Magnetic
Client asks about project status. Your AI agent pulls the answer from Magnetic in real time, searching tasks, contacts, and follow-ups without anyone opening the platform. Professional services firms keep clients informed and teams aligned through conversational AI powered by live project data.
Your AI agent reaches into Magnetic's project management system to surface tasks, contacts, follow-ups, and opportunity statuses whenever someone asks.
Magnetic
See how agencies and consulting firms use AI to keep clients updated, surface project data, and manage follow-ups without switching between tools.
A client messages, 'How is our branding project going?' Your AI Agent searches Magnetic tasks for that client's grouping, finds four tasks complete and two in progress, and sends a concise update with the remaining timeline. The client gets transparency instantly, and your account manager avoids a 15-minute dashboard session to draft the same answer.
An account manager starts their day by asking the AI Agent for today's follow-ups. The agent retrieves all pending follow-ups from Magnetic assigned to that user, lists three client touchpoints with context, and highlights one overdue item. The manager starts their day focused and prepared, no dashboard trawling required.
During a weekly standup, the sales lead asks, 'What proposals are still outstanding?' Your AI Agent queries Magnetic's opportunity statuses, identifies seven unsigned groupings, and breaks them down by stage. The leadership team reviews the pipeline in conversation, makes decisions on the spot, and skips the traditional report-pulling exercise.
Magnetic
FAQs
The agent uses Magnetic's search contacts endpoint, querying by field name (like email or lastName) and value. It can also filter by client ID to narrow results to a specific account. The API returns matching contacts with their full profile data, and the agent presents the relevant details conversationally.
Yes. The agent can fetch individual tasks by ID and retrieve custom field definitions for groupings. This means project-specific fields your team has configured in Magnetic, like budget codes or internal status labels, are accessible through the agent alongside standard task properties.
Groupings in Magnetic represent projects or jobs. Signed groupings are active projects, while unsigned groupings are opportunities or proposals. The agent retrieves grouping lists, statuses, and tags to give your team a portfolio-level view of active and pending work.
The current integration focuses on retrieving data. The agent searches contacts, tasks, and groupings, fetches follow-ups, and reads statuses. It does not create, update, or delete records in Magnetic, ensuring your project data remains exactly as your team manages it.
The follow-ups endpoint returns tasks assigned to the authenticated user. If you need visibility into another team member's follow-ups, you would need to authenticate with their API token or use the task search endpoint to filter by assignee across the organization.
Magnetic's dashboard requires logging into the platform and navigating through screens. Tars brings that data into conversational channels like Slack, WhatsApp, or your website. Clients and team members ask questions in plain language and get answers without learning the Magnetic interface.
Magnetic uses an API token for authentication. You generate this token from your Magnetic account and enter it in the Tars dashboard when adding the tool. The token authenticates all API requests, and you can regenerate it anytime from Magnetic to revoke access.
Yes. The agent can retrieve user details by ID and list all users in your company through Magnetic's API. Combined with task and grouping data, it can identify who is working on what, making resource visibility available through conversation.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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