AI agents for Retently
A Monmo AI agent works in Retently like a feedback analyst who reads the comment behind every score. It groups new NPS, CSAT and CES responses by reason, explains why a score moved, briefs the account owner before a renewal and drafts replies that close the loop with unhappy customers. It uses your own Retently account and asks before any message is sent or any record changes.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Retently
Sort new feedback by reason
Every weekday morning it reads the responses that arrived since yesterday, groups the comments into reasons such as setup, pricing or support speed, and flags the ones that mention cancelling. Saving tags in Retently asks first.
AskEvery weekday at 9, group yesterday's Retently comments by reason and flag anyone who mentions cancelling.
Brief the account owner before a renewal
Thirty days before a renewal it pulls every score and comment that customer's contacts gave this year, adds the open deals from HubSpot, and writes a one-page brief for the account owner in Google Docs.
AskFor every account renewing next month, write a feedback brief from Retently with each contact's last score and comment.
Close the loop with detractors
For each detractor who left a comment, it drafts a reply from Gmail or Outlook that answers the specific point they raised and offers a call with the right person. All the replies wait on one approval card.
AskDraft a reply to each detractor from this week who left a comment. Offer a call with their account manager.
Compare NPS, CSAT and CES side by side
If you run more than one survey type, it lines the metrics up for the same period and the same customer groups, so you can see whether a support problem shows up in CSAT before it drags NPS down.
AskPut our NPS, CSAT and CES for the last two quarters side by side, split by plan, in Google Sheets.
Pass product requests to the right board
When comments ask for the same missing feature, it gathers them with the customer's plan and score and prepares an issue in Jira or a note for the product team. Nothing is filed until you allow it.
AskCollect every comment this month that asks for a feature we don't have, and draft one Jira issue per request.
Post the weekly score to the team
On Friday afternoon it writes a short summary of the week: the score, the change from last week, the top reason on each side and two comments worth reading. Posting it to Slack waits for your approval.
AskEvery Friday at 3, draft a Slack post with this week's NPS, the change and two comments the team should read.
Check who is due a survey
Before a campaign goes out it checks your customer list for people surveyed recently, people with open complaints and contacts missing a plan or segment property, and tells you what to fix. Starting the campaign asks first.
AskBefore next week's NPS campaign, check the audience for anyone surveyed in the last 60 days or with an open ticket.
How it connects
- 1You connect your own Retently account once, usually with an API key from the account settings. The agent sees the campaigns, customers and responses that account can reach, and connecting starts no reading.
- 2You choose which agents may use Retently. A customer success or research agent is the usual owner; it can hand an angry customer to your support agent rather than giving everyone the feedback.
- 3Reading responses and writing reports needs no approval. Tagging a response, changing customer properties, starting a campaign or replying to anyone asks first, and one card can cover a batch of replies.
More in Forms and surveys
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent analyse Retently feedback?
Yes. A Monmo agent reads each comment as well as the score, groups the reasons, counts how often each one appears among promoters and detractors, and links every finding to the responses behind it. You can ask follow-up questions in plain words, such as what customers on the annual plan complained about this quarter.
Can it reply to unhappy customers for us?
It writes the replies and you decide what goes out. Each draft answers the point the customer raised, using their account history from your CRM where you connect one. The drafts sit on one card, so you can edit, keep or drop each before anything reaches a customer.
Does it work with Retently's CRM and help desk syncs?
It works alongside them. If Retently already sends scores to HubSpot, Intercom or Zendesk, the agent reads the data where it is most complete and does not change those syncs. Anything it would update, through the Retently connection or in its own browser when the connection does not cover something, asks first.
We are moving from another NPS tool. Can the agent help?
It can do the reading and checking. It compares your old export with what is in Retently, lists customers or properties that did not come across, and writes a summary of past scores so the history is not lost. Importing records or starting new campaigns waits for your approval.