Plain is a powerful customer support platform that streamlines interaction management and event tracking. With Relevance AI, you can elevate your customer support experience by leveraging AI Agents to automate workflows and provide real-time insights.
Plain offers a robust platform for managing customer interactions, while Relevance AI empowers these processes with AI Agents that can analyze data and automate responses effectively.
Seamless Workflow Orchestration
The AI agent intelligently coordinates customer support processes across Plain's infrastructure, ensuring optimal ticket routing and resolution paths.
Predictive Issue Resolution
Leveraging Plain's event tracking, the AI agent anticipates customer needs and proactively suggests solutions before problems escalate.
Real-time Response Optimization
The AI agent continuously refines response strategies by analyzing Plain's customer event patterns and interaction outcomes.
Relevance AI integrates seamlessly with Plain to enhance customer support workflows through intelligent automation.
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 Plain & Relevance AI integration streamlines customer support automation, allowing you to manage interactions effortlessly through a powerful API-driven interface. With this integration, you can create, manage, and track customer interactions while leveraging Plain's robust support features via Relevance AI's workflow engine.
Key benefits include automated customer support workflows, centralized customer data management, real-time event tracking, customizable thread management, and group-based customer organization.
To get started, ensure you have the necessary accounts and credentials, including a Plain account with API access, a Relevance AI account, and OAuth credentials with the required permissions. Your environment should support HTTPS and JSON for API interactions, and you’ll need administrative access to the Plain dashboard.
Begin by configuring OAuth authentication and setting up your base URL. For instance, you can create a new customer by sending a JSON request with their details, and you’ll receive a response containing their customer ID and other relevant information.
When creating customer events or support threads, ensure you include the correct customer ID and relevant details in your requests. Adding customers to groups is also straightforward with the appropriate API call.
For troubleshooting, common issues include authentication errors, invalid request formats, and customer ID not found errors. Always validate your input data and implement error handling in your API calls to ensure smooth operations.
For further assistance, refer to the Plain API Documentation, Relevance AI Documentation, community forums, and technical support channels. Remember to keep your OAuth credentials secure and avoid exposing them in client-side code or public repositories.
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 Plain + Relevance AI integration without writing code:
- Start with a clean customer database: Use clear naming conventions and consistent data formats for customer information.
- Utilize pre-built workflows: Relevance AI provides templates for automating customer support tasks, making it easy to get started.
- Connect carefully: Ensure you authorize the correct Plain account and set the appropriate permissions during setup.
- Test before scaling: Execute API calls with test customer data to identify issues before applying changes to live data.
- Monitor API usage: Be aware of rate limits and implement request throttling to avoid service interruptions.
