• AUTOMATED
  • DATA-DRIVEN
  • HUMAN
  • TARGETED

How to trigger event based surveys with your AI

Connect Refiner to your agent to turn user actions into feedback. Once connected, your agent handles the event logging so surveys launch automatically when triggers occur.

Ask AI about this page

Short answer

How can I trigger Refiner surveys using my AI?

You tell your agent to log a specific event whenever a user performs a key action. This sends a signal to Refiner to immediately show a micro-survey. You'll get direct feedback tied to specific user behaviors.

Survey outcomes.

Where feedback lands.

What happens after your agent logs an event.

AUTOMATED

Instant micro-surveys

The agent triggers a Refiner event right after a user action. This captures sentiment while the experience is still fresh.

DATA-DRIVEN

Behavioral insights

Every survey is linked to the specific action your agent logged. You see exactly which features prompt the most feedback.

HUMAN

Manual review needed

The agent handles the trigger, but you still need to check the Refiner dashboard to read responses and act on them.

TARGETED

Segmented feedback

The agent can pass user details along with the event. This lets you group survey results by user type or specific behavior.

The workflow

What your AI does when the event occurs.

The agent acts as the bridge between user activity and your feedback collection.

  1. Detect action

    Your agent monitors the user flow to identify when a significant event happens.

    track_refiner_event

  2. Log the event

    The agent sends the event data to Refiner to initiate the survey process.

    track_refiner_event

  3. Confirm trigger

    The agent verifies the event was sent so you know the survey is live.

    track_refiner_event

  4. Notify user

    The agent can acknowledge the action to the user, keeping the interaction natural while the survey pops up.

    track_refiner_event

Try it

Copy these to start.

Use these prompts to get your agent working with Refiner.

Starting points

Swap the bracketed text for your actual app events or user segments.

Refiner Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_oZTOqi44qYgTigtg1YbvsSD1RxDyuO25XsEYbPFL/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 — Refiner capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "refiner-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oZTOqi44qYgTigtg1YbvsSD1RxDyuO25XsEYbPFL/mcp"
    }
  }
}
Copy into chat04

  • Log a Refiner event when the user completes their checkout in the app.

  • Trigger a micro-survey via Refiner after the user finishes the onboarding flow.

  • When a user hits a billing error, use Refiner to ask them about their experience.

  • Track a Refiner event every time a user upgrades their subscription level.

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

Start here

Connect Refiner once, then ask.

Link your account once. Your credentials stay encrypted, and you can start triggering surveys through any MCP-compatible client immediately.

Connect Refiner to your AI

FAQ

Common questions

  • 01

    Can the AI write the survey questions?

    No. The agent triggers the event, but the survey content and design are managed within Refiner.

  • 02

    Does the AI see the survey responses?

    No. The agent only sends the trigger. You view all collected feedback in your Refiner dashboard.

  • 03

    Can I trigger multiple surveys for one action?

    Yes, as long as you have different survey triggers set up in Refiner to respond to the events the agent sends.

  • 04

    Can the agent delete existing surveys?

    No. The agent only has the ability to track events to fire surveys.

  • 05

    Will this work in Claude or Cursor?

    Yes, it works in any MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Refiner to Claude, Cursor, ChatGPT & more