Actions6
Overview
This node integrates with Utopian Labs AI to research and engage with sales leads. It is designed to automate lead qualification, research, classification, and email sequence generation by leveraging AI agents. The "Qualify a Lead" operation specifically helps determine the quality and potential of a lead based on company website data and additional lead information.
Common scenarios where this node is beneficial include:
- Automating lead qualification in sales workflows.
- Enriching lead data with AI-driven insights.
- Generating personalized outreach emails or sequences.
- Classifying leads for targeted marketing campaigns.
For example, a sales team can input a lead's company website and other details, then use this node to automatically assess the lead’s viability and prepare tailored engagement strategies without manual research.
Properties
| Name | Meaning |
|---|---|
| Lead Company Website | The website URL of the lead's company. This is required and validated to ensure it is a proper URL format. |
| Callback Url | The webhook URL (usually from a Wait node) where the node will send the callback after processing. This enables asynchronous handling of the AI agent's response. |
| Return Mock Response | Boolean flag indicating whether to return a mock response instead of running the actual AI agent. Useful for testing workflows without consuming API calls. |
| Agent | Selects which AI agent to use for the qualification run. Options are: "Qualification Agent" and "Qualification Agent Light". |
| Additional Fields | A collection of optional fields to provide more context about the lead, including: |
| - Lead Company Name | The name of the lead's company. |
| - Lead Company Description | A detailed description of the lead's company. |
| - Lead Full Name | The full name of the lead. Required if any other lead-specific info (email, LinkedIn, job title, Twitter handle) is provided. |
| - Lead Business Email Address | The business email address of the lead (must be a valid corporate email, not personal domains like gmail.com). Validated for format and domain blacklist. |
| - Lead LinkedIn Profile URL | The LinkedIn profile URL of the lead. |
| - Lead Job Title | The job title of the lead. |
| - Lead X/Twitter Handle | The Twitter (X) handle of the lead, with or without the '@' symbol. |
| - Max Research Steps | Maximum number of research steps the AI should perform (default 5; average is 2-3). |
| - Context | Additional textual context to guide the AI during the operation. |
| - Use Memory | Whether to use previous research runs where applicable to improve results. |
Output
The node outputs JSON data representing the AI agent's response to the lead qualification request. The structure depends on the agent used and the input parameters but generally includes:
- Qualification results and insights about the lead.
- Any enriched data or classifications generated by the AI.
- Metadata related to the execution and input item index.
If the node is configured to return a mock response (test mode), the output will contain simulated data for testing purposes.
The node does not output binary data.
Dependencies
- Requires an active API key credential for Utopian Labs AI service.
- Needs a Wait node configured with a POST webhook URL to receive callbacks asynchronously.
- The node validates email addresses and website URLs internally.
- No other external dependencies beyond the Utopian Labs API.
Troubleshooting
- Invalid Email Address: If the provided lead email is malformed or uses a blocked domain, the node throws an error specifying the invalid email or domain. Ensure the email is corporate and correctly formatted.
- Invalid Website URL: If the lead company website URL is not valid, an error is thrown. Verify the URL format before input.
- Missing Lead Full Name: When providing any lead-specific info (email, LinkedIn, job title, Twitter handle), the lead's full name must also be supplied. Otherwise, an error occurs.
- Callback URL Issues: Make sure the Wait node is set to listen for POST requests and that its webhook URL is correctly passed as the callback URL.
- API Errors: If the Utopian Labs API returns errors, check your API key validity and network connectivity.