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ConnectorRetently

Retently integration for Claude and Codex

Connect Retently once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Retently from Claude

Add the Retently connection to a Space that runs Claude, then use it from every channel in that Space.

Use Retently from Codex

Add the Retently connection to a Space that runs Codex, then use it from every channel in that Space.

Use Retently from Sidekick

Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.

Documents & Forms

What the Retently connector can do

Retently collects NPS and CSAT feedback through surveys and turns it into reports a customer experience team can act on. A Retently connection in type.com lets the agent tag or topic-code incoming feedback, create or update a customer record, or pull a list of campaigns, so survey follow-up happens in the thread where the team already discusses customer sentiment.

One connection, many Spaces

Connect Retently once, then decide which Spaces can use it in threads, skills, automations, and coding work.

What teams do with Retently in type.com

Tag feedback for faster triage

Ask the agent to add tags to a batch of feedback responses so recurring themes are easy to filter later.

Try asking
Add the tags billing and onboarding to these five Retently feedback responses based on their comments.

Keep customer records current

Have the agent create or update a customer record when account details change, so future surveys reach the right contact.

Try asking
Update this Retently customer record with their new email and company name after the account change.

Check which campaigns are active

Get the agent to pull the campaign list before launching a new survey, to avoid duplicating an existing one.

Try asking
Get our list of Retently campaigns so I can see which NPS survey is still active.

Representative actions

  • Add Feedback Tags

    Adds tags to one or more feedback items by their IDs.

  • Add Feedback Topics

    Adds topic labels to one or more feedback items by their IDs.

  • Create or Update Customers

    Creates a new customer or updates an existing one with email, name, and tags.

  • Delete Customers

    Removes customers from the workspace by their unique IDs.

  • Get Campaigns

    Retrieves the list of survey campaigns associated with the account.

Connection

API and auth details

Retently provides customer experience and NPS API endpoints. Integrations can manage customers and companies, send transactional surveys, retrieve feedback, campaign reports, NPS/CSAT trends, templates, suppressions, and outbox data using X-Api-Key or legacy authentication methods.

Source
type.com catalog metadata
Auth schemes
API key
FAQ

Questions people ask before connecting Retently

Can Claude manage Retently feedback from type.com?

Yes. Once a Retently connection is shared with a Space, the agent can tag feedback, update customers, and review campaigns in any thread, visible to the whole team.

How does type.com authenticate with Retently?

Retently uses an API key. An admin adds it once when creating the connection and chooses which Spaces can use it.

Can feedback triage run on a schedule?

Yes. A Retently prompt can become a type.com automation, such as a daily tagging pass on new feedback, posted to a customer experience channel.

Is this the same as an MCP server for Retently?

Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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