ClickDimensions + Minimal AI
ClickDimensions is a marketing automation platform native to Microsoft Dynamics 365. Minimal AI connects to ClickDimensions so the AI can use marketing engagement data from within Dynamics when handling support conversations. Beyond looking up information, the AI can also take actions in ClickDimensions on behalf of your team.
Every company connects their tools differently. The AI Manager figures out how yours work and sets up ClickDimensions for you.
AI customer support with ClickDimensions
For brands running Dynamics 365 + ClickDimensions, support context lives in marketing data. Minimal AI pulls that context in for accurate, personalized replies.
Automate Dynamics-based support with ClickDimensions
The AI bridges marketing and service by using ClickDimensions data on every conversation.
How the ClickDimensions integration works
Minimal AI connects to ClickDimensions via API and reads engagement and campaign data.
What the AI agent can read and write in ClickDimensions
Minimal AI connects to the ClickDimensions API and takes real actions. No code, no complex setup. Here are some of the things the AI agent can do:
Get information
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Look up contact
Access Dynamics contacts enriched with ClickDimensions engagement.
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View email history
Read which ClickDimensions emails a contact received and engaged with.
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Check campaign participation
See which campaigns the contact is part of.
+ much more. Virtually anything the ClickDimensions API exposes.
Take actions
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Update contact preferences
Change marketing preferences in Dynamics/ClickDimensions.
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Unsubscribe contact
Unsubscribe the contact from marketing.
+ much more. If the ClickDimensions API supports it, the AI agent can do it.
Integrating ClickDimensions is extremely easy
It takes one click to connect ClickDimensions. After that, the AI Manager learns how your ClickDimensions setup works. Your workflows, your fields, your edge cases. It configures the AI agent for you. Every company connects their tools differently. The AI Manager figures out how yours work and sets everything up automatically. No code, no developers, no multi-week implementation.
Read the full guide: AI customer support with ClickDimensions
Deep dive into API capabilities, real scenarios, and setup.
Why Minimal AI is the best AI agent for ClickDimensions
Most AI tools offer a surface-level connection to ClickDimensions. Minimal AI goes deeper. The integration is built to access the data and actions your support team actually needs, not just a few basic lookups. Setup is fast because the AI Manager handles the configuration for you. Describe what you need in plain language and the connection is live in minutes, not weeks. And because we work with e-commerce teams every day, the AI already understands the patterns: order questions, return flows, shipping issues. That makes up the bulk of your support volume.
Frequently asked questions
Can Minimal AI take actions in ClickDimensions?+
Yes. Minimal AI can take any action in ClickDimensions that you can. Looking up data, updating records, triggering workflows. You decide what the AI is allowed to do, and the AI Manager sets it up for you.
How hard is it to integrate ClickDimensions with Minimal AI?+
It takes just a few clicks. You connect ClickDimensions from your Minimal dashboard and the AI Manager handles the rest of the configuration for you. Most teams are up and running within minutes, no developer work required.
Does the AI integrate with Dynamics via ClickDimensions?+
Yes, via ClickDimensions data inside Dynamics 365.
How hard is it to integrate ClickDimensions with Minimal AI?+
Connect credentials and go live.
