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Connect AI Agent to Vitally to automate customer health insights. Use Latenode's visual editor for a no-code setup, then enhance the integration with custom JavaScript for precise segmentation. Affordably scale real-time alerts, driven by AI.
Connect AI Agent and Vitally in minutes with Latenode.
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Create a New Scenario to Connect AI Agent and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find AI Agent or Vitally, 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.
AI Agent
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 Vitally Node
Next, click the plus (+) icon on the AI Agent node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
AI Agent
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Vitally
Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the AI Agent and Vitally 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 Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between AI Agent and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Vitally + AI Agent + Slack: When new customer feedback is available in Vitally, use an AI Agent to summarize the feedback and identify key insights. Then, send these insights to a dedicated Slack channel for the team to review.
Vitally + AI Agent + Google Sheets: Analyze customer health scores in Vitally, use an AI Agent to predict churn risk based on these scores, and log the predicted churn risk along with the health scores in a Google Sheet for tracking and analysis.
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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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How can I connect my AI Agent account to Vitally using Latenode?
To connect your AI Agent account to Vitally on Latenode, follow these steps:
Can I automatically update Vitally based on AI Agent insights?
Yes, you can! Latenode's visual editor simplifies this, letting you trigger Vitally updates based on AI Agent analysis—enhancing customer understanding and personalization.
What types of tasks can I perform by integrating AI Agent with Vitally?
Integrating AI Agent with Vitally allows you to perform various tasks, including:
How can I use JavaScript with the AI Agent integration?
Latenode allows you to enhance AI Agent integrations with custom JavaScript code, creating tailored data transformations and complex logic for Vitally.
Are there any limitations to the AI Agent and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: