Engage is a powerful customer engagement platform that allows you to track events and manage relationships through a simple API. By integrating with Relevance AI, you can elevate your engagement strategies with AI-driven insights and automation.
Engage empowers you to manage customer relationships and track events seamlessly. With Relevance AI, you can leverage this data to create intelligent AI Agents that personalize interactions and automate workflows effectively.
Omnichannel Orchestration
Seamlessly coordinate and personalize interactions across multiple communication channels in real-time
Predictive Engagement
Anticipate customer needs and behaviors through advanced pattern recognition and historical data analysis
Data-Driven Personalization
Leverage customer insights to deliver highly personalized experiences across every touchpoint
Relevance AI enhances your Engage workflows by integrating advanced data processing capabilities for improved customer engagement.
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 Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Engage + Relevance AI integration uses secure OAuth authentication, ensuring only authorized workflows access your customer engagement data. Relevance AI handles all API operations (like user creation, event tracking, and customer management) in the background—so you don't have to worry about rate limits, data formatting, or error handling.
Built-in validation and automated event processing ensure your engagement workflows run smoothly, with real-time analytics and personalized messaging across multiple channels.
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 Engage + Relevance AI integration without writing code:
- Start with a clear user structure: Use unique user IDs and consistent data formats for user attributes.
- Utilize event tracking: Leverage Relevance AI's capabilities to track meaningful events that enhance customer engagement.
- Configure OAuth carefully: Ensure you set up the correct OAuth credentials and permissions for seamless integration.
- Test API calls: Validate your API requests with test data to ensure everything functions as expected before going live.
- Monitor API usage: Keep an eye on rate limits and implement request throttling to avoid disruptions in service.
