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15 available actions

What your AI agent can do in Retently

Retently is a customer experience management platform that enables businesses to collect, analyze, and act on customer feedback through surveys and integrations. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get CampaignsTool to retrieve a list of campaigns associated with the account.
  • Get CustomersRetrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.
  • Add Feedback TagsAdd tags to feedback items by providing feedback IDs and corresponding tags.
  • Add Feedback TopicsAdd topics to feedback items by providing feedback IDs and corresponding topics.
  • Delete CustomersDelete customers from the workspace by providing their unique IDs.
  • Unsubscribe CustomersUnsubscribe customers from receiving surveys by providing their email addresses.

Browse all 15 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 9 actionsHide actions
  • Get CampaignsTool to retrieve a list of campaigns associated with the account.
  • Get Customer By IDTool to retrieve detailed information about a specific customer by their unique ID.
  • Get CustomersRetrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.
  • Get FeedbackTool to retrieve feedback received from customers.
  • Get Feedback by IDTool to retrieve detailed information about specific feedback by its unique ID.
  • Get Latest ScoreTool to retrieve the latest NPS score for the account.
  • Get OutboxRetrieve the outbox of surveys that are scheduled to be sent.
  • Get ReportsTool to retrieve reports related to NPS surveys, including scores and trends.
  • Get TemplatesTool to retrieve a list of survey templates available in the account.
Create & communicateCreate records or send supported messagesView 4 actionsHide actions
  • Add Feedback TagsAdd tags to feedback items by providing feedback IDs and corresponding tags.
  • Add Feedback TopicsAdd topics to feedback items by providing feedback IDs and corresponding topics.
  • Create or Update CustomersTool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties.
  • Send Transactional SurveyTool to send a transactional survey to customers.
Remove & cancelRemove records or cancel supported workView 1 actionHide actions
  • Delete CustomersDelete customers from the workspace by providing their unique IDs.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Unsubscribe CustomersUnsubscribe customers from receiving surveys by providing their email addresses.

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 Retently

How does the agent connect to Retently?
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 Retently?
The page above lists the 15 actions currently available through the Retently connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Retently 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 Retently 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 Retently to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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