23 available actions
What your AI agent can do in Plain
Plain is a collaborative support platform for B2B support teams, offering a modern, AI-powered interface to consolidate support channels and assist customers efficiently. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 23 actions.
Common starting points
- Get Customer By EmailFetch customer details by email address.
- List Customer GroupsTool to list all customer groups.
- Add Customer To GroupTool to add a customer to one or more customer groups.
- Create Customer GroupCreates a new customer group in Plain for organizing and segmenting customers.
- Upsert CustomerTool to upsert (create or update) a customer.
- Update CompanyUpserts (creates or updates) a company in Plain.
Browse all 23 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 12 actions
- Fetch CompanyTool to fetch company details by ID.
- Fetch IssuesFetches external issue tracker links (Jira, Linear, GitHub, etc.) associated with a customer's threads.
- Fetch TierTool to fetch a tier by its ID.
- Get Customer By EmailFetch customer details by email address.
- Get Customer By IDTool to retrieve details of a specific customer by their unique ID.
- Get CustomersTool to fetch a list of customers.
- Get Thread By IDFetches comprehensive details of a specific thread by ID, including customer info, status, priority, labels, and assignments.
- Get User By IDFetch workspace user/team member by ID.
- List Customer GroupsTool to list all customer groups.
- List Threads (Deprecated)DEPRECATED: Use PLAIN_PLAIN_QUERY_THREADS instead.
- List TiersTool to retrieve a list of tiers with pagination.
- List ThreadsTool to retrieve a paginated list of threads.
Create & communicateCreate records or send supported messagesView 4 actions
- Add Customer To GroupTool to add a customer to one or more customer groups.
- Create Customer GroupCreates a new customer group in Plain for organizing and segmenting customers.
- Create ThreadTool to create a new thread.
- Send MessageTool to send a new message within a thread.
Update & manageChange and manage existing recordsView 4 actions
- Run GraphQL QueryExecute any GraphQL query or mutation against Plain API.
- Update CompanyUpserts (creates or updates) a company in Plain.
- Update ThreadTool to update a thread's title.
- Upsert CustomerTool to upsert (create or update) a customer.
Remove & cancelRemove records or cancel supported workView 3 actions
- Delete CustomerTool to delete a customer from the system.
- Delete UserTool to delete a user from the system.
- Remove Customer From GroupRemoves a customer from one or more customer groups in Plain.
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 Plain
How does the agent connect to Plain?
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 Plain?
The page above lists the 23 actions currently available through the Plain connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Plain 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 Plain 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 Plain to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.