Retently AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Retently MCP or direct API to send surveys, analyze customer feedback, fetch NPS scores, and trigger follow-ups through natural language.
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Retently is a customer experience management platform for gathering and analyzing customer feedback via surveys. It helps businesses improve retention by acting on real-time insights from their customers.
▪ Tools & Triggers
Supported Tools and Triggers
Every Retently action and event your agent gets out of the box.
Add Feedback Tags
Add tags to feedback items by providing feedback IDs and corresponding tags.
Add Feedback Topics
Add topics to feedback items by providing feedback IDs and corresponding topics.
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.
Delete Customers
Delete customers from the workspace by providing their unique IDs.
Get Campaigns
Tool to retrieve a list of campaigns associated with the account. Use when you need to get details about all campaigns.
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.
Get Customers
Retrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.
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.
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.
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.
Get Outbox
Retrieve the outbox of surveys that are scheduled to be sent.
Get Reports
Tool to retrieve reports related to NPS surveys, including scores and trends. Use when you need to get campaign performance data.
Get Templates
Tool to retrieve a list of survey templates available in the account. Use when you need to get the available survey templates.
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.
Unsubscribe Customers
Unsubscribe customers from receiving surveys by providing their email addresses.
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