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.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
