Add Retently to your AI agent
Retently is a customer experience management platform that enables businesses to collect, analyze, and act on customer feedback through surveys and integrations.
- Things your agent can do in Retently
- 15
Things your AI can do in Retently
Your FormWise AI can handle any of these in Retently — on its own, without you needing to click a button.
Add Feedback Tags
PopularAdd tags to feedback items by providing feedback IDs and corresponding tags.
Add Feedback Topics
PopularAdd topics to feedback items by providing feedback IDs and corresponding topics.
Create or Update Customers
PopularTool to create new customers or update existing ones by providing their details, including email, name, company, tags, and properties. Use this to manage your customer base in Retently.
Delete Customers
PopularDelete customers from the workspace by providing their unique IDs.
Get Campaigns
PopularTool to retrieve a list of campaigns associated with the account. Use when you need to get details about all campaigns.
Get Customer By ID
PopularTool to retrieve detailed information about a specific customer by their unique ID. Use when you need to get all the details of a customer.
Get Customers
PopularRetrieve a list of customers with optional parameters for pagination, sorting, and filtering by email or date range.
Get Feedback
PopularTool to retrieve feedback received from customers. Use when you need to get a list of feedback, with optional parameters for pagination and sorting.
Get Feedback by ID
PopularTool to retrieve detailed information about specific feedback by its unique ID. Use when you need to get the details of a single feedback entry.
Get Latest Score
PopularTool to retrieve the latest NPS score for the account. Use when you need to get the most up-to-date NPS score.
Get Outbox
PopularRetrieve the outbox of surveys that are scheduled to be sent.
Get Reports
PopularTool to retrieve reports related to NPS surveys, including scores and trends. Use when you need to get campaign performance data.
Show 3 more things it can do
Get Templates
PopularTool to retrieve a list of survey templates available in the account. Use when you need to get the available survey templates.
Send Transactional Survey
PopularTool to send a transactional survey to customers. Use when you need to send a survey to a customer after a specific event, with an optional delay.
Unsubscribe Customers
PopularUnsubscribe customers from receiving surveys by providing their email addresses.
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 Retently is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Retently, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Retently for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Retently work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Retently to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Retently in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Retently.
- 3
Hit "Connect"
Click "Connect Retently" 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 Retently
Build a quick AI Agent (it's like writing instructions, not code), and pick the Retently actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Retently for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Retently 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 Retently users had before signing up
Do I need to know how to code?
Not even a little. If you can use Retently today, you can set this up. You'll connect Retently, 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 Retently 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 Retently or delete everything any time.
What happens when Retently updates their app?
We handle it. When Retently 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 Retently 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 Retently — 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 Retently on FormWise
Retently is a customer experience management platform that enables businesses to collect, analyze, and act on customer feedback through surveys and integrations.
Connect Retently once and your FormWise AI gets 15 things it can do inside it. That means your AI can handle the Retently 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 Retently? Take a look at www.retently.com.
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Stop doing the Retently 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.