Set Up the RecordJoy AI Agent (Enterprise)

Plan: Enterprise. The AI Agent listens to your video engagement events, reasons over watch behavior and CRM context, then scores leads, drafts follow-ups, creates CRM tasks, and alerts your reps. Version 1 runs in your own n8n instance from a workflow RecordJoy generates for you.

flowchart LR
    A["Prospect watches video"] --> B["RecordJoy signed event"]
    B --> C["AI Agent (Claude) in n8n"]
    C --> D["Score · task · draft · alert"]
    D --> E["Rep approves & sends"]
    E -.->|"learns from outcomes"| C

Prerequisites

A RecordJoy Enterprise subscription
An n8n instance reachable over HTTPS (cloud or self-hosted)
An Anthropic API key (for the Claude node) — kept in n8n, never in RecordJoy
Admin access to your CRM (HubSpot, Salesforce, Zoho CRM, or GoHighLevel)
A Slack incoming webhook URL or an email address for alerts

Estimated time

30–45 minutes

Steps

Part A — configure and download

In RecordJoy, open Dashboard → AI Agent.

🖥️ What you should see: the AI Agent page with an Enterprise badge, an enable toggle, your signing secret, and a three-step setup.

Choose Your CRM.
Choose your Alert channel and paste the Slack webhook URL (or the alert email address).
Leave Autonomy level on Draft only for your first run. The agent will create drafts and never send to a prospect.
Click Save configuration.
Click Download n8n workflow. A file named recordjoy-ai-agent-<crm>-v1.0.0.json downloads.

The file contains no credentials. Every CRM, Claude, Gmail, and SMTP node references an n8n credential placeholder you connect in Part C. Your RecordJoy signing secret is included, because the workflow must verify RecordJoy's HMAC signature against it — treat the file as sensitive.

Part B — import the workflow

In n8n, click Workflows → Import from File (or the ⋯ menu → Import from File).
Select the downloaded JSON file.

🖥️ What you should see: the workflow canvas with the pipeline: RecordJoy Event → Verify Signature → Route by Event → Video Context → CRM: Find Contact → AI Agent (Claude) → Parse Agent JSON → Route by Action, plus alert / draft / CRM-write branches and an error handler.

Click Save.

Part C — connect credentials

Each node with a red credential warning needs one connection. Create them once; n8n reuses them.

RecordJoy API (node: Video Context) — credential type Header Auth. Set Name to Authorization and Value to Bearer <your signing secret> (copy the secret from the RecordJoy AI Agent page).
Anthropic API (node: AI Agent (Claude)) — credential type Anthropic. Paste your Anthropic API key.
Connect your CRM credential on the CRM: Find Contact and CRM: Log Engagement nodes:
- HubSpot — HubSpot App Token: a Private App token with crm.objects.contacts.read, crm.objects.contacts.write, and crm.objects.notes.write.
- Salesforce — Salesforce OAuth2: sign in, then replace YOUR_INSTANCE in both node URLs with your My Domain host.
- Zoho CRM — Zoho OAuth2: sign in with ZohoCRM.modules.ALL. If your account is not in the .com data center, change zohoapis.com to zohoapis.eu or zohoapis.in in both nodes.
- GoHighLevel — HighLevel OAuth2: authorize the correct sub-account.
Rep Gmail (node: Create Follow-up DRAFT) — credential type Gmail OAuth2, connected as the rep whose drafts folder should receive follow-ups.
If your alert channel is email: connect the Alert SMTP credential on the Alert Rep (Email) and Notify Failure (Email) nodes.

🖥️ What you should see: no red credential warnings left on any node.

Part D — connect the RecordJoy webhook

Open the RecordJoy Event node and copy the Production URL.
Click Save, then turn the workflow Active.
Back in RecordJoy → Dashboard → AI Agent, paste that URL into Agent webhook URL and click Save configuration.
Turn the Enabled toggle on.

Part E — test with a sample event

In RecordJoy, click Test connection. It sends a signed sample video.completed event to your workflow.

🖥️ What you should see: a success toast in RecordJoy, a new execution in n8n, and a row in the Recent activity list showing delivered · HTTP 200.

Open the n8n execution and confirm each node succeeded — particularly that Verify Signature passed and Parse Agent JSON returned an intent_score and action.
For a real end-to-end check: open one of your shared videos and watch it to the end. Within a minute you should see a video.completed execution, an alert in Slack/email, and a note on the contact in your CRM.

Verification

Recent activity in RecordJoy shows delivered events
n8n Executions shows green runs through the whole pipeline
Your alert channel received the brief
Your CRM shows the engagement note (and a task, if autonomy allows it)
Your rep's drafts folder contains the follow-up — not the prospect's inbox

Troubleshooting

Problem	Cause	Fix
"Invalid RecordJoy signature — check the signing secret"	The secret in the workflow doesn't match your account's	Re-download the workflow after saving your config (the secret is baked in at download time), or paste the current secret into the Verify Signature node's `SECRET` constant. Don't edit the payload — the signature covers the exact bytes.
CRM node returns 401 / "auth expired"	OAuth token lapsed or scopes are missing	Reconnect the CRM credential in n8n. HubSpot needs contacts read/write + notes write; Zoho needs `ZohoCRM.modules.ALL`; GoHighLevel needs the `Version: 2021-07-28` header (already in the workflow).
"AI Agent did not return JSON"	The model wrapped output in prose or fences	The Parse Agent JSON node already strips fences and extracts the object. If it still fails, open the AI Agent (Claude) node and confirm the system prompt is intact and `max_tokens` is at least 1024.
Slack alert never arrives	Invalid or revoked incoming webhook	Test the URL with `curl -X POST -d '{"text":"test"}' <url>`. Regenerate the Slack webhook and re-save it in RecordJoy, then re-download the workflow.
Workflow runs but nothing happens in the CRM	No `contact_email` on the event	Videos sent without a recipient have no contact to match. Send videos through your portal or the send flow so `sentTo`/`sentBy` is populated; the agent skips events with no contact.

Notes on autonomy

Draft only (default): drafts are created; nothing is sent to prospects.
Draft + auto-create CRM tasks: adds task/note writes to your CRM.
Full auto: the Gmail node switches from create draft to send. AI-written email reaches your prospect with no human review — test with your own address first.

Updating

The workflow carries meta.templateVersion. When RecordJoy ships an update, re-download from Dashboard → AI Agent and import it as a new workflow, then re-point the RecordJoy webhook URL and deactivate the old one.

Ready to connect?

Your webhook settings live in Dashboard → CRM Integration.