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How to connect Ortto and AI Agent
Create a New Scenario to Connect Ortto and AI Agent
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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or AI Agent will be your first step. To do this, click "Choose an app," find Ortto or AI Agent, and select the appropriate trigger to start the scenario.
Add the Ortto Node
Select the Ortto node from the app selection panel on the right.
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Add the AI Agent Node
Next, click the plus (+) icon on the Ortto node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
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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 Ortto 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 Ortto and AI Agent 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 Ortto, AI Agent, 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 Ortto and AI Agent integration works as expected. Depending on your setup, data should flow between Ortto and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Ortto and AI Agent
Ortto + AI Agent + Slack: When a new contact is created in Ortto, an AI Agent summarizes the contact's information. The summary is then sent to a dedicated Slack channel for the team to review.
Ortto + AI Agent + Google Sheets: When a new contact is created in Ortto, an AI Agent analyzes data associated with the contact. The analysis is then logged as a new row in Google Sheets for reporting and trend analysis.
Ortto and AI Agent integration alternatives
About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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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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See how Latenode works
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FAQ Ortto and AI Agent
How can I connect my Ortto account to AI Agent using Latenode?
To connect your Ortto account to AI Agent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Ortto and click on "Connect".
- Authenticate your Ortto and AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I personalize Ortto campaigns with AI-generated content?
Yes, you can! Use Latenode to trigger AI Agent, generate unique content, and update Ortto. This boosts engagement with hyper-personalized messaging at scale.
What types of tasks can I perform by integrating Ortto with AI Agent?
Integrating Ortto with AI Agent allows you to perform various tasks, including:
- Automatically creating personalized welcome emails using AI for new Ortto contacts.
- Generating AI-driven product recommendations based on Ortto user behavior data.
- Analyzing Ortto customer feedback to identify key areas for service improvement.
- Using AI to predict customer churn risks based on Ortto engagement metrics.
- Automatically drafting tailored customer support responses using AI and Ortto data.
CanIuseOrttoeventstoautomaticallytriggerAIcontentcreation?
Yes!Latenode enablesOrttoeventstriggeringAIworkflows.Thisautomatescontentcreation,improvingengagementandpersonalization.
Are there any limitations to the Ortto and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- AI Agent's performance depends on the quality of prompts and available data.
- Complex workflows may require advanced Latenode skills for optimal performance.
- Real-time synchronization of very large datasets between Ortto and AI Agent may experience delays.
