Engage Platform for your voice agent

Engage Platform is a customer engagement API suite for customer data, accounts, lists, events, batch jobs, and transactional messaging. Use it to centralize engagement workflows and trigger timely customer communications from your product data.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Engage Platform and paste it on a secure page in Connected apps.
What it reads
5 actions, such as get List, get User and list Account Members.
What it changes
13 actions, such as add User to Accounts, add User to Lists and create List.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 18. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Engage Platform actions

Reads 5

  • Get List
  • Get User
  • List Account Members
  • List Lists
  • List Users

Changes 9

  • Add User to Accounts
  • Add User to Lists
  • Create List
  • Create User
  • Set Account Member Role
  • Set List Subscription
  • Track User Event
  • Update List
  • Upsert User

Deletes 4

  • Archive List
  • Delete User Attribute
  • Remove List Subscriber
  • Remove User From Account

Engage Platform setup

  1. Pasting a Engage Platform API key

    Create an API key in Engage Platform, choose Engage Platform in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 18 actions the agent may use. Start with lookups and add the ones that change Engage Platform when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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