Connect Copilot and Letta to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Agent
Send message to Letta agent
Save memory to Letta
Create Folder
Create Archive
Create identity
List Identities
Create Agents From Template
Ready to use Copilot and Letta automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Agents
Show agents created since a specified time, newest first.
New Folders
Show folders created within a recent time window (default 15 minutes).
New Messages
runs when new message arrives
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and Letta accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Letta (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Letta. This includes choosing which data fields go into which fields of Letta, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Letta typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Letta. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout Letta
Letta is a comprehensive platform designed to streamline communication and enhance productivity for teams and businesses. With a focus on seamless collaboration, Letta offers tools for efficient messaging, file sharing, and project management, making it an ideal choice for organizations looking to improve their workflow and connectivity.
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