Use AI for Refiner Survey Themes and Reporting Metrics

Read survey responses, inspect reporting metrics, and tag selected feedback or maintain contact records. Ask your connected AI assistant to explain the results or carry out the specified operation.

What to Ask Leina to Do with Refiner

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Read filtered responses and extract recurring themes.

List Refiner responses for form [form UUID] from [start date] to [end date], then summarize returned themes with response IDs.

Request a specified reporting family over a chosen population.

Get Refiner reportType nps for forms [UUIDs] between [dates], then explain the returned metrics and their scope.

Apply a supplied tag to one known response.

Apply Refiner tag [tag] to response [response UUID].

Get Started with Refiner

  1. Connect Your Account

    Connect with a Refiner API key from Integrations > Rest API.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Refiner Capabilities

Refiner connects supported service operations to your AI assistant. Read survey responses, inspect reporting metrics, and tag selected feedback or maintain contact records.

Survey Data

Read forms, segments, responses, and reporting metrics.

Contact and Feedback Changes

Maintain contact details, track events, or tag responses.

View All 12 Actions
  • Get Account Info
  • List Contacts
  • Get Contact
  • Identify User
  • Track Event
  • List Forms
  • List Segments
  • List Responses
  • Tag Response
  • Get Reporting
  • Add Contact To Segment
  • Remove Contact From Segment

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Frequently Asked Questions

Which metrics are supported?

Reporting supports nps, csat, score, responses, views, and completion families.

Can I narrow feedback by form?

Yes. Response lists support formUuid plus date, contact, segment, and status filters.

Does reporting return individual feedback text?

Reports provide metrics; use list_responses to analyze individual response content.

Your AI employee for Refiner

Tell Leina what you need in your team chat. Include the source, destination, and expected result.