Connect Simplesat to your AI agent
Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights
We set up the connection using your own Simplesat account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
What your agent can do in Simplesat
Each one is a real action the agent can take on its own, the same things a person clicking around Simplesat could do. Read-only by default; write actions are confirmed against your policy.
- Create or Update Customer V2 Tool to create a new customer or update an existing customer if one already exists with the same email. Use when you need to add or modify customer information including name, email, company, tags, external_id, and cust…
- Create or Update Team Member This tool creates a new team member or updates an existing one if a team member with the same email address is found. It is an independent action that requires only basic team member information (email, first_name, last…
- Get Customer Tool to retrieve a single customer by their Simplesat ID. Returns customer details including name, email, company, tags, and custom attributes.
- List Answers Tool to fetch a list of all answers from Simplesat. Returns answers with detailed question, customer, ticket, and team member information. Supports filtering by modified date and pagination. Note: This endpoint is depre…
- List Questions Tool to retrieve a paginated list of all questions in Simplesat. Use when you need to fetch question details including order, metric type, text, rating scale, choices, and conditional rules. Supports filtering by metric…
- List Surveys Tool to list all surveys in the Simplesat account. Returns survey details including id, name, and metric type (CSAT, NPS, CES). Use when you need to retrieve available surveys or find a specific survey by name or metric…
- Search Answers Tool to search and retrieve answers from Simplesat with advanced filtering. Use when you need to find specific answers based on filters like date range, choice value, sentiment, survey, customer, or custom attributes. I…
- Search Responses Tool to search and retrieve responses from Simplesat by applying specific filters. Returns all responses from the last 30 days by default if no date range is specified. Supports filtering by date range, choice value, co…
- Update Customer Tool to update an existing customer by their Simplesat ID. Use when you need to modify customer information such as name, email, company, external ID, tags, or custom attributes.
How we connect it
- 1
Connect your account
You create a key in Simplesat, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 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
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
Simplesat questions, answered.
Ready to put Simplesat to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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