AI Customer Support with ClickDimensions
ClickDimensions is the marketing automation suite for Microsoft Dynamics 365. Email engagement, surveys, and campaigns all sync back to Dynamics CRM contacts.
Minimal AI connects to ClickDimensions and updates Dynamics contact preferences when customers ask to unsubscribe or change their settings.
Connecting is effortless. The AI Manager sets everything up for you in minutes - no developers, no complex configuration.
What ClickDimensions does
ClickDimensions is a marketing automation platform built on Microsoft Dynamics 365. It offers email marketing, web tracking, surveys, social marketing, and analytics, all integrated with Dynamics contacts and leads. The ClickDimensions API exposes contact engagement, email events, and campaign participation for integration with external systems.
Key ClickDimensions API capabilities Minimal AI uses
Minimal AI connects to the ClickDimensions API to read subscriber data, check campaign engagement, and update profiles or preferences in real time.
Contacts (Dynamics)
Read and update Dynamics contacts.
What the AI does: Looks up the Dynamics contact and updates marketing preferences.
Email Events
Read which emails a contact received and engaged with.
What the AI does: Identifies the email a customer is asking about.
What the AI agent can read and write in ClickDimensions
The AI uses ClickDimensions to personalize replies, manage subscription preferences, and resolve marketing-related questions instantly.
Get information
- •Look up contact
- •View email history
- •Check campaign participation
Take actions
- •Update contact preferences
- •Unsubscribe contact
This is a representative subset of what the AI can do here. If the API can do it, Minimal AI can do it.
How to connect ClickDimensions to Minimal AI
Connect ClickDimensions in a few clicks through the AI Manager.
Go to Integrations in your Minimal dashboard and select ClickDimensions. Enter your API credentials.
Tell the AI Manager which subscriber actions the agent should handle.
Review and go live.
Real support scenarios the AI handles with ClickDimensions
Unsubscribe request
A customer asks to unsubscribe. The AI updates the ClickDimensions preferences and confirms.
Subscription preferences
A customer asks which lists they're on. The AI checks ClickDimensions and replies.
Campaign question
A customer asks about an email or SMS they received. The AI checks ClickDimensions for the campaign and explains.
Works with ClickDimensions and your helpdesk
Minimal AI connects to ClickDimensions for subscriber and campaign data and to your helpdesk for conversations. The AI can answer "why am I getting these emails?" or "unsubscribe me" instantly with the correct action behind it.
View the full integration details
See setup instructions, related integrations, and more.
Frequently asked questions
Can the AI unsubscribe contacts in ClickDimensions?+
Yes. The AI can opt customers out per channel or unsubscribe them entirely from ClickDimensions.
Does the AI update ClickDimensions attributes?+
Yes. The AI can update standard and custom attributes in ClickDimensions.
How hard is it to integrate ClickDimensions with Minimal AI?+
Enter your ClickDimensions API credentials and go live in minutes.