ceven

Engage

Syncs customer behavior and account metadata into Engage to trigger personalized messaging and manages subscriber lists based on real time app events.

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Why use Ceven?

  1. AI native Engage integration

    • Describe the outcome and Ceven picks the right Engage calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Engage data, across all 22 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Engage access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Engage, when, and on whose behalf.
    • The agent pauses and asks when Engage is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Engage.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Engage action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Engage, and when to use it.

Create user
Use this when a new person signs up for your app to initialize their profile with metadata and device tokens.
Update user
Update user attributes like plan level or location. Creates the user if they do not already exist in the system.
Track user event
Log a specific action a user took in your app to trigger behavioral segments or automated messages.
Subscribe user to list
Add a user to a specific marketing list for email or SMS. Creates the user first if they are missing.
Add user to lists
Associate an existing customer or account with one or more targeted messaging lists.
Update subscriber status
Change a user status to subscribe, resubscribe, or unsubscribe them from a specific list.
Get user by ID
Pull complete user details including metadata, attributes, devices, and current message statistics.
List users
Retrieve a paginated list of all users, with optional filtering by email address.
Add customer to accounts
Link a user to one or more account entities and assign their organizational roles.
Update account role
Change the role of a customer within a specific account to control their permission level.
Merge users
Combine two user profiles into one destination profile to clean up duplicate accounts.
Delete subscriber from list
Permanently remove a user from a specific list without necessarily unsubscribing them from all mail.
Archive List
Tool to archive a List in Engage. Use when you want to prevent new subscribers from being added to a list. Existing subscribers will not be affected.
Archive User
Tool to archive a user in Engage. Use when you need to deactivate a user account while preserving all historical data. The user will stop being active and all engagement and events for the user will be stopped, but all messages, logs, and r
Convert User Type
Tool to convert a user between Customer and Account entity types. Use when you need to change a customer to an account or vice versa.
Create List
Tool to create a new List in Engage for organizing subscribers. Use when you need to set up a new list for managing contacts or subscribers.
Delete User
Tool to completely delete all user data for a Customer or Account. This is a permanent, destructive action that removes all associated user data from Engage.
Get Account Members
Tool to retrieve all members (Customers) of an Account in Engage. Use when you need to list users who are part of a specific account.
Get List
Tool to retrieve a single List by its ID. Use when you need to fetch details about a specific List.
List Lists
Tool to retrieve a paginated list of all Lists in Engage. Use when you need to view available Lists or iterate through all Lists in the account.
Remove Customer from Account
Tool to remove a Customer from an Account in Engage. Use when you need to disassociate a customer from a specific account.
Batch Request
Tool to batch multiple create user, update user, and add user events operations into a single API call. Use when you need to perform multiple operations efficiently at the cost of one API request. The batch is queued for processing without

22 actions · scroll to see them all

Frequently asked questions

Ceven leverages the account and customer relationship model within Engage to support complex B2B hierarchies. Instead of treating every user as a standalone entity, the agent can use the Add Customer to Accounts action to link multiple individuals to a single corporate account. This allows you to trigger messages based on account level attributes, such as total company spend or account health score, while still delivering personalized messages to the individual users. The agent can manage these roles dynamically, ensuring that a billing admin receives invoice alerts while a standard user receives feature tips, all while staying linked to the same account entity.
Yes. Ceven can run a deduplication workflow that searches for users with the same email or custom identifier across your system. When a duplicate is found, the agent uses the Merge Users tool to fold the source profile into the destination profile. This process preserves the historical event data and attributes of the source user, ensuring that your behavioral segments remain accurate. You can set this to run on a schedule or trigger it whenever a user updates their email address, keeping your Engage database clean and preventing customers from receiving the same marketing message multiple times.
Unsubscribing is a status change managed via Update Subscriber Status, which typically signals a user preference to stop receiving communications from that list. Deleting a subscriber using Delete Subscriber From List is a structural removal that breaks the association between the user and the list entirely. Ceven uses the delete action when a user no longer meets the criteria for a segment and you want to clear them out for reporting accuracy, whereas it uses the update status action when a user explicitly clicks an unsubscribe link in an email to ensure compliance with anti spam laws.
The Batch Request tool allows Ceven to group multiple create, update, and event operations into a single API call. This is critical for high volume syncs, such as when you are migrating a user base or importing a large set of daily activity logs. By reducing the number of round trips to the Engage servers, the agent minimizes the risk of hitting rate limits and completes the synchronization much faster. If you are updating attributes for a thousand users at once, the agent automatically chunks these into batch calls to maintain a stable connection and ensure data integrity.
Yes. Engage imposes rate limits on their API endpoints to ensure platform stability, and these limits can vary based on your specific subscription tier. If a workflow attempts to push a massive volume of individual updates in a very short window, you may encounter 429 Too Many Requests errors. To mitigate this, Ceven implements an exponential backoff strategy, meaning the agent will automatically pause and retry the request after a short delay. For very large data movements, we strongly recommend using the batch request tool, which is specifically designed to handle high volume updates more efficiently than individual calls.
Absolutely. Ceven acts as the bridge between your external data sources and Engage. For example, if a payment fails in your billing system, Ceven can immediately call the Track User Event tool in Engage with a failed payment event. If you have a campaign set up in Engage that triggers when that specific event is received, the message will go out to the customer in real time. The agent does not send the email itself but instead provides the behavioral trigger that tells Engage exactly when and why to send a specific personalized message.
The agent distinguishes between these two actions based on your data retention needs. Archive User is used when you want to deactivate a profile so they stop receiving messages, but you need to keep their historical engagement data for analytics. Delete User is a permanent, destructive action that wipes all associated data from the Engage platform. Ceven is typically configured to use archival for churned customers to preserve LTV reporting, while deletion is reserved for GDPR or CCPA requests where a user has exercised their right to be forgotten and all records must be erased.
Yes. Engage allows for different entity types, and Ceven can manage the transition between them using the Convert User Type tool. This is particularly useful for businesses that start with a B2C model and evolve into a B2B model. If a standalone customer suddenly creates a company account, the agent can convert their profile type to ensure they are correctly categorized in your segments. This ensures that your messaging logic remains consistent and that users are not accidentally left in the wrong funnel as their relationship with your product changes.

Alternatives to Engage

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Braze logoBrazeCustomer.io logoCustomer.ioKlaviyo logoKlaviyoMoEngage logoMoEngage

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