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Insider One
Automation

Insider One + Minimal AI

Insider One is a customer data and cross-channel personalization platform. Minimal AI connects so the AI can answer questions using live Insider One data instead of guessing. Beyond looking up information, the AI can also take actions in Insider One on behalf of your team.

Every company connects their tools differently. The AI Manager figures out how yours work and sets up Insider One for you.

AI customer support for Insider One

Insider One is a customer data and cross-channel personalization platform. Minimal AI uses live Insider One data so customers get answers about profiles, segments, campaigns, and predictive scores instead of waiting for a manual lookup.

Automate Insider One support questions

Questions that depend on Insider One are answered from the connected account, not a stale export or a guess.

How the Insider One integration works

Connect Insider One from the Minimal AI dashboard. The AI Manager maps the lookups and actions onto the Insider One tools your team already uses through the workflow builder.

What the AI agent can read and write in Insider One

Minimal AI connects to the Insider One API and takes real actions. No code, no complex setup. Here are some of the things the AI agent can do:

Get information

  • Get a profile

    GET /api/user/v1/profile — Unified Customer Data API profile by Insider ID, UUID, email, or phone.

  • Search users

    Search UCD profiles by identifier or attribute filter.

  • Get user interactions

    Read events and campaign interactions stored on the profile.

  • Export raw user data

    Export the stored profile, attributes, and events for a known identifier.

+ much more. Virtually anything the Insider One API exposes.

Take actions

  • Upsert a user

    POST /api/user/v1/upsert — create or update identifiers, attributes, and events.

  • Unsubscribe or resubscribe

    Update email, SMS, or WhatsApp opt-in so the customer stops or resumes receiving messages.

  • Send transactional email

    Send an Insider One transactional email to a known profile.

  • Send transactional SMS

    Send an Insider One transactional SMS to a known profile.

  • Send transactional WhatsApp

    Send an Insider One transactional WhatsApp message to a known profile.

  • Delete a profile or attribute

    Delete an attribute, identity, or the full profile when the customer asks to be forgotten.

+ much more. If the Insider One API supports it, the AI agent can do it.

Integrating Insider One is extremely easy

It takes one click to connect Insider One. After that, the AI Manager learns how your Insider One setup works and configures the AI agent for you.

Why Minimal AI is the best AI agent for Insider One

Most AI tools offer a surface-level connection to Insider One. 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.

Frequently asked questions

Can Minimal AI take actions in Insider One?+

Yes. Minimal AI can take any action in Insider One 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 Insider One with Minimal AI?+

It takes just a few clicks. You connect Insider One 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.

How does Minimal AI connect to Insider One?+

You connect Insider One from Dashboard → Integrations. The AI Manager then uses Insider One data in customer replies.

Can the AI look up data in Insider One?+

Yes. The AI reads live Insider One data for profiles, segments, campaigns, and predictive scores and uses it in the reply.

Do we need a developer to set up Insider One?+

No. You connect credentials and the AI Manager builds the lookups and actions. Most teams are live without custom engineering.

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