Plain
Your AI agent looks up customer profiles, creates support threads, and segments accounts in Plain, all during the initial conversation. B2B customers get fast, context-rich responses. Your support team gets pre-triaged threads with full history.
Your AI agent reads customer profiles, creates and updates threads, manages groups, and fetches company data from Plain's GraphQL API, keeping your B2B support pipeline organized in real time.
Plain
See how B2B support teams use AI agents with Plain to deliver faster resolutions, smarter routing, and richer customer context from the first interaction.
An enterprise customer emails about an urgent issue. Your AI Agent recognizes their email, looks up their Plain profile, sees they belong to the 'Enterprise' customer group with a high contract value, and creates a priority thread assigned directly to a senior support engineer. The customer gets routed to the right person in seconds. No triage delay, no generic queue.
A customer describes a complex technical issue through your website chat. Your AI Agent cannot resolve it autonomously but creates a thread in Plain with the complete conversation, detected issue category, and suggested labels. The support engineer opens the thread and has everything they need. No 'Can you repeat what you told the bot?' moments.
A customer success manager messages 'What's the contract value for Acme Corp?' Your AI Agent fetches the company record from Plain, retrieves the contract value, account owner, and domain, and responds instantly. The CSM gets the data without logging into Plain. Internal teams get self-service access to customer account intelligence.
Plain
FAQs
The agent queries Plain's API by email address or customer ID. Plain returns the full customer profile including name, email, company affiliation, customer groups, and external IDs. If the customer does not exist, the agent can create a new record using the upsert endpoint, which either creates or updates based on the identifier.
Yes. When creating a thread, the agent can specify a title, attach label type IDs for categorization, and assign the thread to a specific user on your team. This means threads arrive in Plain already categorized and routed. Your support team skips the manual triage step entirely.
Yes. Beyond the dedicated endpoints, the agent can execute arbitrary GraphQL queries and mutations against Plain's API. This covers advanced operations like fetching thread timelines, running custom filters, replying to threads, and retrieving label types. If Plain's API supports it, the agent can do it.
No. Tars queries Plain in real time during each conversation. Customer profiles, thread contents, and company details are fetched live and used only for the active interaction. We do not maintain a separate copy of your Plain support data.
Yes. The agent can create customer groups, add or remove customers from groups, and fetch tier details. This enables segment-based routing where enterprise customers get priority handling and SMB customers get self-service resources. Groups and tiers from Plain drive the agent's behavior automatically.
Plain's native AI assists your support team inside Plain. Tars AI agents work on the customer-facing side, engaging customers before they reach your team. The agent handles initial triage, gathers context, attempts self-service resolution, and only creates Plain threads when human intervention is needed. They complement each other.
Tars needs a Plain API key, which you generate from your Plain workspace settings. Enter it in the Tars Tools section. The key is encrypted at rest and in transit. Plain API keys scope access to your workspace, so the agent only sees data from your organization.
Both. The agent can create new threads, update thread titles, send replies within existing threads, and query threads by status. When a customer follows up on an existing issue, the agent finds the thread in Plain and adds the new information instead of creating duplicates. Conversation continuity is maintained.
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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