Extract lead details during chatbot conversations

When a new lead is captured in chat via Rosie, automatically run the conversation text through Exa AI to classify intent and extract key contact metadata.

Try:

See all Rosie + Exa AI integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Rosie Explore Rosie →

Triggers

New conversation started

Fires when a new chat or conversation begins in Rosie.

Lead captured in chat

Fires when Rosie captures a lead during a conversation.

Conversation handed off

Fires when Rosie escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Rosie.

Generate an answer

Asks Rosie a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Rosie to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Rosie conversation.

Exa AI Explore Exa AI →

Triggers

New completion generated

Fires when Exa AI generates a response to a prompt.

Model run failed

Fires when a request to Exa AI errors or times out.

Fine-tune job completed

Fires when a fine-tuning job in Exa AI finishes.

Actions

Generate a completion

Sends a prompt to Exa AI and returns the model's response.

Summarize text

Uses Exa AI to summarize a block of text.

Classify or extract data

Uses Exa AI to classify or extract structured data from text.

Send custom completions back to chat visitors When a conversation starts in Rosie, generate a completion in Exa AI and send a tailored message directly back to the visitor. See details

Alert support agents when model fine-tuning completes When a fine-tune job completes in Exa AI, automatically send a message through Rosie to notify AI administrators that the updated model is ready. See details

See all Rosie + Exa AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Extract lead details during chatbot conversations” between Rosie and Exa AI?

Yes — describe it in the box above and Knit's Integrations Agent researches Rosie and Exa AI's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Rosie to Exa AI expand chatbot capabilities?

Connecting Rosie to Exa AI allows your chatbot to tap into advanced AI models for deeper context, sentiment classification, and sophisticated text generation beyond standard scripted responses.

Can Rosie notify operators if a backend model process encounters an issue in Exa AI?

Yes, when a model run fails in Exa AI, you can send an automated message or alert through Rosie to notify system administrators.