Integration · Help desk
AI agents for Kustomer
Search customers and conversations, read messages and notes, add internal notes, draft or schedule replies, open conversations, and change status, priority, assignees and tags in Kustomer.
- Actions
- 16
- Read
- 10
- Write
- 6
Actions
What your agents can do in Kustomer
16 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 10
Look things up. Nothing changes.
Search conversations or customers
Runs a Kustomer search.
List conversations
Lists the organization's conversations, newest first by default.
Get a conversation
Reads one conversation by ID, optionally with its customer.
List messages in a conversation
Reads a conversation's messages (emails, chats, SMS …), optionally of one channel.
List notes in a conversation
Reads a conversation's internal notes.
Get a customer
Reads one customer by ID.
Find a customer by email
Reads the customer with an email address.
List a customer's conversations
Lists one customer's conversations.
List users
Lists the organization's users (agents), 100 a page, or the one with an email.
List teams
Lists the organization's teams, 100 a page.
Write 6
Create, change or send.
Add an internal note
Adds an internal note (up to 10,240 characters) to a conversation, optionally @mentioning users or teams by ID.
Draft or schedule a reply
Creates an outbound reply to a customer on a conversation as a draft: it appears in the conversation for an agent to review and send.
Create a conversation
Opens a conversation for a customer with a name (its subject line), and optionally a status, priority (1 to 5), tags, assigned users and teams.
Update a conversation
Changes a conversation's status (open, snoozed with snooze_until, or done), priority (1 to 5), name, assigned users and teams (lists of IDs that replace the current ones), or tags.
Add tags to a conversation
Adds tags to a conversation by name (letters, digits, spaces and _ / < > - . only, up to 64 characters), creating any that do not exist yet, and keeps its other tags.
Create a customer
Adds a customer with a name, email addresses, phone numbers (E.164), your own external ID and company name.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Kustomer account.
What you enter
- API key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Kustomer data
Ask a question in plain words. The agent can search conversations or customers, list conversations or get a conversation in Kustomer, then answers with what it found.
- 02
Let an agent update Kustomer
Have the agent add an internal note or draft or schedule a reply in Kustomer as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Kustomer and Slack: it can search conversations or customers in Kustomer and post a summary to a Slack channel in the same run.
FAQ
Kustomer and MyDeepAgents
Can MyDeepAgents connect to Kustomer?
Yes. The Kustomer connector has 16 actions: 10 read and 6 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Kustomer?
Paste an API key from your Kustomer account. You'll need: API key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Kustomer without asking?
Only if you let it. Each of the 6 actions that change data can be set to wait for a person's approval before it runs.
Can I use Kustomer in workflows as well as agents?
Yes. Every Kustomer action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Kustomer to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.