Connect Iterate to your AI agent

Productivity 13 actions available

Iterate is a customer feedback platform for distributing surveys, analyzing responses, and managing company user privacy data.

We set up the connection using your own Iterate 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 Iterate

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

  • Add Survey Recipient Add one email recipient to a survey for a later send without sending the survey now.
  • Anonymize Company User Irreversibly remove one Iterate user's email and attributes while retaining survey responses. Optionally also remove response properties. Requires an exact user ID and explicit confirm_anonymization=true.
  • Bulk Anonymize Company Users Irreversibly remove identifying data from every Iterate company user matching at least one explicit email, external-ID, or typed user-property selector while retaining survey responses. Requires confirm_bulk_anonymizati…
  • Bulk Delete Company User Data Permanently delete every matching Iterate company user and all matching users' survey responses using explicit non-empty selectors. This cannot be undone and requires confirm_bulk_permanent_deletion=true.
  • Delete Company User Data Permanently delete one Iterate user object and all of that user's survey responses. This cannot be undone and requires an exact user ID plus explicit confirm_permanent_deletion=true.
  • Get Survey Return one survey's configuration and questions by survey ID. The action fails when Iterate embeds an error in an HTTP 200 response.
  • Get Survey Stats Return delivery, display, response-count, and response-rate statistics for one survey.
  • Import Survey Recipients Add a non-empty batch of email recipients to a survey without sending it, and return duplicate, failure, and success counts.
  • List Survey Response Groups Return one reverse-chronological page of completed survey submissions grouped by user, plus a continuation cursor.
  • List Survey Responses Return one reverse-chronological page of individual answers for a survey, with an optional date range and continuation cursor.
  • List Surveys Return all surveys available to the connected Iterate API key, including the survey and company IDs needed by other tools.
  • Search Company Users Find one user in the connected Iterate company by email, external ID, or one typed user property and return survey participation totals.
  • Send Survey Irreversibly send or schedule an email survey to one specified recipient or every previously added recipient. Requires an explicit audience and confirmation.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Iterate, 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

Iterate 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 Iterate'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 Iterate 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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