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Connect AI Agent to WhatConverts and analyze call data using AI. Latenode's visual editor and affordable execution pricing make custom lead qualification workflows easier to build. Augment with JavaScript for total control.
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Create a New Scenario to Connect AI Agent and WhatConverts
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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.
AI Agent
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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:
JavaScript
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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, donโt 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 โRun onceโ 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.
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.
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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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:
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:
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: