Engage for AI agents

Agents read Engage at once. Changes and sends are held for a person's approval by default.

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About Engage

Engage turns your customers into fans with personalised messaging; using emails, push and in-app notifications, and SMS.

What an agent can do in Engage

Every Engage action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Engage without asking first. 5 actions.

Get ListTool to retrieve a single List by its ID. Use when you need to fetch details about a specific List.
Get User By IDTool to retrieve a single user by their user ID. Use when you need to fetch complete user information including metadata, attributes, devices, lists, segments, and message statistics.
List ListsTool to retrieve a paginated list of all Lists in Engage. Use when you need to view available Lists or iterate through all Lists in the account.
List UsersTool to retrieve a paginated list of all users in Engage. Use when you need to list users with optional filtering by email and cursor-based pagination support.
Get Account MembersTool to retrieve all members (Customers) of an Account in Engage. Use when you need to list users who are part of a specific account.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 17 actions.

Add Customer to AccountsTool to add a customer to one or more account entities. Use when you need to associate a user with accounts and optionally assign roles.
Add User to ListsTool to add a Customer or Account to one or more Lists in Engage.so. Use when you need to subscribe a user to specific lists for targeted messaging.
Archive ListTool to archive a List in Engage. Use when you want to prevent new subscribers from being added to a list. Existing subscribers will not be affected.
Create UserTool to create a new user (Customer or Account) in Engage. Use when you need to add a user with optional metadata, device tokens, or list subscriptions.
Delete UserTool to completely delete all user data for a Customer or Account. This is a permanent, destructive action that removes all associated user data from Engage.
Subscribe User to ListTool to create a user and subscribe them to an Engage.so List. Use when you need to add users to a specific list for email marketing or user segmentation. If the user already exists, they will be adde
Archive UserTool to archive a user in Engage. Use when you need to deactivate a user account while preserving all historical data. The user will stop being active and all engagement and events for the user will b
Convert User TypeTool to convert a user between Customer and Account entity types. Use when you need to change a customer to an account or vice versa.
Create ListTool to create a new List in Engage for organizing subscribers. Use when you need to set up a new list for managing contacts or subscribers.
Delete Subscriber From ListTool to remove a subscriber from a List entirely (different from unsubscribing). Use when you need to completely delete a subscriber's association with a specific list.
Merge UsersTool to merge two user profiles in Engage. The source user is merged into the destination user, and the source user profile is removed. Use when you need to consolidate duplicate user accounts or comb
Remove Customer from AccountTool to remove a Customer from an Account in Engage. Use when you need to disassociate a customer from a specific account.

Show all 17

Batch RequestTool to batch multiple create user, update user, and add user events operations into a single API call. Use when you need to perform multiple operations efficiently at the cost of one API request. The
Track User EventTool to add user events to Engage. Use this to track user actions and events in your application. You can later segment users based on these actions or events.
Update Account RoleTool to update the role of a Customer in an Account or set a new one if none exists. Use when you need to assign or change a customer's role within a specific account.
Update Subscriber StatusTool to update a subscriber's status on a List. Use when you need to subscribe, re-subscribe, or unsubscribe a user from a specific List.
Update UserTool to update user data and attributes on Engage. Use this to update user data changes like changes in plan, name, location, etc. If the user doesn't exist, this method creates the user.

Changes wait in Needs you

Changes and sends in Engage are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Engage questions

Can an agent change data in Engage on its own?

Not by default. Changes and sends in Engage are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Engage?

This connector lists 5 read actions. Reads run at once, without waiting for approval.

How does Engage connect?

It connects with Username and password. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Engage to your agents.

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