Refiner
When customers ask about satisfaction trends or product feedback, your AI agent pulls live data from Refiner. Retrieve survey responses, check NPS metrics, look up contact details, and track user events, all without leaving the conversation.
Your AI agent accesses Refiner's survey responses, contact profiles, and reporting metrics, putting customer feedback at the center of every conversation.
Refiner
See how product and customer success teams use AI agents to surface survey insights, enrich contact profiles, and trigger feedback collection at the perfect moment.
A customer success manager asks the agent to find users who gave NPS scores below 7 this month. The AI Agent queries Refiner's reporting data filtered by NPS type and date range, retrieves the detractor contacts with their feedback comments, and surfaces the details. The CSM reaches out personally to each unhappy user before they churn.
A customer contacts support about a recurring bug. After resolving the issue, your AI Agent tracks a 'support_resolved' event in Refiner tied to that user's email. Refiner's targeting rules trigger a CSAT survey at the perfect post-resolution moment. The business captures satisfaction data while the experience is fresh.
Your CEO messages the AI Agent asking for this quarter's NPS breakdown by enterprise segment. The agent queries Refiner's reporting API with the segment UUID and date range, returns the score, promoter and detractor counts, and response rate. The executive gets a data-backed answer in seconds instead of waiting for the analytics team's weekly report.
Refiner
FAQs
The agent calls Refiner's Reporting API with type set to 'nps' and optional date range, form, or segment filters. It returns your NPS score, total responses, and the distribution of promoters, passives, and detractors. You can also request CSAT, ratings, or distribution report types using the same endpoint.
Yes. Refiner's responses endpoint accepts segment UUIDs as filters. The agent passes your segment identifier and retrieves only responses from users matching that segment criteria. You can combine segment filtering with date ranges and specific form UUIDs for precise data retrieval.
Tars requires your Refiner API key, which you generate from your Refiner dashboard under Integrations, Rest API. The key provides access to contacts, forms, responses, reporting, and event tracking. You control access scope through your Refiner account settings.
No. All survey responses, contact profiles, and reporting metrics are fetched from Refiner in real time during conversations. Tars does not maintain a copy of your Refiner data. Each query hits the live API, ensuring you always see the most current information.
The agent can track events in Refiner using the Track Event endpoint. If your Refiner surveys are configured to trigger on specific events, the agent's tracked event will activate the survey for that user. This enables post-conversation CSAT collection or milestone-based NPS surveys.
Refiner's dashboard requires logging in and navigating to reports. Tars AI Agents bring that data directly into conversations, meaning a product manager can ask a question in Slack or your website chat and get NPS scores, response summaries, or contact details instantly without opening another tool.
Yes. Using Refiner's Update Contact endpoint, the agent modifies attributes like subscription tier, score values, or custom traits by user ID or email. This keeps your Refiner contact data current based on real conversation insights, improving your survey targeting and segmentation.
The agent handles this gracefully. If no contact is found matching the provided email or ID, it reports that the user is not in your Refiner database and offers to track them as a new contact if appropriate. No errors or dead ends in the conversation flow.
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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