Userlist
Your AI agent manages Userlist company records and user relationships during live conversations. When a new customer signs up or an account needs cleanup, the agent pushes the data to Userlist automatically, triggering the right onboarding campaigns without manual intervention.
Your AI agent keeps Userlist in sync with customer interactions, managing company records and user relationships in real time as conversations unfold.
Userlist
See how SaaS companies use AI agents with Userlist to automate onboarding flows, manage account lifecycle, and keep user data in sync.
A new user signs up and tells the chatbot they are an admin for their company. Your AI Agent pushes the user-company relationship to Userlist with the admin role and plan tier. Userlist's onboarding sequence for admin users triggers immediately, sending setup guides and admin-specific feature tips. The user starts receiving relevant content within minutes of signing up.
A customer requests account cancellation through the chatbot. Your AI Agent confirms the request, deletes the company record from Userlist, and confirms that all active campaigns for that account have stopped. The customer receives a final farewell email from the existing automation, but no further messages. Your list stays clean without manual hygiene work.
An existing member gets promoted to owner. Your AI Agent updates their Userlist relationship from member to owner, attaching the promotion timestamp. Userlist's lifecycle automation detects the role change and switches the user to owner-specific campaigns with billing guides and team management tips. The transition happens seamlessly within the conversation.
Userlist
FAQs
The agent pushes user-company relationships including user identifier, company identifier, relationship type (member, admin, owner), custom key-value data, and timestamps. It can also delete company records by identifier.
The agent does not trigger campaigns directly. Instead, it pushes relationship data that Userlist's automation engine uses to trigger the appropriate campaigns. When the agent sets a user's role to admin, for example, Userlist's admin onboarding campaign activates automatically based on your configured rules.
You provide your Userlist Push API key, found in your Userlist account settings under API. This single key authenticates all agent requests. No OAuth or multi-step authentication required.
Yes. The agent pushes separate relationships for each user-company pair. A user can be an admin of Company A and a member of Company B, with different custom data attached to each relationship. Userlist handles multi-company targeting natively.
No. Tars pushes data to Userlist's API during conversations and does not maintain copies of user profiles, company records, or relationship data. All customer information resides in your Userlist account.
The JavaScript snippet tracks in-app events on your website. Tars extends Userlist's data collection to conversational channels like WhatsApp, SMS, and embedded chat widgets where JavaScript snippets cannot run. Both methods complement each other.
Userlist creates the company record automatically when a relationship is pushed with a new company identifier. The agent does not need to create the company separately first. This simplifies the workflow for dynamic account creation during conversations.
The current integration supports deleting company records and managing relationships. Individual user deletion is handled through Userlist's dashboard or their full API. The agent focuses on the relationship and company management that drives campaign automation.
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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