• CONTACTS
  • CAMPAIGNS
  • DATA
  • HUMAN

How to onboard new customers with your AI

Connect Referrizer to your AI client once. From there, your agent handles the heavy lifting of contact registration and campaign enrollment.

Ask AI about this page

Short answer

How can I use my AI to onboard new customers?

Your AI uses Referrizer to create new contact records and immediately enroll them into specific reward or welcome campaigns. You get a direct way to turn conversations into active loyalty members. Here is how the data moves.

The results.

Where your data lands.

The AI moves information between your chat and Referrizer to trigger your marketing flows.

CONTACTS

New contact creation

The AI adds new customer details directly to your database. This populates your list with the names and info you need.

CAMPAIGNS

Instant enrollment

Your agent updates contact profiles to trigger specific welcome or reward sequences. This puts customers into the right funnel immediately.

DATA

Profile updates

The AI modifies existing contact information to keep your segments accurate. This keeps your reward tiers up to date.

HUMAN

Manual review needed

You still handle the actual customer conversation and high-level strategy. The AI just manages the data entry and system triggers.

The workflow

What your AI does when a new customer arrives.

The AI acts as the bridge between your conversation and your marketing automation.

  1. Capture details

    When you provide customer info in chat, the AI prepares a new entry for your system.

    create_contact

  2. Register contact

    The AI sends that information to Referrizer to build the customer profile.

    create_contact

  3. Assign rewards

    The AI modifies the new profile to ensure they are tagged for a specific welcome campaign.

    update_contact

  4. Sync updates

    If a customer's status changes, the AI adjusts their existing profile to keep them in the right reward tier.

    update_contact

Try it

Copy these to start.

Use these prompts to trigger the onboarding process.

Starting points

These are starting points. Swap out the bracketed info with your actual customer details or campaign names.

Referrizer Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_oMyDulNqBny2gFByVAFpnCZFD37FUYBRCaDGuT2k/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Referrizer capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "referrizer-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oMyDulNqBny2gFByVAFpnCZFD37FUYBRCaDGuT2k/mcp"
    }
  }
}
Copy into chat04

  • Register a new contact named Alex Reed with the email alex.reed@email.com.

  • Update the contact for Jordan Smith to enroll them in the Summer Rewards campaign.

  • Create a new contact for Sarah Chen and add her to the VIP welcome list.

  • Update the contact info for Mike Jones to change his loyalty tier to Gold.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Referrizer once, then ask.

Just click the link to connect your account. Your login stays encrypted, and you can find the full tool list on the Connector page.

Connect Referrizer to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send the actual welcome email?

    No. The AI updates the contact in Referrizer to trigger the email, but the actual sending is handled by Referrizer's own automation.

  • 02

    Can the AI delete customers from my list?

    No. This MCP only has tools to create and update contact information.

  • 03

    Does the AI need to ask me for permission before adding a contact?

    The AI performs the action as soon as you give it the command to register the contact.

  • 04

    Can I use this to change a customer's password?

    No. The available tools are limited to creating and updating contact profiles.

  • 05

    Will the AI automatically know when a new customer walks in the door?

    No. You need to tell your AI client that a new customer is ready to be registered.

  • More questions about Referrizer? The Connector page answers them. See everything the Referrizer Connector can do

Connect Referrizer to Claude, Cursor, ChatGPT & more