Integration · Marketing
AI agents for Smile.io
Run a Smile.io loyalty program: find customers and their points balance and VIP tier, add or deduct points, list points history and the customer's rewards, list the rewards points can buy and redeem one for a customer.
- Actions
- 8
- Read
- 5
- Write
- 3
Actions
What your agents can do in Smile.io
Run a Smile.io loyalty program: find customers and their points balance and VIP tier, add or deduct points, list points history and the customer's rewards, list the rewards points can buy and redeem one for a customer, and record custom activities that earn points.
Read 5
Look things up. Nothing changes.
Find customers
Lists loyalty customers, newest first, optionally by email (Smile does not enforce unique emails, so several may match), state (member, candidate, disabled) or change time.
Get a customer
Reads one loyalty customer by Smile ID: customer with email, names, state, points_balance, vip_tier_id, referral_url, and with VIP status the current tier, progress and next tier.
List points history
Lists points transactions, newest first, for one customer or all, optionally changed since a time.
List rewards for points
Lists what customers can buy with points (points products).
List issued rewards
Lists rewards issued to customers (discount codes and other rewards), for one customer or all, by fulfillment status (pending, issued, cancelled, failed) or use (used, unused).
Write 3
Create, change or send.
Add or deduct points
Adds points to (positive number) or deducts points from (negative) a customer's balance, with a description the customer sees and an internal note.
Redeem points for a reward
Spends a customer's points on a points product (a discount code, free product …), for a variable product the number of points to spend.
Record a custom activity
Records that a customer did something your program rewards (a custom activity set up in Smile, named by its token, like activity_XXXX), so Smile awards the points its earning rule gives.
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 Smile.io 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 Smile.io data
Ask a question in plain words. The agent can find customers, get a customer or list points history in Smile.io, then answers with what it found.
- 02
Let an agent update Smile.io
Have the agent add or deduct points or record a custom activity in Smile.io 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 Smile.io and Slack: it can find customers in Smile.io and post a summary to a Slack channel in the same run.
FAQ
Smile.io and MyDeepAgents
Can MyDeepAgents connect to Smile.io?
Yes. The Smile.io connector has 8 actions: 5 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Smile.io?
Paste an API key from your Smile.io 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 Smile.io without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use Smile.io in workflows as well as agents?
Yes. Every Smile.io action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Smile.io to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.