Delete Contact
Tool to delete a specific contact by its identifier. Provide either the user ID or email address to identify and delete the contact.
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Integrate Refiner
with your AI CRM
Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.
Explore Triggers and Actions
Get Account Info
Retrieves Refiner account information including subscription plan, usage limits, and environment statistics. This action provides: - Current subscription plan and usage limits (MTU, MTE, MPV, MSR) - Usage counters for monthly tracked users, events, page views, and survey responses - Per-environment breakdown of usage statistics - Last updated timestamps for all usage metrics Use this when you need to check account status, monitor usage against limits, or audit environment statistics.
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Get Contact
Retrieve detailed information about a specific contact using their ID, email, or UUID. Returns all stored attributes, segments, and account information.
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Get Contacts
Tool to retrieve a list of contacts from your Refiner account. Use when you need to filter or paginate through contacts.
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Get Forms
Tool to retrieve a list of forms (surveys) from your Refiner account with optional filtering and pagination. Use when you need to list surveys by state, page, or include extra info/config.
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Get Reporting
Tool to retrieve aggregated reporting data for surveys including metrics and analytics. Use when you need survey analytics over a time range filtered by type, question identifiers, tags, forms, or segments.
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Get Segments
Tool to retrieve a list of user segments from your Refiner account. Use when you need to view or paginate segments.
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Get Survey Responses
Tool to retrieve all survey responses from your Refiner account with optional filtering and pagination. Use after confirming survey creation to pull response data.
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Track Event
Tool to record a user event by name for a user identified via user ID or email. Use after confirming the identifier and event name.
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Update Contact
Tool to create or update a contact's attributes or account. Identifies a contact by `id` or `email` and updates their traits or account grouping. If the contact doesn't exist, it will be created automatically.
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How the Refiner integration works
The Refiner integration connects your Dench AI CRM directly to Refiner, so agents can read and act on your Refiner data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
10 actions are available for agents to invoke on your behalf. Every call runs through Refiner's own authorization, scoped to the account you connect.
Set up Refiner in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Refiner and click Connect — you'll authorize access through Refiner's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Refiner 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 Refiner integration work with Dench?
The Dench Refiner integration connects your AI CRM to Refiner, so AI agents can work with your Refiner 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 Refiner via Dench?
The Refiner integration currently exposes 10 actions, including Delete Contact, Get Account Info, Get Contact, Get Contacts, Get Forms, and Get Reporting. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Refiner to Dench?
No. You connect Refiner from your Dench workspace using Refiner's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Refiner integration secure?
Connections are authorized through Refiner's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Refiner connection from your workspace settings at any time.