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22 available actions

What your AI agent can do in Engage

Engage turns your customers into fans with personalised messaging; using emails, push and in-app notifications, and SMS. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Account MembersTool to retrieve all members (Customers) of an Account in Engage.
  • Get ListTool to retrieve a single List by its ID.
  • Add Customer to AccountsTool to add a customer to one or more account entities.
  • Add User to ListsTool to add a Customer or Account to one or more Lists in Engage.so.
  • Update Account RoleTool to update the role of a Customer in an Account or set a new one if none exists.
  • Update Subscriber StatusTool to update a subscriber's status on a List.

Browse all 22 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 5 actionsHide actions
  • Get Account MembersTool to retrieve all members (Customers) of an Account in Engage.
  • Get ListTool to retrieve a single List by its ID.
  • Get User By IDTool to retrieve a single user by their user ID.
  • List ListsTool to retrieve a paginated list of all Lists in Engage.
  • List UsersTool to retrieve a paginated list of all users in Engage.
Create & communicateCreate records or send supported messagesView 4 actionsHide actions
  • Add Customer to AccountsTool to add a customer to one or more account entities.
  • Add User to ListsTool to add a Customer or Account to one or more Lists in Engage.so.
  • Create ListTool to create a new List in Engage for organizing subscribers.
  • Create UserTool to create a new user (Customer or Account) in Engage.
Update & manageChange and manage existing recordsView 7 actionsHide actions
  • Archive ListTool to archive a List in Engage.
  • Archive UserTool to archive a user in Engage.
  • Convert User TypeTool to convert a user between Customer and Account entity types.
  • Merge UsersTool to merge two user profiles in Engage.
  • Update Account RoleTool to update the role of a Customer in an Account or set a new one if none exists.
  • Update Subscriber StatusTool to update a subscriber's status on a List.
  • Update UserTool to update user data and attributes on Engage.
Remove & cancelRemove records or cancel supported workView 3 actionsHide actions
  • Delete Subscriber From ListTool to remove a subscriber from a List entirely (different from unsubscribing).
  • Delete UserTool to completely delete all user data for a Customer or Account.
  • Remove Customer from AccountTool to remove a Customer from an Account in Engage.
Other actionsSpecialist and administrative actions.View 3 actionsHide actions
  • Batch RequestTool to batch multiple create user, update user, and add user events operations into a single API call.
  • Subscribe User to ListTool to create a user and subscribe them to an Engage.so List.
  • Track User EventTool to add user events to Engage.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Engage

How does the agent connect to Engage?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Engage?
The page above lists the 22 actions currently available through the Engage connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Engage included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Engage is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Engage to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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