Ask Circleback about Plain
Search Plain threads, customers, and tenants, reply to and triage threads, and update Help Center articles
Connect Plain to Circleback Assistant to research customer history, keep support threads moving, and maintain Help Center content without leaving Circleback. Assistant can only access information available to the Plain account you connect.
Connect Plain
- Go to the Ask page in Circleback.
- Select the plug icon next to the message box to open Connectors.
- Find Plain and select Connect.
- Sign in to Plain and approve the requested access.
What Circleback can do
- Threads: Search and list threads, including threads assigned to you, and read complete threads.
- Replies and notes: Reply to threads and add internal notes.
- Triage: Assign and unassign threads, add or remove labels, change priority, snooze threads, and mark threads as done or todo.
- Customers and tenants: Search customers and tenants, read their details, and list a customer's threads.
- Snippets: List snippets and read snippet content.
- Help Center articles: Browse Help Centers and article groups, read complete article content, and update articles.
Example requests
- “Find the open support threads for alex@example.com.”
- “Reply to the open thread from alex@example.com with the fix we agreed on in today's meeting.”
- “Update the Help Center article on billing with what we decided in this meeting.”
Disconnect Plain
Open Connectors from the Ask page, find Plain, and select Disconnect. You can also disconnect it from Settings → Connected accounts.
Related articles
Ask Circleback about IntercomSearch Intercom contacts, companies, and conversations, and update Help Center articlesAsk Circleback about AttioSearch Attio and create or update CRM records, notes, tasks, comments, and moreAsk Circleback about NotionSearch Notion and create or update pages, databases, and commentsAsk Circleback about LinearSearch Linear and create or update issues, projects, comments, documents, and more