Smart Engage is a cutting-edge customer engagement platform that enhances communication between businesses and their clients through advanced analytics and automation.
Supercharge your customer interactions with AI agents that can deliver personalized experiences at scale.
Smart Engage delivers omni-channel customer engagement and analytics. Relevance AI transforms this into intelligent, automated interactions through AI agents that can understand, respond, and learn from every customer touchpoint.
Intelligent Query Resolution
The agent can swiftly understand and resolve customer inquiries using advanced natural language processing.
Personalized Engagement
The agent delivers tailored interactions by leveraging customer behavior insights for enhanced experiences.
Seamless Multi-Channel Interaction
The agent facilitates consistent communication across various platforms, ensuring a unified customer experience.
Relevance AI gives you access to Smart Engage's customer engagement capabilities within your AI agent 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 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 integration leverages secure OAuth authentication, ensuring only authorized workflows access your SmartEngage data. Relevance AI manages API operations seamlessly in the background—handling authentication headers, request formatting, and response validation automatically.
Built-in data transformation and error handling ensure reliable execution across all API endpoints.
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 SmartEngage + Relevance AI integration without writing code:
- Configure API authentication: Ensure proper OAuth setup and permission scopes are granted.
- Structure your requests: Use consistent HTTP methods and properly formatted JSON payloads.
- Manage customer data: Keep contact information organized and segmented for targeted engagement.
- Monitor responses: Track API response status codes and handle errors appropriately.
- Optimize API calls: Batch requests when possible and respect rate limiting guidelines.
