Integrations / Forms & Surveys
Manage Retently customers from WhatsApp
Flann connects Retently to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Retently action. Survey results tend to pile up unread. Not with Flann. Ask what customers said this month and it reads the responses in Retently, then gives you the themes in plain language along with the comments worth reading in full.
15 actions in Retently. 9 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Retently
Type it or say it in a voice note. Flann works out which Retently action you mean.
“Show me my reports in Retently.”
“Show me my campaigns in Retently.”
“Show me my customers in Retently.”
“Delete the customers in Retently.”
“Create or update customers in Retently.”
“Send a transactional survey from Retently.”
What Flann can work with in Retently
Retently gives Flann 15 actions across 11 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | deletelook up | 3 |
| Feedbacks | look up | 2 |
How the same customer job compares, in Retently directly and through Flann.
| Compare | Opening RetentlyLog in, find it, do it | Retently through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about customers | Filters and searches you run yourself | 9 look-ups, answered straight away |
| Making changes | Typed in by hand | 6 changes, made from a message |
| Retently records | All of them, one screen at a time | 11 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Retently API key, once |
YesPartlyNo
Step by step: Retently jobs you can hand to Flann
What happens between your message and the result in Retently.
Clean up customers you no longer need
- You message Flann on WhatsApp: “Which customers in Retently are out of date? Remove the ones I confirm.”
- Flann runs
Get Customer By IDin Retently and shows you what it found. - Flann runs
Delete Customersin Retently. - Each removal is confirmed in the chat.
Get answers about your campaigns
- You message Flann on WhatsApp: “What is the latest on our campaigns in Retently?”
- Flann runs
Get Campaignsin Retently and shows you what it found. - Nothing in Retently is changed: these are look-ups, so they run straight away.
Check your reports from WhatsApp
- You message Flann on WhatsApp: “Show me where our reports in Retently stand.”
- Flann runs
Get Reportsin Retently and shows you what it found. - Nothing in Retently is changed: these are look-ups, so they run straight away.
The Retently jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Morning round-up of new responses
Today
New submissions trickle into Retently overnight. Checking them means opening the dashboard, clicking into each one and deciding which matter.
With Flann
“Anything new in Retently since yesterday?”
Flann reads what came in and gives you a short list, urgent ones first, each with the name, the request and the time it arrived. Reading is instant.
What you stop doing: You stop clicking through submissions one by one.
Event sign-ups at a glance
Today
Before a class, tasting or open day you want to know who is coming. Counting sign-ups means filtering responses and weeding out duplicates.
With Flann
“Who’s signed up for Thursday’s tasting, and any dietary notes?”
Flann reads the sign-ups in Retently, sets aside obvious duplicates and lists the names with their notes. Dietary and access needs go to the top.
What you stop doing: The guest list no longer gets built by hand.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Retently
- Search for Retently in Flann’s Connectors.
- Paste your Retently API key into the secure form Flann opens. You will find the key in your Retently account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Retently action and fills in the details.
Reading from Retently is instant. Retently stays connected until you remove it in Connectors.
Ways to use Retently with Flann
See new responses
Ask what came in today. Flann reads Retently and gives you the responses that need attention.
Make a quick form
Tell Flann what you want to ask. It prepares the form in Retently for you to check.
Follow up every enquiry
Everything Flann can do in Retently
All 15 Retently actions, as Flann sees them.
Looks up 9
- Get Campaigns
- Get Customer By ID
- Get Customers
- Get Feedback
- Get Feedback by ID
- Get Latest Score
- Get Outbox
- Get Reports
- Get Templates
Changes 6
- Add Feedback Tags
- Add Feedback Topics
- Create or Update Customers
- Delete Customers
- Send Transactional Survey
- Unsubscribe Customers
More Forms & Surveys apps Flann works with
Typeform
DelightedCommon questions
What can Flann do with customers in Retently?
Flann can delete and look up customers in Retently, using 3 actions (Delete Customers, Get Customer By ID, Get Customers). Looking up runs straight away and changes nothing. The other actions create or change customers in Retently.
What can Flann do with feedbacks in Retently?
Flann can look up feedbacks in Retently, using 2 actions (Get Feedback, Get Feedback by ID). All of them only look things up, so they run straight away.
How does Flann connect to Retently?
Open Connectors in Flann, choose Retently and paste your Retently API key into a secure form. You will find the key in your Retently account settings. Once it is connected, Flann can use 15 actions in Retently.
How do I ask Flann to do something in Retently?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Retently action that fits and asks if anything is missing.
Is Retently included in my Flann plan?
Yes. Every Flann plan includes every app, Retently included.