Finding unhappy accounts
Sarah Chen, head of customer success at Acme Ltd, asked which accounts had the lowest NPS. Memtro listed the companies by score with their number of contacts, and quoted recent detractor comments from the lowest.
Retently + Memtro
How has our NPS moved this month, and which accounts are unhappy?
Retently connects Memtro to your customer experience surveys. It reads the latest NPS, CSAT, CES and star scores with promoters, passives and detractors, campaign reports with trend and delivery numbers, and responses with score, tags, topics and the customer's comment. It also reads companies with their scores, campaigns, and one customer's survey status. When asked, and once an administrator has granted the action by name, it can tag responses and set topics, add or update customers, send surveys, which uses survey credits, unsubscribe or resubscribe customers, and permanently delete customers or responses.
In Memtro
What you can do with Retently in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Retently tool, reads what it needs, and answers with the source cited.
What it does
- 01Shows the account's plan, survey credits used and remaining, and counts of contacts, responses and queued surveys
- 02Gives the latest score for NPS, CSAT, CES or star ratings with the share of promoters, passives and detractors
- 03Lists responses with score, category, comment, campaign, customer, tags and topics, and campaign reports with daily trend and delivery numbers
- 04Lists companies with their scores, campaigns with metric and channel, and one customer's opt-out and last survey
- 05When asked and granted, tags responses, sets their topics with sentiment, adds or updates customers, and sends a survey from a transactional campaign, which emails customers and uses survey credits
- 06When asked and granted, unsubscribes or resubscribes customers, and permanently deletes customers with their data or deletes responses, which recalculates scores
Acts when asked
When you ask it to
These tools change something in Retently. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Tag a survey response (append or replace)
- 02Set a survey response's topics and their sentiment
- 03Add or update a customer (email, name, company, tags)
- 04Send a survey from a transactional campaign to customers (emails them and uses survey credits)
- 05Unsubscribe customers from surveys
- 06Resubscribe customers who were unsubscribed by the account
- 07Delete customers and all their data (permanent)
- 08Delete survey responses (scores are recalculated)
In practice
Ask it like you would a colleague
Once Retently is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Retently + MemtroWhat is our NPS this month?
Which companies have the lowest NPS?
What did detractors say last week?
How many survey credits do we have left?
Tag yesterday's detractor responses as onboarding
Tidying feedback
Maya Okafor, product manager at Northwind, asked Memtro to tag last week's detractor responses that mentioned onboarding. Memtro added the onboarding tag to each in Retently. Nobody was notified.
Teams
Where it fits
The teams that lean on Retently most, a question each of them asks, and what they connect beside it.
- MarketingSpend, leads and reputation in one conversationMarketing lead, Performance marketer, Content and SEO, Brand and community“How did last week's LinkedIn and Google campaigns do, and which leads reached the pipeline?”Used alongside Google Ads, Meta Ads, HubSpot, Google Analytics 4, Brevo and 7 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
Better together
Works with
A record in Retently is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesRetently with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesRetently with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesRetently with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- AnalyticsRetently with Google Analytics 4Ask your traffic questions in plain English and get the numbers back.
- AnalyticsRetently with Plausible AnalyticsAsk about your website traffic in plain English.
- AnalyticsRetently with UmamiAsk about your website traffic in plain English, without sending anybody to a dashboard.
- Content and webRetently with AhrefsBacklinks, rankings and keyword data from Ahrefs, on demand, and tracking set up when asked.
- Content and webRetently with WordPressYour blog and site content, searchable in Memtro, and edited when asked.
- Content and webRetently with WebflowSite pages, CMS content, form leads and orders from Webflow.
Also in Marketing automation
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
ActiveCampaign- Brevo
- Customer.io
- Marketo Engage
- Account Engagement (Pardot)
- Mailchimp
Klaviyo- beehiiv
- Kit
MailerLite- Campaign Monitor
GetResponse
Instantly
lemlist
Drip- EmailOctopus
Omnisend- Buttondown
Mailjet
Moosend
Smartlead- Formbricks
- listmonk
- Mautic
- Loops
Iterable
Dotdigital
Flodesk
LoyaltyLion
Benchmark Email- Bento
Braze
Sender- SendPulse
- Bitly
Rewardful
Mailshake
SurveySparrow
Setup
How to connect
Connect withAPI key
- 1
In Retently, open Settings → Integrations → API and create an API key.
- 2
Choose Write permission to let Memtro change things when asked. A key with Read permission gets 403 on every change.
- 3
In Memtro, open Connections → Retently and paste it into API key.
- 4
Ask your first question: what is our NPS this month?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Retently tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Retently?+
Only when you ask, and only what it has been granted: tag a survey response (append or replace); set a survey response's topics and their sentiment; add or update a customer (email, name, company, tags); send a survey from a transactional campaign to customers (emails them and uses survey credits); unsubscribe customers from surveys; resubscribe customers who were unsubscribed by the account; delete customers and all their data (permanent); delete survey responses (scores are recalculated). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Retently connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Retently data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Retently?+
API key. In Retently, open Settings → Integrations → API and create an API key.
Connect Retently in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.