Connect Retently to your AI agent

Productivity 15 actions available

Retently is a customer experience management platform that enables businesses to collect, analyze, and act on customer feedback through surveys and integrations.

We set up the connection using your own Retently 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 Retently

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

  • Add Feedback Tags Add tags to feedback items by providing feedback IDs and corresponding tags.
  • Add Feedback Topics Add topics to feedback items by providing feedback IDs and corresponding topics.
  • Create or Update Customers Tool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties. Use this to manage your customer base in Retently.
  • Delete Customers Delete customers from the workspace by providing their unique IDs.
  • Get Campaigns Tool to retrieve a list of campaigns associated with the account. Use when you need to get details about all campaigns.
  • Get Customer By ID Tool to retrieve detailed information about a specific customer by their unique ID. Use when you need to get all the details of a customer.
  • Get Customers Retrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.
  • Get Feedback Tool to retrieve feedback received from customers. Use when you need to get a list of feedback, with optional parameters for pagination and sorting.
  • Get Feedback by ID Tool to retrieve detailed information about specific feedback by its unique ID. Use when you need to get the details of a single feedback entry.
  • Get Latest Score Tool to retrieve the latest NPS score for the account. Use when you need to get the most up-to-date NPS score.
  • Get Outbox Retrieve the outbox of surveys that are scheduled to be sent.
  • Get Reports Tool to retrieve reports related to NPS surveys, including scores and trends. Use when you need to get campaign performance data.
  • Get Templates Tool to retrieve a list of survey templates available in the account. Use when you need to get the available survey templates.
  • Send Transactional Survey Tool to send a transactional survey to customers. Use when you need to send a survey to a customer after a specific event, with an optional delay.
  • Unsubscribe Customers Unsubscribe customers from receiving surveys by providing their email addresses.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Retently, 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

Retently 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 Retently'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 Retently 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 integrations

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