Actions6
Overview
This node integrates with Utopian Labs AI to categorize leads based on their company website and additional lead information. It sends the lead data to an AI classification agent, which returns a categorization result among user-defined classification options.
Common scenarios include:
- Automatically classifying incoming sales or marketing leads into predefined categories for prioritization.
- Enriching CRM records by assigning lead types based on company website and other details.
- Streamlining lead qualification workflows by automating the categorization step.
Practical example:
You have two main lead categories: "Enterprise" and "SMB". You provide their names and descriptions along with the lead's company website and optionally other lead info. The node uses an AI agent to classify the lead into one of these categories (or additional ones you define), enabling targeted follow-up actions downstream.
Properties
| Name | Meaning |
|---|---|
| Lead Company Website | The website URL of the lead's company. Must be a valid URL format. |
| Callback Url | The webhook URL from a Wait node where the classification result will be sent back. This is required for asynchronous processing. |
| Return Mock Response | Boolean flag to return a mock response instead of calling the actual API. Useful for testing workflows without running real classification. |
| Agent | The AI classification agent to use. Options: "Classification Agent", "Classification Agent Light". |
| Classification Name 1 | Name of the first classification option (required). |
| Classification Description 1 | Description of the first classification option. |
| Classification Name 2 | Name of the second classification option (required). |
| Classification Description 2 | Description of the second classification option. |
| Additional Classifications | Optional additional classification options (up to three more), each with a name and description. |
| Additional Fields | Collection of optional fields to enrich the lead data: |
| - Lead Company Name | Name of the lead's company. |
| - Lead Company Description | Description of the lead's company. |
| - Lead Full Name | Full name of the lead. Required if any other lead-specific info is provided. |
| - Lead Business Email Address | Business email address of the lead (must not be personal email domains like gmail, hotmail, etc.). |
| - Lead LinkedIn Profile URL | LinkedIn profile URL of the lead. |
| - Lead Job Title | Job title of the lead. |
| - Lead X/Twitter Handle | Twitter handle of the lead, with or without '@'. |
| - Max Research Steps | Maximum number of research steps to perform (average 2-3). |
| - Context | Additional context string to provide more information for the operation. |
| - Use Memory | Whether to use previous research runs where applicable (boolean). |
Output
The node outputs JSON data representing the classification result returned by the Utopian Labs AI service. This includes the selected classification category for the lead based on the input options and lead data.
If the "Return Mock Response" property is enabled, the output will contain a simulated classification result useful for testing.
No binary data output is produced by this node.
Dependencies
- Requires an API key credential for authenticating with the Utopian Labs AI service.
- The node expects a Wait node configured with a POST webhook URL to receive asynchronous callbacks.
- Proper network connectivity to the Utopian Labs API endpoint is necessary.
Troubleshooting
- Invalid email address error: If the lead business email is provided but does not match a valid email format, the node throws an error. Ensure emails are correctly formatted.
- Invalid email domain error: Personal email domains (e.g., gmail.com, hotmail.com) are blocked. Use only business email addresses.
- Invalid website URL error: The lead company website must be a valid URL. Check for typos or missing protocol.
- Lead full name required error: If any lead-specific info like email, LinkedIn, job title, or Twitter handle is provided, the lead full name must also be supplied.
- Callback URL misconfiguration: The callback URL must point to a Wait node set to POST webhook calls. Otherwise, the asynchronous classification result may not be received.
- API authentication errors: Verify that the API key credential is correctly configured and has proper permissions.