Connect Engage Platform to your AI agent

Marketing 18 actions available

Engage Platform provides customer data, account, list, event, batch, and transactional messaging APIs for customer engagement workflows.

We set up the connection using your own Engage Platform account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Engage Platform

Each one is a real action the agent can take on its own, the same things a person clicking around Engage Platform could do. Read-only by default; write actions are confirmed against your policy.

  • Add User to Accounts Add a customer to one or more Engage accounts, optionally assigning a role in each account.
  • Add User to Lists Add and subscribe an existing user to one or more Engage lists. This tool does not remove list memberships or implement bulk removal.
  • Archive List Archive a list so it disappears from list results and cannot receive new subscribers. This is not permanent deletion; direct retrieval may still return the archived record.
  • Create List Create an Engage user list and return its Engage list ID for subscription tools.
  • Create User Create an Engage customer or account with a caller-chosen application UID. Use UPSERT_USER when the UID may already exist.
  • Delete User Attribute Permanently remove one custom meta attribute from a user. Standard fields such as first_name, last_name, email, and number cannot be removed.
  • Get List Retrieve an Engage list by its internal list ID. Direct retrieval can return archived lists, so a successful response does not prove the list is active.
  • Get User Retrieve one Engage customer or account by its caller-supplied application UID, not Engage's internal ID.
  • List Account Members List customers belonging to one Engage account identified by its application UID.
  • List Lists Return one cursor-controlled page of active Engage user lists. Archived lists are omitted by the provider.
  • List Users Return one cursor-controlled page of Engage customers and accounts, optionally filtered by exact email.
  • Remove List Subscriber Completely remove one user's membership from one Engage list. This differs from unsubscribe, which retains membership.
  • Remove User From Account Permanently remove one customer's membership from one Engage account. This does not delete either user record.
  • Set Account Member Role Set or replace a customer's role in one Engage account membership.
  • Set List Subscription Subscribe, resubscribe, or unsubscribe an existing user on one Engage list. Unsubscribing retains the membership record; use REMOVE_LIST_SUBSCRIBER to remove it completely.
  • Track User Event Append an immutable event to a user's Engage activity history. A successful status confirms ingestion only; this tool cannot remove the event later. If dispatch is ambiguous, do not retry because doing so may duplicate…
  • Update List Update supplied settings on an existing Engage list without changing unspecified fields.
  • Upsert User Update profile or custom attributes for an application UID, creating the user if it does not exist. Only supplied fields are sent.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Engage Platform, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Engage Platform questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Engage Platform's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Engage Platform to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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