Engage Platform for AI agents
Agents read Engage Platform at once. Changes and sends are held for a person's approval by default.
About Engage Platform
Engage Platform provides customer data, account, list, event, batch, and transactional messaging APIs for customer engagement workflows.
What an agent can do in Engage Platform
Every Engage Platform 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 Platform without asking first. 5 actions.
- Get ListRetrieve an Engage list by its internal list ID. Direct retrieval can return archived lists, so a successful response does not prove the list is active.
- Get UserRetrieve one Engage customer or account by its caller-supplied application UID, not Engage's internal ID.
- List Account MembersList customers belonging to one Engage account identified by its application UID.
- List ListsReturn one cursor-controlled page of active Engage user lists. Archived lists are omitted by the provider.
- List UsersReturn one cursor-controlled page of Engage customers and accounts, optionally filtered by exact email.
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. 13 actions.
- Add User to AccountsAdd a customer to one or more Engage accounts, optionally assigning a role in each account.
- Add User to ListsAdd and subscribe an existing user to one or more Engage lists. This tool does not remove list memberships or implement bulk removal.
- Archive ListArchive a list so it disappears from list results and cannot receive new subscribers. This is not permanent deletion; direct retrieval may still return the archived record.
- Create ListCreate an Engage user list and return its Engage list ID for subscription tools.
- Create UserCreate an Engage customer or account with a caller-chosen application UID. Use UPSERT_USER when the UID may already exist.
- Delete User AttributePermanently remove one custom meta attribute from a user. Standard fields such as first_name, last_name, email, and number cannot be removed.
- Remove List SubscriberCompletely remove one user's membership from one Engage list. This differs from unsubscribe, which retains membership.
- Remove User From AccountPermanently remove one customer's membership from one Engage account. This does not delete either user record.
- Set Account Member RoleSet or replace a customer's role in one Engage account membership.
- Set List SubscriptionSubscribe, resubscribe, or unsubscribe an existing user on one Engage list. Unsubscribing retains the membership record; use REMOVE_LIST_SUBSCRIBER to remove it completely.
- Track User EventAppend an immutable event to a user's Engage activity history. A successful status confirms ingestion only; this tool cannot remove the event later. If dispatch is ambiguous, do not retry because doin
- Update ListUpdate supplied settings on an existing Engage list without changing unspecified fields.
Show all 13
- Upsert UserUpdate profile or custom attributes for an application UID, creating the user if it does not exist. Only supplied fields are sent.
Changes wait in Needs you
Changes and sends in Engage Platform 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.
Engage Platform questions
Can an agent change data in Engage Platform on its own?
Not by default. Changes and sends in Engage Platform 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 Platform?
This connector lists 5 read actions. Reads run at once, without waiting for approval.
How does Engage Platform connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.