Refiner for AI agents
Agents read Refiner at once. Changes and sends are held for a person's approval by default.
About Refiner
Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.
What an agent can do in Refiner
Every Refiner 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 Refiner without asking first. 7 actions.
- Get Account InfoRetrieves Refiner account information including subscription plan, usage limits, and environment statistics. This action provides: - Current subscription plan and usage limits (MTU, MTE, MPV, MSR) - U
- Get ContactRetrieve detailed information about a specific contact using their ID, email, or UUID. Returns all stored attributes, segments, and account information.
- Get ContactsTool to retrieve a list of contacts from your Refiner account. Use when you need to filter or paginate through contacts.
- Get FormsTool to retrieve a list of forms (surveys) from your Refiner account with optional filtering and pagination. Use when you need to list surveys by state, page, or include extra info/config.
- Get ReportingTool to retrieve aggregated reporting data for surveys including metrics and analytics. Use when you need survey analytics over a time range filtered by type, question identifiers, tags, forms, or seg
- Get Survey ResponsesTool to retrieve all survey responses from your Refiner account with optional filtering and pagination. Use after confirming survey creation to pull response data.
- Get SegmentsTool to retrieve a list of user segments from your Refiner account. Use when you need to view or paginate segments.
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. 3 actions.
- Delete ContactTool to delete a specific contact by its identifier. Provide either the user ID or email address to identify and delete the contact.
- Track EventTool to record a user event by name for a user identified via user ID or email. Use after confirming the identifier and event name.
- Update ContactTool to create or update a contact's attributes or account. Identifies a contact by `id` or `email` and updates their traits or account grouping. If the contact doesn't exist, it will be created autom
Changes wait in Needs you
Changes and sends in Refiner 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.
Related connectors
Refiner questions
Can an agent change data in Refiner on its own?
Not by default. Changes and sends in Refiner 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 Refiner?
This connector lists 7 read actions. Reads run at once, without waiting for approval.
How does Refiner connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.