Refiner

Integrate Refiner with your AI workspace

Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.

Explore Triggers and Actions

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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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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