Integrate Support Board with Retently

Trigger NPS/CSAT surveys after support interactions, sync customer communication data with Retently to enhance customer profiles, and use survey feedback to improve customer support strategies.

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About Support Board

Support Board is a platform for managing customer communications, including chat, email, and notifications. It allows users to create, update, and manage conversations and messages.

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Support Board to Retently

1

Conversation Status Updated

Triggers when the status code of a conversation changes.
2

Email Sent

Triggers when a notification email is sent to a user or agent.
3

Message Deleted

Triggers when a message is deleted.
4

New Conversation Created

Triggers when a new conversation is created.
5

Message Sent

Triggers when a new chat message is sent. It works for both users and agents.
6

New Registration

Triggers when a user registers successfully from the registration form of the chat.
7

SMS Sent

Triggers when a new text message is sent by a user or an agent.
8

Dialogflow Message

Triggers when Dialogflow sends a reply to a user message.
9

New Login

Triggers when a user logs in successfully from the login form of the chat.
10

Email Address

Triggers when a user registers his email via the follow-up message or registration form.
11

New Messages

Triggers when new messages are received in the chat widget or the admin area.
12

Rich Message

Triggers when the user submits the values inserted in a Rich Message.
13

User Deleted

Triggers when a user is deleted.
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Retently to Support Board

1

Add Note

Adds a new note to a conversation.
2

Delete Note

Deletes a note from a conversation.
3

Delete Users

Deletes multiple users and all linked conversations and messages.
4

Direct Message

Sends a direct chat message.
5

Get Articles

Returns an array with all the articles or a single article.
6

Get Conversations

Returns all the conversations, each including the last message.
7

Get Last Message

Returns the last message in a conversation.
8

Get New Conversations

Returns conversations created after the given date/ID or with a message created after the given date/ID.
9

Get New User Conversations

Returns the user conversations created after the given date/ID or with a message created after the given date/ID.
10

Get Setting

Returns a setting saved in the Settings area.
11

Get User Conversations

Returns the conversations of a user, each including the last message.
12

Google Translate

Translates multiple strings via Google Translate.
13

Delete Message

Deletes an existing message.
14

Update Message

Updates an existing message.
15

New Conversation

Creates a new conversation.
16

Push Notification

Sends a push notification to an agent, a group of agents, or all agents.
17

Search Conversations

Returns the conversations matching the search.
18

Send Custom Email

Sends a generic email to an email address.
19

Send SMS

Sends a text message to a user or agent.
20

Update Conversation Agent

Assigns or updates the agent assigned to a conversation.
21

Update Conversation Status

Updates the status code of a conversation.
22

WhatsApp Send Message

Sends a message to a WhatsApp number.
23

Add User

Creates a new user in Support Board.
24

Delete User

Deletes a user and all linked conversations and messages.
25

Dialogflow Message

Sends a message to Dialogflow and adds the Dialogflow response to an existing conversation as a new message.
26

Get Agents in Conversation

Returns an array with all the agents with at least one message in the conversation.
27

Get Conversation

Returns a conversation and the messages of the conversation.
28

Get External Setting

Returns an external setting saved on a dedicated database row.
29

Get Multi Setting

Returns a subsetting of another setting.
30

Get New Messages

Returns the messages of a conversation created after the given date/ID.
31

Get Notes

Returns the internal notes of a conversation.
32

Get Settings

Returns an array with all the settings.
33

Get Last Agent in Conversation

Returns the last agent who answered a conversation.
34

Login

Logs in a user or agent. Returns encrypted login data ready to be stored.
35

Send Message

Adds a new message to an existing conversation.
36

Messenger Send Message

Sends a message to Messenger or Instagram.
37

Open AI Message

Sends a message to OpenAI and returns the response.
38

Search Articles

Returns the articles matching the search.
39

Search User Conversations

Returns the conversations of the given user ID that match the search terms.
40

Send Email

Sends an email to an existing user using the email templates of the Settings.
41

Telegram Send Message

Sends a message to Telegram.
42

Update Conversation Department

Updates the department of a conversation.
43

Update User

Updates the details of an existing user.

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