manage_suppressions
Manage the suppression list to block specific email addresses or domain patterns from receiving surveys. Supports listing, adding, and removing suppressed emails and domain patterns. Domain patterns support wildcards (e.g., `*.example.com`) and categorization (corporate, disposable, invalid). Only manually added suppressions can be removed.
unsubscribe_customers
Unsubscribe one or more customers from receiving future surveys. Optionally include a custom opt-out message explaining the reason for unsubscription.
annotate_feedback
Add topics and/or tags to a survey response. Topics include a sentiment (positive, neutral, or negative). You can choose to append new topics/tags to existing ones or replace them entirely.
manage_customers
Create, update, or delete customers in Retently. Customers are identified by email address. When creating or updating, existing customers matched by email will have their data merged (existing properties not included in the request are preserved). Supports bulk operations for up to 1,000 customers per request.
get_customers
Retrieve customers from Retently. Look up a single customer by ID or email, or list customers with pagination, date range filtering, and custom attribute filters.
get_campaigns
Retrieve all survey campaigns and optionally all survey templates. Each campaign includes its metric type (NPS, CSAT, CES, 5-Star), channel (email, link, in-app, Intercom), campaign type (transactional, recurring), and active status. Use this to find campaign IDs for sending surveys or filtering feedback.
get_reports
Retrieve campaign reports with trend data, delivery statistics, and additional rating question stats. Reports can be filtered by a specific campaign and date range. Includes daily trend breakdown, overall scores, and delivery metrics (sent, opened, responded, bounced, opted-out).
get_feedback
Retrieve survey responses and feedback from Retently. Look up a single response by ID, or list responses with filtering by customer, campaign, date range, and custom attributes. Each response includes score, text feedback, sentiment, topics, tags, and additional question answers.
get_trends
Retrieve trend groups and detailed trend data. Without a groupId, returns all trend groups. With a groupId, returns detailed trend data including current vs baseline scores, trend lines, and respondent distributions. Supports various date range presets (today, past-week, past-month, etc.) or custom date ranges.
get_score
Retrieve the latest overall score for a specific survey metric (NPS, CSAT, CES, or 5-Star) across your account. Includes the score value, rating distribution, and respondent category breakdowns (e.g., promoters/passives/detractors for NPS).
get_outbox
Retrieve sent surveys from the outbox with delivery status and recipient details. Filter by campaign, channel, date range, send method, and customer attributes. Each entry includes delivery status (sent, opened, responded, bounced, opted-out) and response details if available.
send_survey
Send a transactional survey (NPS, CSAT, CES, or 5-Star) to one or more customers via a specified campaign. The campaign must be a transactional campaign and must be active. Optionally delay sending by a specified number of days. Recipients that don't exist will be automatically created as customers.
get_companies
Retrieve company information from Retently. Look up a single company by ID or domain name, or list companies with pagination and sorting. Company data includes industry, tags, NPS/CSAT/CES/Star metrics, and customer counts.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
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.
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
Manage customer experience surveys including NPS, CSAT, CES, and 5-Star metrics. Create, update, and delete customers with custom properties and tags. Send transactional surveys via email or in-app channels with optional delivery delays. Retrieve and annotate survey responses with topics, sentiments, and tags. Access campaign reports, score trends, and delivery statistics. Manage survey suppression lists and customer unsubscriptions. Monitor webhook events for new responses, score updates, bounces, and unsubscribes.
Common questions about connecting Retently to AI agents with Metorial.
