Integrating Reteno with AI Agents

The Reteno agent connects directly to your Reteno account and lets you manage templates, contacts, segments, events, and analytics through natural language — without opening the platform.

The recommended way to work with the agent is through Slack. Your team gets a dedicated channel where anyone can ask the agent to pull data, make changes, or analyze performance. No extra tools to install, no new interfaces to learn, and every action is visible to the whole team. The agent works in a persistent workspace that remembers your account context. It already knows your organization, your templates, and your data — you don't need to explain anything from scratch every time you start a conversation. Compared to Cowork or Codex, Slack requires zero setup on your side and works for technical and non-technical team members equally.

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Research Preview This integration is available as a research preview. Expect iteration and evolving capabilities.

Get Started in Slack

Getting access takes two steps:

  1. Contact the Reteno team.
  2. We will invite you to a dedicated channel with the agent through Slack Connector.

That's all. No configuration needed on your side.

Once you're in the channel, mention @Reteno to start working with the agent.

Architecture

The connection works in three layers:

Slack → Agent → Reteno

When you send a message in the channel, the agent interprets your request and acts on your behalf — calling the relevant Reteno API through an MCP connection, making changes directly in Reteno, and returning the result in the thread.

Nothing needs to be installed or integrated on your side. You work in our Slack workspace — not yours. There is no need to configure API keys, set up webhooks, or involve your development team. The entire infrastructure is managed by Reteno.

Your data stays within the same secure connection used by the Reteno platform. The agent only has access to the organization linked to your channel.

Learn more:

Other Ways to Connect

If you prefer to work with the agent outside of Slack, the same capabilities are available through Claude Cowork and OpenAI Codex:

Capabilities

Email templates

  • Read, edit, clone, create, update, and delete templates
  • Add and update language variants
  • Bulk duplicate and rename templates
  • Bulk create language variants across multiple templates
  • Bulk replace links across workflow emails
  • Extract copy from templates: subject, preheader, body, CTA, and footer
  • Repair HTML and CSS for mobile rendering issues
  • Translate text on images (generates a new image with translated text)

Template QA

  • Audit subject lines, preheaders, and images across templates
  • Check and remediate unsubscribe links
  • Verify localized content: subjects, preheaders, and images across language variants

Mobile push, App Inbox, SMS templates

  • Create, update, and delete templates
  • Add and update language variants

Image generation

  • Generate and update images in email templates using AI
  • Generate image briefs from existing email layouts
  • Translate text on images by generating a new version with updated text
  • By default uses OpenAI; ask for Gemini if preferred

Sending

  • Send individual email and SMS messages to a specific contact

Contacts and segments

  • Add, update, and delete contacts
  • Work with static segments and subscriptions
  • Access contact activity and message history
  • Analyze what communications a specific contact received and why
  • Explain why a contact is missing from a segment
  • Propose a backfill plan for missing contact fields

Events

  • Generate events
  • Validate conversion tracking setup
  • Debug missing or unexpected webhook events

Analytics

  • Message analytics at account, workflow, and individual message level
  • Send, Deliver, Open, Click, Spam, Bounce, Unsubscribe, Conversion metrics
  • Statistics by date, event analytics by day, revenue share calculations
  • Broadcast vs triggered workflow performance comparison
  • Branch and timer A/B performance analysis inside a workflow
  • KPI explanation: high open/low CTR, CTR without conversions, OR/CTOR/CTR contradictions
  • Deliverability and spam metric audit
  • Event funnel diagnostics
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Note

Analytics data is sourced from BigQuery reports and updated once per day. Data for the current day is not yet available — the agent can only access data through yesterday.

Workflows

  • View the structure and logic of a workflow
  • Get a plain-language description of what a workflow does and how it is built
  • See what messages are inside a workflow
  • Review email and other messages within a flow and get improvement suggestions
  • Analyze workflow overlap: contacts entering two scenarios at the same time
  • Set up and verify A/B experiment branches
  • Validate conversion event setup

Figma integration (Slack only)

  • Connect to Figma via API and pull frames as PNG
  • Download all frames by name from a Figma file
  • Optimize images with TinyPNG before using them in email
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Note

Figma integration requires a paid Figma plan (Professional or higher) for normal use — free accounts have very limited API access. TinyPNG optimization is available for all users with no additional setup.

Documentation search (Slack only)

  • Search docs.reteno.com and get answers about platform features, blocks, and workflows

Limitations

  • Layout and block structure in email templates cannot be changed
  • Dynamic segments are not supported — static segments only
  • Bulk campaigns and scheduled sends are not supported

Requirements

  • An active Reteno account
  • Slack: contact the Reteno team to get access to a dedicated channel
  • Claude Cowork: a paid Claude plan (Pro, Max, Team, or Enterprise) and Claude Desktop for Windows (x64) or macOS
  • OpenAI Codex: access to Codex through a supported ChatGPT plan