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Overview

Phinite’s Kustomer predefined tool lets workspace assistants call Kustomer APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage a Kustomer account — customers, conversations, messages, notes, tasks, companies, tags, teams, users, and shortcuts — via the Kustomer API v1.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • API Token api_token (required)
  • Organization Name org_name (optional)

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Setup steps

  1. Obtain a Kustomer workspace (typically provisioned through Kustomer sales/demo).
  2. Sign in and go to Settings → Platform → API Keys.
  3. Create an API key with appropriate permissions and copy the token.
  4. Copy your organization name from the browser URL (e.g. yourorg from yourorg.kustomerapp.com).
  5. Log into your Phinite workspace at app.phinite.ai
  6. Navigate to Integrations → Predefined tools
  7. Select Kustomer
  8. Click + Add Configuration
  9. Enter the credential fields listed above
  10. Select assistants that should use this connection
  11. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose KustomerTool (or search for Kustomer)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 52 subtools for Kustomer:
  • Create Customer: Create a new customer. Use additional_fields for emails, phones, externalId, custom attributes, etc.
  • Get Customer: Fetch a single customer by its id.
  • Get Customer By Email: Fetch a customer by email address.
  • Get Customer By Phone: Fetch a customer by phone number.
  • List Customers: List customers with pagination.
  • Update Customer: Update a customer. Provide only fields to change via update_fields.
  • Delete Customer: Delete a customer by id. Irreversible.
  • Search Customers: Search customers using a KQL query body (and/or/sort across customer, conversation, message and company data).
  • Create Conversation: Create a conversation for a customer. Requires customer_id.
  • Get Conversation: Fetch a single conversation by id.
  • List Conversations: List conversations with pagination.
  • Update Conversation: Update a conversation (e.g. change status, assignment). Provide fields via update_fields.
  • Delete Conversation: Delete a conversation by id. Irreversible.
  • Create Message: Create/send a message on an existing conversation. Requires channel, direction and app.
  • Get Message: Fetch a single message by id.
  • List Conversation Messages: List messages within a conversation.
  • Update Message: Update a message (e.g. status). Provide fields via update_fields.
  • Create Note: Add an internal note to a customer. Requires customer_id and note text.
  • Get Note: Fetch a single note by id.
  • List Customer Notes: List notes attached to a customer.
  • Delete Note: Delete a note by id. Irreversible.
  • Create Task: Create a task. Requires name.
  • Get Task: Fetch a single task by id.
  • List Tasks: List tasks with pagination.
  • Update Task: Update a task (e.g. mark complete). Provide fields via update_fields.
  • Delete Task: Delete a task by id. Irreversible.
  • Create Company: Create a company. Requires name.
  • Get Company: Fetch a single company by id.
  • List Companies: List companies with pagination.
  • Update Company: Update a company. Provide only fields to change via update_fields.
  • Delete Company: Delete a company by id. Irreversible.
  • Create Tag: Create a tag. Requires name.
  • Get Tag: Fetch a single tag by id.
  • List Tags: List tags with pagination.
  • Update Tag: Update a tag. Provide only fields to change via update_fields.
  • Delete Tag: Delete a tag by id. Irreversible.
  • Create Team: Create a team. Requires name.
  • Get Team: Fetch a single team by id.
  • List Teams: List teams with pagination.
  • Update Team: Update a team. Provide only fields to change via update_fields.
  • Delete Team: Delete a team by id. Irreversible.
  • Get Current User: Get the user associated with the current API token.
  • Get User: Fetch a single user by id.
  • List Users: List users with pagination.
  • Create User: Create a user (agent). Requires name and email.
  • Update User: Update a user. Provide only fields to change via update_fields.
  • Delete User: Delete a user by id. Irreversible.
  • Create Shortcut: Create a shortcut (saved reply). Requires name.
  • Get Shortcut: Fetch a single shortcut by id.
  • List Shortcuts: List shortcuts with pagination.
  • Update Shortcut: Update a shortcut. Provide only fields to change via update_fields.
  • Delete Shortcut: Delete a shortcut by id. Irreversible.

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Documentation & resources

  • Official documentation: https://developer.kustomer.com/
  • Phinite documentation: Kustomer

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials