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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.

API key

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.

How we protect your data

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.