Refiner is a powerful tool for collecting customer feedback and tracking user behavior in SaaS and digital products. With Relevance AI, you can elevate this process by leveraging AI Agents to transform feedback into actionable insights and drive meaningful improvements.
Refiner streamlines customer feedback collection and user behavior tracking, while Relevance AI empowers you to analyze and act on that data with advanced AI Agents that can adapt and optimize your strategies.
Behavioral Intelligence Mastery
Agent gains deep understanding of user patterns through real-time behavioral data analysis and segmentation
Predictive Churn Prevention
Agent identifies at-risk accounts early through health scoring and initiates automated retention workflows
Customer Journey Enhancement
Agent dynamically adapts engagement strategies based on evolving user segments and behavior patterns
Relevance AI integrates seamlessly with Refiner to enhance your customer feedback workflows through intelligent data insights.
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 Refiner and Relevance AI integration streamlines the process of collecting customer feedback and tracking user behavior for SaaS and digital products. This integration allows for automated user identification, custom event tracking, and flexible API access, enhancing your customer feedback workflows.
With OAuth-based secure authentication, you can ensure that only authorized workflows access your data, while Relevance AI manages API operations seamlessly in the background—eliminating concerns about errors, formatting, or limits.
Built-in validation and type conversion guarantee that your workflows operate smoothly, even when data formats differ, allowing you to focus on deriving insights from user interactions.
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 Refiner + Relevance AI integration without writing code:
- Start with clear user identification: Ensure you have unique user IDs and consistent email formats for accurate tracking.
- Utilize event tracking effectively: Define clear and descriptive event names to capture meaningful user interactions.
- Secure your API calls: Always use HTTPS and validate your OAuth credentials to maintain security.
- Test your integration: Conduct tests with sample data to ensure everything works as expected before going live.
- Monitor API usage: Keep an eye on your API call limits and implement throttling to avoid hitting rate limits.
