Step 2: Connect HighLevel Data Sources

Fetch opportunities and pull the matching contact profile for AI classification.

1. Open Retrieve All Opportunities and set Resource to opportunity, Operation to getAll, and Return All to true.
2. Credential Required: Connect your highLevelOAuth2Api credentials in Retrieve All Opportunities.
3. Open Get Contact Profile and set Contact ID to ={{ $json.contactId }} and Operation to get.
4. Credential Required: Connect your highLevelOAuth2Api credentials in Get Contact Profile.
5. Confirm the connection flow: Retrieve All Opportunities → Get Contact Profile.

Step 3: Set Up AI Classification

Use the AI agent to interpret lead intent and prepare output for routing.

1. Open AI Lead Triage Agent and set Prompt Type to define with Text set to You are an AI lead router. Suggest the scope of lead.
2. Attach Azure GPT-4o Mini Model as the language model for AI Lead Triage Agent.
3. Credential Required: Connect your azureOpenAiApi credentials in Azure GPT-4o Mini Model (credentials should be added to the model node, not the agent).
4. Open Azure GPT-4o Mini Model and set Model to gpt-4o-mini.
5. Connect the flow: Get Contact Profile → AI Lead Triage Agent → Transform AI Output.

Step 4: Configure Intent Routing Logic

Parse the AI response and branch into demo, support, or partnership workflows.

1. Open Transform AI Output and paste the JavaScript in JS Code:
2. // Loop over input items and add a new field called 'myNewField' to the JSON of each one for (const item of $input.all()) { item.json.myNewField = 1; } return $input.all();
3. Configure Validate Demo Intent with a string condition where Value 1 is ={{$json["choices"][0]["message"]["content"]}}, Operation is contains, and Value 2 is Demo.
4. Configure Validate Support Intent with Value 1 as ={{$json["choices"][0]["message"]["content"]}}, Operation contains, and Value 2 Support.
5. Configure Validate Partnership Intent with Value 1 as ={{$json["choices"][0]["message"]["content"]}}, Operation contains, and Value 2 Partnership.

Transform AI Output outputs to both Validate Demo Intent and Validate Support Intent and Validate Partnership Intent in parallel.

Step 5: Configure Email Dispatch Actions

Send the right email notification based on the classified intent.

1. Open Dispatch Demo Email and set Subject to New Demo Request Lead, To Email to [YOUR_EMAIL], and From Email to [YOUR_EMAIL].
2. Set Text in Dispatch Demo Email to Lead Details: Name: {{$json["contact"].firstName}} {{$json["contact"].lastName}} Email: {{$json["contact"].email}} Message: {{$json["contact"].notes}}.
3. Credential Required: Connect your smtp credentials in Dispatch Demo Email.
4. Repeat the same configuration for Dispatch Support Email (subject New Support Query Lead) and Dispatch Partnership Email (subject New Partnership Lead).
5. Credential Required: Connect your smtp credentials in Dispatch Support Email and Dispatch Partnership Email.

Step 6: Test and Activate Your Workflow

Run a manual test to ensure intents route to the correct email notifications.

1. Click Execute Workflow from Manual Execution Start to run a test.
2. Verify that Retrieve All Opportunities and Get Contact Profile return valid lead data.
3. Confirm that AI Lead Triage Agent outputs intent text that includes Demo, Support, or Partnership.
4. Check that exactly one of the three email nodes sends a message based on the intent.
5. When satisfied, toggle the workflow to Active for production use.