manage_account
Manages customer-account relationships in Engage. Accounts represent organizations that customers belong to. You can add customers to accounts, remove them, change their roles, convert user types, or list account members.
create_or_update_user
Creates a new user (customer or account) in Engage, or updates an existing user's attributes. When creating, provide a **uid** as the unique identifier from your application. When updating, the same uid is used to locate the user. Supports standard fields, custom metadata attributes, device tokens, list subscriptions, and account associations.
get_user
Retrieves a user's full profile from Engage by their unique identifier. Returns all standard attributes, custom metadata, list subscriptions, account associations, device tokens, and message stats.
manage_list
Creates, updates, retrieves, or archives a subscription list in Engage. Lists group customers for targeted messaging and campaigns. Supports double opt-in and redirect URLs for post-subscription behavior.
send_email
Sends a transactional email through Engage or a connected Email Service Provider (ESP). Supports HTML content, plain text, or pre-built templates with variable substitution. Useful for password resets, activity notifications, receipts, and other programmatic emails.
send_sms
Sends a transactional SMS through a connected SMS provider. Supports Twilio, Termii, Africa's Talking, KudiSMS, and Hollatags. The source parameter specifies which provider to use.
list_users
Retrieves a paginated list of users from Engage. Supports filtering by email and cursor-based pagination. Returns up to 30 users per page.
list_lists
Retrieves a paginated list of all subscription lists in your Engage account. Returns list details including subscriber counts and configuration.
archive_or_delete_user
Archives or permanently deletes a user from Engage. Archiving preserves the user data but deactivates the user. Deleting permanently removes the user.
track_event
Tracks a custom event for a user in Engage. Events can be used for user segmentation, triggering automation workflows, and tracking user behavior. Supports events with a single value, multiple properties, or just an event name.
merge_users
Merges two user profiles into one. The source user's data is combined into the destination user's profile. The source user is removed after merging.
manage_subscription
Manages a user's subscription to an Engage list. Can subscribe a new user, update subscription status (subscribe/unsubscribe), or remove a user entirely from a list. You can also add or remove a user from multiple lists at once using the bulk action.
Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Manage customers, track events, and send transactional messages across multiple channels. Create, update, archive, and merge user profiles with custom attributes. Organize customers into accounts and subscription lists with double opt-in support. Track custom events for segmentation and automation. Send transactional emails using HTML, text, or templates with tracking options. Send transactional SMS via integrated providers like Twilio and Termii. Manage device tokens for push notifications. Perform batch operations for bulk user and event processing.
Common questions about connecting Engage to AI agents with Metorial.
