9 available actions

What your AI agent can do in Simplesat

Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get CustomerTool to retrieve a single customer by their Simplesat ID.
Search AnswersTool to search and retrieve answers from Simplesat with advanced filtering.
Create or Update Customer V2Tool to create a new customer or update an existing customer if one already exists with the same email.
Create or Update Team MemberThis tool creates a new team member or updates an existing one if a team member with the same email address is found.
Update CustomerTool to update an existing customer by their Simplesat ID.

Browse all 9 actions by capability

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

Find & reviewLook up and review existing recordsView 6 actionsHide actions

Get CustomerTool to retrieve a single customer by their Simplesat ID.
List AnswersTool to fetch a list of all answers from Simplesat.
List QuestionsTool to retrieve a paginated list of all questions in Simplesat.
List SurveysTool to list all surveys in the Simplesat account.
Search AnswersTool to search and retrieve answers from Simplesat with advanced filtering.
Search ResponsesTool to search and retrieve responses from Simplesat by applying specific filters.

Create & communicateCreate records or send supported messagesView 2 actionsHide actions

Create or Update Customer V2Tool to create a new customer or update an existing customer if one already exists with the same email.
Create or Update Team MemberThis tool creates a new team member or updates an existing one if a team member with the same email address is found.

Update & manageChange and manage existing recordsView 1 actionHide actions

Update CustomerTool to update an existing customer by their Simplesat ID.

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 Simplesat

How does the agent connect to Simplesat?

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 Simplesat?

The page above lists the 9 actions currently available through the Simplesat connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Simplesat 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 Simplesat 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 Simplesat to work?

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

Book a setup call Browse all connections

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