Add Reteno to your AI agent
Reteno is a customer engagement platform for managing contacts, behavioral events, messaging campaigns, and omnichannel communications.
- Things your agent can do in Reteno
- 14
Things your AI can do in Reteno
Your FormWise AI can handle any of these in Reteno — on its own, without you needing to click a button.
Get Account Balance
Return monetary balance, credit limit, currency, and remaining prepaid email and SMS quotas for the connected Reteno account.
Get Account Info
Return the Reteno organization and API user associated with the connected account. Use this to verify which account subsequent operations affect.
Get Contact
Return the full Reteno profile for one contact identified by its internal contact ID.
Get Contact Import Status
Return the current state and resulting contact IDs for an asynchronous Reteno contact import started by Upsert Contacts.
List Address Books
Return Reteno contact address books and their assigned field groups and fields.
List Contact Fields
List custom contact fields, their field IDs and keys, data types, allowed values, and validation metadata.
List Contact Messages
Return one page of a contact's email, SMS, push, web push, or App Inbox message history for a required date range.
List Contacts
List one bounded page of Reteno contacts. Optionally filter by external customer ID, email, phone, or name.
List Segments
Search Reteno contact segments by name and return one bounded page with segment IDs and types.
List Subscription Categories
List the organization's contact subscription categories and the keys used to manage communication preferences.
List Workflows
Search Reteno automation workflows by name and return their IDs, status, and tags.
Track Event
Send one non-retractable backend event for an identified contact. A new event type key is created after Reteno accepts its first event.
Show 2 more things it can do
Upsert Contact
Create or update a Reteno contact in real time and return its Reteno contact ID.
Upsert Contacts
Create or update 1-3000 Reteno contacts asynchronously using one explicit deduplication strategy. Returns an import session ID and immediate failures.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Reteno is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Reteno, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Reteno for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Reteno work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Reteno to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Reteno in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Reteno.
- 3
Hit "Connect"
Click "Connect Reteno" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Reteno
Build a quick AI Agent (it's like writing instructions, not code), and pick the Reteno actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Reteno for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Reteno workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Reteno users had before signing up
Do I need to know how to code?
Not even a little. If you can use Reteno today, you can set this up. You'll connect Reteno, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Reteno login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Reteno or delete everything any time.
What happens when Reteno updates their app?
We handle it. When Reteno adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Reteno takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Reteno — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Reteno on FormWise
Reteno is a customer engagement platform for managing contacts, behavioral events, messaging campaigns, and omnichannel communications.
Connect Reteno once and your FormWise AI gets 14 things it can do inside it. That means your AI can handle the Reteno work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Reteno? Take a look at reteno.com.
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Stop doing the Reteno work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.