Customer Fields is a powerful API interface for managing customer data and form submissions. By integrating with Relevance AI, you can transform customer data into actionable insights and automate complex workflows with AI Agents.
Customer Fields allows for sophisticated management of customer profiles and form submissions. With Relevance AI, you can leverage this data to create intelligent AI Agents that automate and optimize customer interactions.
Dynamic Data Orchestration
Seamlessly coordinates and enriches customer data flows across multiple registration touchpoints with intelligent routing
Real-time Validation Mastery
Ensures data accuracy through instant verification and correction of customer information during form submission
Intelligent Profile Enhancement
Enriches customer profiles by identifying and filling information gaps through predictive analysis
Relevance AI seamlessly integrates with Customer Fields to enhance your customer data workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Customer Fields account
- A Relevance AI account with access to your project and datasets
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The Customer Fields and Relevance AI integration streamlines the management of customer data and form submissions through a robust API interface. This integration allows businesses to create, update, and manage customer profiles while utilizing custom form fields, making it perfect for sophisticated customer data management needs.
With automated customer profile management and secure OAuth authentication, you can ensure that only authorized workflows access your customer data. The integration supports RESTful API access, allowing for seamless operations like creating and updating customer information without the hassle of manual data entry.
Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary. This integration is designed to enhance your customer data management capabilities while providing a secure and efficient way to handle form submissions.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Customer Fields + Relevance AI integration without writing code:
- Start with a well-structured customer profile: Use clear field names and ensure consistent data formats for custom fields.
- Utilize pre-built workflows: Relevance AI provides templates for managing customer data, making it easier to create, update, or retrieve profiles.
- Connect securely: Ensure you authorize the correct Customer Fields account and have the necessary OAuth permissions during setup.
- Test with sample data: Validate your API calls using test data to prevent issues when scaling to real customer data.
- Monitor API usage: Be aware of rate limits and implement request throttling to avoid hitting usage caps.
