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Refinerforms & surveys
10 available actions
What your AI agent can do in Refiner
Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Get ContactRetrieve detailed information about a specific contact using their ID, email, or UUID.
- Get Account InfoRetrieves Refiner account information including subscription plan, usage limits, and environment statistics.
- Update ContactTool to create or update a contact's attributes or account.
- Delete ContactTool to delete a specific contact by its identifier.
- Track EventTool to record a user event by name for a user identified via user ID or email.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 7 actions
- Get Account InfoRetrieves Refiner account information including subscription plan, usage limits, and environment statistics.
- Get ContactRetrieve detailed information about a specific contact using their ID, email, or UUID.
- Get ContactsTool to retrieve a list of contacts from your Refiner account.
- Get FormsTool to retrieve a list of forms (surveys) from your Refiner account with optional filtering and pagination.
- Get ReportingTool to retrieve aggregated reporting data for surveys including metrics and analytics.
- Get Survey ResponsesTool to retrieve all survey responses from your Refiner account with optional filtering and pagination.
- Get SegmentsTool to retrieve a list of user segments from your Refiner account.
Update & manageChange and manage existing recordsView 1 action
- Update ContactTool to create or update a contact's attributes or account.
Remove & cancelRemove records or cancel supported workView 1 action
- Delete ContactTool to delete a specific contact by its identifier.
Other actionsSpecialist and administrative actions.View 1 action
- Track EventTool to record a user event by name for a user identified via user ID or email.
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 Refiner
How does the agent connect to Refiner?
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 Refiner?
The page above lists the 10 actions currently available through the Refiner connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Refiner 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 Refiner 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 Refiner to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.