Integrate eGain with Retently

Trigger NPS/CSAT surveys after customer support interactions, sync customer profiles and interaction history with Retently, and use survey responses to improve support workflows and customer satisfaction strategies.

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About eGain

eGain is a customer support platform that provides tools for managing interactions, case handling, and content articles. It facilitates activity tracking and workflow automation for streamlined customer service operations.

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eGain to Retently

1

Activity Completed

Triggers when an activity is completed.
2

Activity Transition

Triggers when an activity is transitioned from one source to another.
3

Article Deleted

Triggers when an article is deleted.
4

Article Republished

Triggers when an article is republished.
5

Activity Sent to Next Stage in a Workflow

Triggers when an article is moved to the next stage in a workflow.
6

Case Closed

Triggers when a case is closed.
7

Folder Deleted

Triggers when a folder is deleted.
8

Message Failed

Triggers when a system could not send out an email.
9

User Logout

Triggers when a user logs out of the system.
10

Activity Created

Triggers when a new activity is created.
11

Article Created

Triggers when a new article is created.
12

Article Published

Triggers when an article is published.
13

Article Sent Back to Stage in a Workflow

Triggers when an article is sent back to any previous stage in a workflow.
14

Article Updated

Triggers when an article is updated.
15

Folder Created

Triggers when a folder is created.
16

Folder Updated

Triggers when a folder is updated.
17

Message Sent

Triggers when a message is sent.
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Retently to eGain

1

Create an Email Activity

Creates a new email activity.
2

Get Case by Id

Gets case details by case ID from eGain.
3

Get Activity Notes

Gets notes for an activity by activity ID.
4

Get Customer by Id

Gets a customer by ID from eGain.
5

Create Calltrack Activity

Creates a new calltrack activity.
6

Get Activity by Id

Gets activity data by activity IDs from eGain.
7

Case Search

Search for cases based on various criteria.
8

Get Case Notes

Gets notes for a case by case ID.
9

Get Customer Notes

Gets notes for a customer by customer ID.

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