Add User to Accounts
Add a customer to one or more Engage accounts, optionally assigning a role in each account.
ActionTry it
Integrate Engage Platform
with your AI CRM
Engage Platform provides customer data, account, list, event, batch, and transactional messaging APIs for customer engagement workflows.
Explore Triggers and Actions
Add User to Lists
Add and subscribe an existing user to one or more Engage lists. This tool does not remove list memberships or implement bulk removal.
ActionTry it
Archive List
Archive a list so it disappears from list results and cannot receive new subscribers. This is not permanent deletion; direct retrieval may still return the archived record.
ActionTry it
Create List
Create an Engage user list and return its Engage list ID for subscription tools.
ActionTry it
Create User
Create an Engage customer or account with a caller-chosen application UID. Use UPSERT_USER when the UID may already exist.
ActionTry it
Delete User Attribute
Permanently remove one custom meta attribute from a user. Standard fields such as first_name, last_name, email, and number cannot be removed.
ActionTry it
Get List
Retrieve an Engage list by its internal list ID. Direct retrieval can return archived lists, so a successful response does not prove the list is active.
ActionTry it
Get User
Retrieve one Engage customer or account by its caller-supplied application UID, not Engage's internal ID.
ActionTry it
List Account Members
List customers belonging to one Engage account identified by its application UID.
ActionTry it
List Lists
Return one cursor-controlled page of active Engage user lists. Archived lists are omitted by the provider.
ActionTry it
List Users
Return one cursor-controlled page of Engage customers and accounts, optionally filtered by exact email.
ActionTry it
Remove List Subscriber
Completely remove one user's membership from one Engage list. This differs from unsubscribe, which retains membership.
ActionTry it
Remove User From Account
Permanently remove one customer's membership from one Engage account. This does not delete either user record.
ActionTry it
Set Account Member Role
Set or replace a customer's role in one Engage account membership.
ActionTry it
Set List Subscription
Subscribe, resubscribe, or unsubscribe an existing user on one Engage list. Unsubscribing retains the membership record; use REMOVE_LIST_SUBSCRIBER to remove it completely.
ActionTry it
Track User Event
Append an immutable event to a user's Engage activity history. A successful status confirms ingestion only; this tool cannot remove the event later. If dispatch is ambiguous, do not retry because doing so may duplicate the event.
ActionTry it
Update List
Update supplied settings on an existing Engage list without changing unspecified fields.
ActionTry it
Upsert User
Update profile or custom attributes for an application UID, creating the user if it does not exist. Only supplied fields are sent.
ActionTry it
How the Engage Platform integration works
The Engage Platform integration connects your Dench AI CRM directly to Engage Platform, so agents can read and act on your Engage Platform data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
18 actions are available for agents to invoke on your behalf. Every call runs through Engage Platform's own authorization, scoped to the account you connect.
Set up Engage Platform in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Engage Platform and click Connect — you'll authorize access through Engage Platform's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Engage Platform in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Engage Platform integration work with Dench?
The Dench Engage Platform integration connects your AI CRM to Engage Platform, so AI agents can work with your Engage Platform data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Engage Platform via Dench?
The Engage Platform integration currently exposes 18 actions, including Add User to Accounts, Add User to Lists, Archive List, Create List, Create User, and Delete User Attribute. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Engage Platform to Dench?
No. You connect Engage Platform from your Dench workspace using Engage Platform's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Engage Platform integration secure?
Connections are authorized through Engage Platform's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Engage Platform connection from your workspace settings at any time.