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Forms & Surveys

Refiner, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Refiner account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Forms & Surveys
  • Connects with a key
  • 10 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Refiner is

Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.

You paste in a key from your own Refiner account. It is kept encrypted, and you can withdraw it from inside Refiner whenever you like.

How a run works

One message in, the work done in Refiner.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Refiner. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Refiner account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

10 tools it already has

What it can do in Refiner

These are the ready-made tools your AI employee already has in Refiner. It is not limited to them, but it never has to be taught these.

  • Delete ContactTool to delete a specific contact by its identifier. use after confirming the contact's id, email, or uuid.
  • Get Account InfoTool to fetch refiner account subscription and environment usage details. use when you need to audit your current plan and usage.
  • Get ContactTool to retrieve details of a specific contact by its id. use when you need all stored traits for a known user.
  • Get ContactsTool to retrieve a list of contacts from your refiner account. use when you need to filter or paginate through contacts.
  • Get FormsTool to retrieve a list of forms (surveys) from your refiner account with optional filtering and pagination. use when you need to list surveys by state, page, or include extra info
  • Get ReportingTool to retrieve aggregated reporting data for surveys including metrics and analytics. use when you need survey analytics over a time range filtered by type, question identifiers,
  • Get SegmentsTool to retrieve a list of user segments from your refiner account. use when you need to view or paginate segments.
  • Get Survey ResponsesTool to retrieve all survey responses from your refiner account with optional filtering and pagination. use after confirming survey creation to pull response data.
  • Track EventTool to record a user event by name for a user identified via user id or email. use after confirming the identifier and event name.
  • Update ContactTool to update an existing contact's attributes or account. use when you have a contact id or email and want to modify traits or grouping.
Access, and who is in charge of it

You stay the boss of your Refiner account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Refiner account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Refiner is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Refiner and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Refiner

Can an AI employee really work inside Refiner?
Yes. It signs in to your own Refiner account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Refiner?
No. Nothing moves and nothing is replaced. Your records stay in Refiner, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Refiner account?
You paste in a key from your own Refiner account. It is kept encrypted, and you can withdraw it from inside Refiner whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Refiner?
It has 10 ready-made tools in Refiner today, among them Delete Contact, Get Account Info and Get Contact. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Refiner and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Refiner and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Refiner?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Refiner is written down with what it did and when.