How does ify support customers using Custify [Beta]?

Custify [Beta] is one of ify's integrations — when a customer reaches out, ify calls Custify [Beta]'s own tools to look up their record, take the right action, and resolve the request, without a human touching a ticket queue first.

Does ify replace Custify [Beta]?

No — ify is not a Custify [Beta] alternative. It's an AI agent that integrates with the Custify [Beta] you already run and calls its tools to resolve tickets, so nothing about your existing setup or data changes.

What can ify do with Custify [Beta]?

ify can create person, update person, upsert person, and 46 more in Custify [Beta] to resolve support tickets — see the full list of tools above.

Is a migration required to use ify with Custify [Beta]?

No migration is required. ify connects to the Custify [Beta] account you already have and starts resolving tickets using the tools already available there.

ify connects with Custify [Beta]

ify is an AI support agent that seamlessly integrates with Custify [Beta] to understand customer context, use approved tools, and complete resolutions across your support stack.

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Resolution flow

How ify uses Custify [Beta]

The point is not another integration badge. ify uses Custify [Beta] as part of the work required to resolve a customer request, then carries the result back into the support conversation.

Read the request

ify understands what the customer needs and whether Custify [Beta] is the right system to check.

Pull live context

It looks up the relevant customer support & success context directly from Custify [Beta], not a stale copy.

Take the action

With 49 supported tools, ify can complete approved steps inside Custify [Beta].

Record the outcome

The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.

Tools ify can use in Custify [Beta]

ify calls these 49 tools inside Custify [Beta] to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.

Create Person

Creates a new person profile in your Custify account.

Tool

Update Person

Updates an existing person's details in Custify.

Tool

Upsert Person

Upserts a person in Custify using internal ID, user_id, or email.

Tool

Get Person

Fetches a person's details from Custify using their internal ID, user_id, or email.

Tool

Delete Person

Deletes a person and all associated data from Custify. This represents GDPR compliance ('forget me').

Tool

Add/Remove Tag

Adds or removes a specific tag for the provided people in Custify.

Tool

Insert Event

Submit events via a POST method to https://api.custify.com/event, which accepts a JSON object describing the event.

Tool

Create Company

Creates a new company profile in your Custify account.

Tool

Update Company

Updates an existing company's details in Custify.

Tool

Resolution paths

Common outcomes from Custify [Beta]

Each path starts with one customer need, uses the right Custify [Beta] tool, and ends with a verified answer or action inside the support conversation.

Path 01

Create Person

Creates a new person profile in your Custify account.

Uses Custify [Beta]Verified outcome

Path 02

Update Person

Updates an existing person's details in Custify.

Uses Custify [Beta]Verified outcome

Path 03

Upsert Person

Upserts a person in Custify using internal ID, user_id, or email.

Uses Custify [Beta]Verified outcome

Connected stack

Connect Custify [Beta] with your stack

Customer requests rarely live in one system. ify can use Custify [Beta]alongside the apps your support team already checks to verify context, take action, and close the loop.