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How to connect AI Agent and ServiceM8
Create a New Scenario to Connect AI Agent and ServiceM8
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or ServiceM8 will be your first step. To do this, click "Choose an app," find AI Agent or ServiceM8, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the ServiceM8 Node
Next, click the plus (+) icon on the AI Agent node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.
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Authenticate ServiceM8
Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.
Configure the AI Agent and ServiceM8 Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and ServiceM8 Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring AI Agent, ServiceM8, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and ServiceM8 integration works as expected. Depending on your setup, data should flow between AI Agent and ServiceM8 (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and ServiceM8
ServiceM8 + AI Agent + Slack: When a job is completed in ServiceM8, the AI Agent summarizes the job details and any feedback. If the AI identifies urgent issues, a Slack message is sent to a designated channel.
ServiceM8 + AI Agent + Google Sheets: When a new job is created in ServiceM8, the job data is sent to the AI Agent to extract key insights. These insights, along with the original job data, are then written to a Google Sheet for reporting purposes.
AI Agent and ServiceM8 integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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See how Latenode works
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FAQ AI Agent and ServiceM8
How can I connect my AI Agent account to ServiceM8 using Latenode?
To connect your AI Agent account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically summarize ServiceM8 job notes using AI Agent?
Yes, you can! Latenode allows you to trigger AI Agent with new ServiceM8 notes. Extract key details and improve team efficiency.
What types of tasks can I perform by integrating AI Agent with ServiceM8?
Integrating AI Agent with ServiceM8 allows you to perform various tasks, including:
- Automatically categorizing ServiceM8 jobs based on description text.
- Using AI to draft initial responses to client inquiries in ServiceM8.
- Extracting key information from ServiceM8 work orders to brief AI Agent.
- Generating personalized follow-up messages for ServiceM8 clients.
- Analyzing technician notes in ServiceM8 to identify recurring issues.
What data from AI Agent can I use in my ServiceM8 automations?
You can use any data AI Agent generates, like sentiment analysis or extracted entities, within your ServiceM8 workflows on Latenode for smart routing.
Are there any limitations to the AI Agent and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the AI Agent and ServiceM8 APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript coding in Latenode.
- AI Agent's processing time can introduce delays in real-time automations.
