How to connect AI Agent and Vitally
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.

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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:
- 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, 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.
Most powerful ways to connect AI Agent and Vitally
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.
AI Agent and Vitally 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 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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See how Latenode works
FAQ AI Agent and Vitally
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically tagging users in Vitally based on AI Agent sentiment analysis.
- Creating new Vitally users from leads generated by AI Agent chatbots.
- Updating user traits in Vitally with data extracted by AI Agent from support tickets.
- Triggering personalized email campaigns in Vitally based on AI Agent's understanding.
- Analyzing customer feedback via AI Agent and logging summaries in Vitally notes.
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:
- Rate limits imposed by the AI Agent and Vitally APIs may affect large data transfers.
- Complex AI Agent queries might require advanced configuration within Latenode.
- Custom JavaScript code requires testing and debugging for optimal performance.