How to connect AI Agent and WhatConverts
Create a New Scenario to Connect AI Agent and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find AI Agent or WhatConverts, 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 WhatConverts Node
Next, click the plus (+) icon on the AI Agent node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.

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WhatConverts

Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the AI Agent and WhatConverts 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 WhatConverts 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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AI Anthropic Claude 3
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WhatConverts
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, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between AI Agent and WhatConverts (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 WhatConverts
WhatConverts + AI Agent + Slack: When a new lead is created in WhatConverts, the AI Agent analyzes the call transcript associated with the lead. Then, key insights from the analysis are posted to a designated Slack channel for quick review by the sales team.
WhatConverts + AI Agent + Google Sheets: Whenever a new lead is logged in WhatConverts, the associated call transcript is sent to the AI Agent for sentiment analysis. The resulting sentiment score, along with other lead details, is then logged into a Google Sheets spreadsheet for tracking and analysis.
AI Agent and WhatConverts 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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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See how Latenode works
FAQ AI Agent and WhatConverts
How can I connect my AI Agent account to WhatConverts using Latenode?
To connect your AI Agent account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I analyze lead quality using AI and conversion data?
Yes! Latenode lets you use AI Agent to analyze WhatConverts data, improving lead scoring via no-code logic and custom AI prompts. This helps sales teams prioritize high-potential leads.
What types of tasks can I perform by integrating AI Agent with WhatConverts?
Integrating AI Agent with WhatConverts allows you to perform various tasks, including:
- Automatically tagging leads in WhatConverts based on AI-driven sentiment analysis.
- Generating personalized follow-up emails using AI based on conversion details.
- Summarizing call transcripts from WhatConverts using AI Agent for quick insights.
- Identifying high-value keywords driving conversions with AI-powered analysis.
- Enriching lead data in WhatConverts with AI-generated demographic information.
Can I use AI Agent to improve WhatConverts reporting?
Yes. Latenode allows you to enrich WhatConverts data with AI insights, creating more comprehensive and actionable reports, tailored to your needs.
Are there any limitations to the AI Agent and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- AI Agent's analysis is limited by the data quality provided by WhatConverts.
- Complex AI workflows may require JavaScript knowledge for advanced customization.
- Rate limits on the AI Agent and WhatConverts APIs may impact performance at high volumes.