Connect Retently with Hookshot™ and your stack

Retently is a customer experience management platform that enables businesses to collect, analyze, and act on customer feedback through surveys and integrations.

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Tools and triggers

What Agents can do in Retently

Available tools and events after Retently is connected.

  • Add Feedback Tags

    Add tags to feedback items by providing feedback IDs and corresponding tags.

  • Add Feedback Topics

    Add topics to feedback items by providing feedback IDs and corresponding topics.

  • Create or Update Customers

    Tool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties. Use this to manage your customer base in Retently.

  • Delete Customers

    Delete customers from the workspace by providing their unique IDs.

  • Get Campaigns

    Tool to retrieve a list of campaigns associated with the account. Use when you need to get details about all campaigns.

  • Get Customer by ID

    Tool to retrieve detailed information about a specific customer by their unique ID. Use when you need to get all the details of a customer.

  • Get Customers

    Retrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.

  • Get Feedback

    Tool to retrieve feedback received from customers. Use when you need to get a list of feedback, with optional parameters for pagination and sorting.

  • Get Feedback by ID

    Tool to retrieve detailed information about specific feedback by its unique ID. Use when you need to get the details of a single feedback entry.

  • Get Latest Score

    Tool to retrieve the latest NPS score for the account. Use when you need to get the most up-to-date NPS score.

  • Get Outbox

    Retrieve the outbox of surveys that are scheduled to be sent.

  • Get Reports

    Tool to retrieve reports related to NPS surveys, including scores and trends. Use when you need to get campaign performance data.

  • Get Templates

    Tool to retrieve a list of survey templates available in the account. Use when you need to get the available survey templates.

  • Send Transactional Survey

    Tool to send a transactional survey to customers. Use when you need to send a survey to a customer after a specific event, with an optional delay.

  • Unsubscribe Customers

    Unsubscribe customers from receiving surveys by providing their email addresses.

Setup

Connect Retently in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.