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Beyond-Bot.ai + retently
Retently is a customer experience management platform that enables businesses to collect, analyze, and act on customer feedback through surveys and integrations.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to retently.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in retently.
Trigger Workflows
Start automated workflows in retently based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within retently.
Retently Add Feedback Tags
Add tags to feedback items by providing feedback ids and corresponding tags.
Retently Add Feedback Topics
Add topics to feedback items by providing feedback ids and corresponding topics.
Retently Create Or Update Customers
Tool 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.
Retently Delete Customers
Delete customers from the workspace by providing their unique ids.
Retently Get Campaigns
Tool to retrieve a list of campaigns associated with the account. use when you need to get details about all campaigns.
Retently Get Customers
Retrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.
Retently Get Customer By Id
Tool to retrieve detailed information about a specific customer by their unique id. use when you need to get all the details of a customer.
Retently Get Feedback
Tool to retrieve feedback received from customers. use when you need to get a list of feedback, with optional parameters for pagination and sorting.
Retently Get Feedback By Id
Tool to retrieve detailed information about specific feedback by its unique id. use when you need to get the details of a single feedback entry.
Retently Get Latest Score
Tool to retrieve the latest nps score for the account. use when you need to get the most up-to-date nps score.
Retently Get Outbox
Retrieve the outbox of surveys that are scheduled to be sent.
Retently Get Reports
Tool to retrieve reports related to nps surveys, including scores and trends. use when you need to get campaign performance data.
Retently Get Templates
Tool to retrieve a list of survey templates available in the account. use when you need to get the available survey templates.
Retently Send Transactional Survey
Tool 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.
Retently Unsubscribe Customers
Unsubscribe customers from receiving surveys by providing their email addresses.