A Gleap custom agent can read Refiner survey responses and reporting and update Refiner contacts through Composio. It suits SaaS teams that run in-app NPS or onboarding surveys with Refiner and handle the conversations that follow in Gleap.
What a Gleap agent can do in Refiner
- Read responses: Get Survey Responses returns answers with filters, so a scheduled agent picks up new detractor comments.
- Report the score: Get Reporting returns aggregated survey metrics for a time range, such as NPS for the last month.
- Update attributes: Update Contact sets traits such as a support tier or open ticket count, so Refiner can target or skip people.
- Record support events: Track Event logs an event such as a resolved ticket for a user, for use in survey targeting.
Example: Detractors get a personal follow-up
A SaaS team asks for NPS in the app with Refiner. Every morning a scheduled agent reads new responses, opens a Gleap ticket for each detractor who left a comment and includes the score and the comment. A teammate reads each ticket and decides whether to reply, call or pass the feedback to product.
How to connect Refiner
- In Gleap, open AI & Automation > Agents and select a custom agent, or create one.
- In its Tools section, click Add tool and search for “Refiner”.
- Pick Refiner under More integrations and click Connect Refiner.
- Paste your Refiner API key into the form Gleap shows and connect.
- Open the new Refiner tool and switch off every action the agent does not need, such as Delete Contact.
- Tell the agent in its instructions when to use Refiner, then test it in chat.
Custom agents are included in the Team, Pro and Enterprise plans. Kai Support can use connected apps as tools on Team, Pro and Enterprise. Kai Code, also on those plans, can use Refiner in coding sessions once you add it under Settings > MCP in Kai Code.
FAQ
Does Gleap integrate with Refiner?
Yes, through Composio. A Gleap custom agent can read Refiner responses, reporting, forms, segments and contacts, update contacts and track events. It reads and writes only during an agent run.
What can a Gleap AI agent do in Refiner?
It connects survey feedback with support: detractors become tickets, scores reach the team in a summary, and support events can shape who Refiner surveys next. Your team decides how to respond.
Which Gleap plan includes the Refiner integration?
Kai Support and Kai Code can use the Refiner toolkit on Team, Pro and Enterprise; custom agents that use it are on Team, Pro and Enterprise. Kai Support answers customers, so switch on only actions that are safe in a customer conversation. Connect with the API key of the Refiner account that runs your surveys. AI usage is billed separately; see pricing.
Can support activity keep Refiner from surveying upset customers?
Yes, if you set it up. The agent can set an attribute or track an event on the contact, and your Refiner targeting rules decide whether that person sees a survey.
