Connect Userflow to your AI agent
User onboarding software. Build product tours, checklists and more. No coding needed.
We set up the connection using your own Userflow account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Userflow
Each one is a real action the agent can take on its own, the same things a person clicking around Userflow could do. Read-only by default; write actions are confirmed against your policy.
- Create or Update a Group Tool to create a new group or update an existing group (also referred to as companies in the Userflow UI). Use when you need to create a new group or update attributes of an existing group by providing the group ID.
- Create or Update a User Tool to create a new user or update an existing user in Userflow. Use when you need to synchronize user data from your back-end to Userflow. If the user ID exists, attributes will be merged; otherwise a new user is crea…
- Delete a Content Session Tool to permanently delete a content session including its associated progress and survey answers. Use when you need to remove a content session from the system. This action cannot be undone. This operation is idempoten…
- Delete a Group Tool to permanently delete a group including all their attributes, memberships and events. Use when you need to remove a group from the system. This action cannot be undone, but users who were members of the group will…
- Delete a User Tool to permanently delete a user including all their attributes, memberships, events and flow history. Use when you need to remove a user from the system. This action cannot be undone, but groups that the user was a me…
- Get a Content Object Tool to retrieve details of a specific content object (flow, checklist, or launcher) by ID. Use when you need to get information about a single content object, including its draft and published versions.
- Get a Content Version Tool to retrieve details of a specific content version by ID. Use when you need to get information about a versioned content object, including its questions (for surveys) or tasks (for checklists).
- Get a Group Tool to retrieve details of a specific group (company) by group_id. Use when you need to get information about a group including their attributes, creation timestamp, and optionally expanded relationships like membershi…
- Get a User Tool to retrieve details of a specific user by user_id. Use when you need to get information about a user including their attributes, creation timestamp, and optionally expanded relationships like memberships and groups.
- List Attribute Definitions Tool to retrieve all attribute definitions for users and groups tracked by Userflow. Use when you need to see what attributes are being tracked. Attribute definitions are automatically created when new attributes are se…
- List Content Tool to retrieve all content (flows, checklists, and launchers) in your Userflow account. Use when you need to check what content is available for users to start in your application.
- List Content Sessions Tool to retrieve all content sessions tracking user interactions with content. Use when you need to see user journeys through flows, checklists, or launchers, including their progress and survey answers.
- List Content Versions Tool to retrieve all versions of content including survey questions and checklist tasks. Use when you need to see the version history of flows, checklists, or launchers to track changes over time.
- List Event Definitions Tool to retrieve all event definitions tracked in Userflow. Use when you need to see what events are being tracked. Event definitions are automatically created when new events are tracked.
- List Groups Tool to retrieve all groups (companies) in your Userflow account with pagination and filtering support. Use when you need to list groups or search for specific groups based on attributes. Note: Groups are called 'Compan…
- List Users Tool to retrieve a paginated list of all users. Use when you need to list users with optional filtering, sorting, and expansion of related objects like memberships and groups.
- Remove a User from a Group Tool to remove a user from a group (group membership). Use when you need to revoke a user's membership in a specific group. This operation is idempotent and will succeed even if the user is not already a member of the g…
- Track an Event Tool to record a custom event for a user or group for analytics and personalization. Use when you need to track user actions or behaviors. Events can be associated with just a user, just a group, or both a user and a gr…
Setup
How we connect it
- 1
Connect your account
You create a key in Userflow, 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
Userflow 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 Userflow'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 Userflow 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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