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Automatically summarize call transcripts from OpenPhone in your AI Agent using Latenode's visual editor. Customize logic with JavaScript and scale automations affordably, paying only for execution time.
Connect OpenPhone and AI Agent in minutes with Latenode.
Create OpenPhone to AI Agent workflow
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Create a New Scenario to Connect OpenPhone and AI Agent
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a OpenPhone, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenPhone or AI Agent will be your first step. To do this, click "Choose an app," find OpenPhone or AI Agent, and select the appropriate trigger to start the scenario.
Add the OpenPhone Node
Select the OpenPhone node from the app selection panel on the right.
OpenPhone
Configure the OpenPhone
Click on the OpenPhone node to configure it. You can modify the OpenPhone URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the OpenPhone node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
OpenPhone
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AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the OpenPhone and AI Agent 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 OpenPhone and AI Agent 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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AI Agent
Trigger on Webhook
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OpenPhone
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenPhone, AI Agent, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the OpenPhone and AI Agent integration works as expected. Depending on your setup, data should flow between OpenPhone and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + AI Agent + Slack: When a call transcript is generated in OpenPhone, it's sent to an AI Agent for summarization. The summarized highlights are then posted to a designated Slack channel.
OpenPhone + AI Agent + Google Sheets: Whenever a call transcript is available in OpenPhone, an AI Agent analyzes the customer sentiment. The sentiment analysis results, along with the call details, are then logged into a Google Sheet.
About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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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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How can I connect my OpenPhone account to AI Agent using Latenode?
To connect your OpenPhone account to AI Agent on Latenode, follow these steps:
Can I automatically summarize OpenPhone voicemails using AI Agent?
Yes, you can! Latenode allows you to trigger AI Agent from new OpenPhone voicemails, generating summaries and saving time. Leverage advanced AI without complex coding.
What types of tasks can I perform by integrating OpenPhone with AI Agent?
Integrating OpenPhone with AI Agent allows you to perform various tasks, including:
How does Latenode improve OpenPhone automation capabilities?
Latenode enhances OpenPhone by adding AI, custom logic, and multi-app connections. Scale automations easily without being limited by basic integrations.
Are there any limitations to the OpenPhone and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: