Retently for AI agents
Agents read Retently at once. Changes and sends are held for a person's approval by default.
About Retently
Retently is a customer experience management platform that enables businesses to collect, analyze, and act on customer feedback through surveys and integrations.
What an agent can do in Retently
Every Retently 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 Retently without asking first. 9 actions.
- Get CampaignsTool to retrieve a list of campaigns associated with the account. Use when you need to get details about all campaigns.
- Get Customer By IDTool to retrieve detailed information about a specific customer by their unique ID. Use when you need to get all the details of a customer.
- Get CustomersRetrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.
- Get FeedbackTool to retrieve feedback received from customers. Use when you need to get a list of feedback, with optional parameters for pagination and sorting.
- Get Feedback by IDTool to retrieve detailed information about specific feedback by its unique ID. Use when you need to get the details of a single feedback entry.
- Get Latest ScoreTool to retrieve the latest NPS score for the account. Use when you need to get the most up-to-date NPS score.
- Get OutboxRetrieve the outbox of surveys that are scheduled to be sent.
- Get ReportsTool to retrieve reports related to NPS surveys, including scores and trends. Use when you need to get campaign performance data.
- Get TemplatesTool to retrieve a list of survey templates available in the account. Use when you need to get the available survey templates.
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. 6 actions.
- Add Feedback TagsAdd tags to feedback items by providing feedback IDs and corresponding tags.
- Add Feedback TopicsAdd topics to feedback items by providing feedback IDs and corresponding topics.
- Create or Update CustomersTool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties. Use this to manage your customer base in Retently.
- Delete CustomersDelete customers from the workspace by providing their unique IDs.
- Send Transactional SurveyTool to send a transactional survey to customers. Use when you need to send a survey to a customer after a specific event, with an optional delay.
- Unsubscribe CustomersUnsubscribe customers from receiving surveys by providing their email addresses.
Changes wait in Needs you
Changes and sends in Retently 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.
Retently questions
Can an agent change data in Retently on its own?
Not by default. Changes and sends in Retently 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 Retently?
This connector lists 9 read actions. Reads run at once, without waiting for approval.
How does Retently connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.