EngageBay is an all-in-one marketing, sales and customer support platform that helps businesses streamline operations and enhance customer engagement.
Supercharge your customer interactions with AI agents that can intelligently automate personalized experiences across the entire customer journey.
EngageBay provides comprehensive customer engagement and CRM capabilities. Relevance AI enhances these features with intelligent AI agents that can automate personalized interactions across marketing, sales and support.
Intelligent Query Resolution
The agent can swiftly address customer inquiries by leveraging EngageBay's CRM data.
Personalized Customer Journeys
The agent crafts tailored experiences by analyzing customer preferences and behaviors.
Proactive Customer Support
The agent anticipates customer needs, providing timely assistance and improving satisfaction.
Relevance AI gives you access to EngageBay's marketing, sales and support tools within your automated workflows and AI agent interactions.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- An EngageBay account
- A Relevance AI account
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your EngageBay data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) in the background—so you don't have to worry about errors, formatting, or rate limits.
Built-in validation and data transformation ensure your workflows run smoothly, even when dealing with complex contact and deal data.
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.
Best Practices for Non-Technical Users
To get the most out of the EngageBay + Relevance AI integration without writing code:
- Organize your EngageBay data: Maintain clean contact lists and well-structured deal pipelines.
- Use proper authentication: Ensure OAuth credentials are correctly configured and permissions are set.
- Follow API best practices: Respect rate limits and use appropriate HTTP methods for different operations.
- Validate responses: Check API response status codes and handle errors appropriately.
- Monitor integrations: Regularly review automation logs and webhook deliveries for reliability.
