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Beyond-Bot.ai + refiner
Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to refiner.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in refiner.
Trigger Workflows
Start automated workflows in refiner based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within refiner.
Refiner Delete Contact
Tool to delete a specific contact by its identifier. use after confirming the contact's id, email, or uuid.
Refiner Get Account Info
Tool to fetch refiner account subscription and environment usage details. use when you need to audit your current plan and usage.
Refiner Get Contact
Tool to retrieve details of a specific contact by its id. use when you need all stored traits for a known user.
Refiner Get Contacts
Tool to retrieve a list of contacts from your refiner account. use when you need to filter or paginate through contacts.
Refiner Get Forms
Tool 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.
Refiner Get Reporting
Tool 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 segments.
Refiner Get Responses
Tool to retrieve all survey responses from your refiner account with optional filtering and pagination. use after confirming survey creation to pull response data.
Refiner Get Segments
Tool to retrieve a list of user segments from your refiner account. use when you need to view or paginate segments.
Refiner Track Event
Tool to record a user event by name for a user identified via user id or email. use after confirming the identifier and event name.
Refiner Update Contact
Tool to update an existing contact's attributes or account. use when you have a contact `id` or `email` and want to modify traits or grouping.