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Beyond-Bot.ai + plain
Plain is a collaborative support platform for B2B support teams, offering a modern, AI-powered interface to consolidate support channels and assist customers efficiently.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to plain.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in plain.
Trigger Workflows
Start automated workflows in plain based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within plain.
Plain Add Customer To Group
Tool to add a customer to one or more customer groups. use when you have a customer and groups ready.
Plain Create Customer
Tool to create a customer. use after gathering email and full name to provision a new customer in plain.
Plain Create Customer Group
Tool to create a new customer group. use when needing to group customers for segmentation. creates a new customer group with specified name, key, color, and optional externalid.
Plain Create Thread
Tool to create a new thread. use after obtaining valid customer identifier.
Plain Delete Customer
Tool to delete a customer from the system. use when you need to remove a customer by their id.
Plain Delete User
Tool to delete a user from the system. use when you need to remove a user by their id after confirming existence.
Plain Fetch Company
Tool to fetch company details by id. use when you need the full profile of a company, including name, domain, contract value, owner info, and timestamps.
Plain Fetch Issues
Tool to fetch external issue links for a customer. use when you need to list all issues across a customer's threads.
Plain Fetch Tier
Tool to fetch a tier by its id. use when you have a tier id and need its metadata before proceeding. example: "fetch tier with id tier 123".
Plain Get Customers
Tool to fetch a list of customers. use when retrieving multiple customer records with pagination, filtering, or sorting.
Plain Get Customer By Email
Tool to fetch customer details by email. use after confirming the email exists to retrieve detailed customer information.
Plain Get Customer By Id
Tool to retrieve details of a specific customer by their unique id. use after obtaining the customer's id to fetch their complete record.
Plain Get Thread By Id
Tool to fetch details of a specific thread using its unique identifier. use after confirming the thread id is correct.
Plain Get User By Id
Tool to fetch user by id. use when you have a valid user id to retrieve detailed user information.
Plain List Customer Groups
Tool to list all customer groups. use when you need to retrieve group metadata with optional pagination or filters.
Plain List Threads
Tool to list all threads. use when you need to retrieve thread summaries with optional pagination.
Plain List Tiers
Tool to retrieve a list of tiers with pagination. use when you need to browse available tiers after determining pagination cursors. example: 'list tiers with first=25'.
Plain Plain Query Threads
Tool to retrieve a paginated list of threads. use when you need to list threads with optional status filtering.
Plain Remove Customer From Group
Tool to remove a customer from one or more customer groups. use when you need to revoke memberships.
Plain Send Message
Tool to send a new message within a thread. use after identifying the thread and preparing message content.
Plain Update Company
Tool to update an existing company's details. use when modifying a company's name or domain.
Plain Update Thread
Tool to update a thread's title. use when renaming a thread after confirming its id.
Plain Upsert Customer
Tool to upsert (create or update) a customer. use when syncing or ensuring a customer record exists before subsequent actions.