Totango is a customer success platform that helps businesses manage and optimize customer relationships through engagement tracking and health scoring.
Enhance your customer success operations with AI Agents that can automatically monitor, engage, and take action based on customer signals.
Totango excels at tracking customer health and engagement metrics. Relevance AI transforms this data into intelligent action through AI Agents that can proactively engage customers and automate success workflows.
Proactive Engagement Mastery
The agent can monitor customer health scores and initiate timely outreach to prevent churn.
Intelligent Upsell Recommendations
The agent analyzes customer behavior to deliver personalized upsell suggestions based on usage patterns.
Real-time Data Insights
The agent processes customer data in real-time, providing actionable insights for immediate decision-making.
Relevance AI gives you access to Totango's customer success tools and data within your AI-powered 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 Totango account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Totango data. Relevance AI handles API operations through Totango's endpoints seamlessly—managing authentication headers and request formatting automatically.
Built-in request validation and response handling ensure reliable data exchange between your workflows and Totango's platform.
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 Totango + Relevance AI integration without writing code:
- Configure proper authentication: Ensure your Totango API credentials are correctly set up with appropriate permissions.
- Structure your data: Organize customer data and touchpoints in Totango using consistent naming conventions.
- Use webhooks wisely: Set up targeted webhooks for specific customer events to avoid unnecessary API calls.
- Monitor API usage: Keep track of API rate limits and implement proper error handling.
- Test integrations: Validate workflows with sample data before implementing in production.
