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Rep AI integrates with Smile to access a customer’s points balance in real time. This integration is configured in Rep AI and requires your Smile API key.
Feature availability: Access to the Smile API is required, which is available on Plus and Enterprise plans.

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How to connect Rep AI to Smile

Follow these steps in Rep AI to set up the integration:

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Step 1: Access your integration settings

  1. Log in to your Rep AI Console.
  2. Navigate to Settings.
  3. Select Integrations.
  4. Locate Smile.io under the Loyalty category.

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Step 2: Get your Smile API key

  1. Log in to Smile Admin.
  2. Navigate to Settings > Developer tools.
  3. Copy your API key.

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Step 3: Connect Smile

  1. Return to the Rep AI Console.
  2. Click Connect next to Smile.io
  3. Paste your API key.
  4. Click Test connection.
  5. Click Save.
Once saved, the integration is active.
Important: Rep AI shares the number of points a customer has, but does not calculate their monetary value. If you want your AI to explain what points are worth (for example, “500 points = $5 off”), add this information to your AI Instructions in the Training section of your Rep AI Console.

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How the integration works

When the integration is enabled:
  • Rep AI retrieves the customer’s points balance when they are logged in to their account.
  • The AI can reference points during conversations when relevant.
Rep AI only references points when appropriate:
  • If a customer has a points balance, the AI may highlight it during the conversation.
  • If a customer has no points, the AI does not mention the loyalty program or points balance.
Tip: Rep AI provides additional best practices for configuring how points are used in AI conversations. For guidance on setup and optimization, review Rep AI’s documentation.

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Important notes

  • Rep AI does not apply points at checkout. Customers must redeem their points before or during checkout, depending on your setup.
  • Rep AI shows points balances only. VIP tier status and rewards catalogs are not yet supported but may be added in future updates.
Note: For troubleshooting related to Rep AI behavior or configuration (outside of Smile API access), refer to Rep AI’s documentation.