Start free

Ask Refiner for survey results and contact details during a call.

Refiner is a customer feedback and survey tool. With AgentCalls connected to Refiner, your agent can look up survey responses, pull reporting on how customers rated you, check which forms are live, and find a customer's contact record while they are on the phone. It can also tidy up contacts when you ask it to. Connect Refiner once from your AgentCalls dashboard using your own Refiner settings, and your agent can use it on every call.

Start freeSee pricing

What your agent can do with Refiner

  • Answer questions about recent survey responses and scores
  • Look up a customer's contact record and stored details by ID or email
  • List live and past surveys so callers can ask about them
  • Pull reporting on survey results over a date range
  • Delete a contact when the customer asks to be removed

Refiner exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about their feedback

  1. Caller

    Hi, I filled in your survey last Tuesday. Did you get my comments?

  2. Agent

    Let me check. I can see your response from last Tuesday, and it's marked as received. Would you like me to read back the score you gave?

  3. Caller

    No, that's fine. Just wanted to be sure it went through.

  4. Agent

    It did. Thanks for taking the time to share that with us.

Checking a contact before a follow-up

  1. Caller

    This is Dana Brooks from Brooks Dental. Can you check if my details are on file?

  2. Agent

    Sure, Dana. I found your contact record with the email you gave me. Your phone number and last visit date are both there. Is there anything you'd like to update?

  3. Caller

    Just the email. It's now dana.b@brooksdental.com.

  4. Agent

    Thanks. I'll pass that to our team to update your record today.

Reporting question from a manager

  1. Caller

    What were our survey results for the spring service survey?

  2. Agent

    The spring service survey ran from March 1 to March 31 and collected 186 responses. The average satisfaction score was 4.4 out of 5.

  3. Caller

    Good. Is the autumn survey still running?

  4. Agent

    No, it closed on October 15. Would you like the full summary emailed to you?

How to connect Refiner

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Refiner

    From Integrations in the dashboard, choose Refiner and enter the connection details from your Refiner account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Refiner actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

Google SheetsVerifiedSpreadsheets & databasesGoogle Sheets is a cloud-based spreadsheet tool enabling real-time collaboration, data analysis, and integration with…SupabaseSpreadsheets & databasesSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and real-time…AirtableSpreadsheets & databasesAirtable merges spreadsheet functionality with database power, enabling teams to organize projects, track tasks, and…Code InterpreterSpreadsheets & databasesCodeInterpreter extends Python-based coding environments with integrated data analysis, enabling developers to run…SerpApiSpreadsheets & databasesSerpApi provides a real-time API for structured search engine results, allowing developers to scrape, parse, and…ExaSpreadsheets & databasesExa focuses on data extraction and search, helping teams gather, analyze, and visualize information from websites…

All Spreadsheets & databases integrations

Questions, answered.

Does the Refiner connection work during the call or after it?

Both. Your agent can look up survey responses, contacts and reporting while a call is live. It can also use Refiner in follow-up calls and outbound calls that you schedule.

What do I need to connect Refiner?

You need a Refiner account with access to its settings. Add your Refiner credentials in the AgentCalls dashboard under Integrations. Integrations are included from the Growth plan.

Can my agent change or remove customer data in Refiner?

Your agent can delete a contact when you or the customer asks for it. You control which actions the agent may use from the dashboard, so you can limit it to read-only lookups.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Refiner.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing