Monterey AI

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API Reference

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BearerAuth

Welcome

Welcome to Monterey AI, the copilot for product insights

Quick Start

Philosophy

Overview

Upgrades you can expect from the platform

Feedback CSV Upload

Add data from any supported Survey Provider, upload a Survey CSV, or Create a Monterey Survey!

Survey

Add our in-app Widget to collect feedback directly from your website

Widget

The portal supports a public feedback collection mechanism, and a view to share your roadmap and progress

Portal

Install the Monterey AI Chrome extension to capture customer feedback from any web app or web page

Chrome extension

How to import and update contacts via CSV upload

Contacts CSV Upload

How to import and update contact accounts via CSV upload

Accounts CSV Upload

Snippets

Contacts

Configure and use metadata across the platform

Metadata

Review Spam

Feedback grouped by common themes for easy analysis

Themes

Answer any questions about your feedback like magic

Ask Monty

Alerts

In-depth analysis fully customizable to align with your objectives

Custom Reports

Creating, managing and tuning labels for feedback triage.

Label Management

Goals (coming soon)

Templates (coming soon)

Search

Create Linear tickets from customer feedback or themes

Linear 

Create Asana tickets from customer feedback or themes.

Asana

Create Jira tickets from customer feedback or themes

Jira 

Weekly Report

Keep up with critical insights, delivered directly to your inbox

Email Notifications

Export

Properties 

Connect your support platform to Monterey AI

Support Integrations

Ingest customer conversations and support tickets to Monterey for consolidation and analysis

Intercom

GitHub

Gladly

Gong

Front

Zendesk

Freshdesk

Salesforce Service Cloud

Jira Service Management

Kustomer

CRM Integrations

Ingest Salesforce Closed-Won Opportunity Notes

Salesforce

Ingest HubSpot Closed-Won Opportunity Notes

HubSpot

Connect your community platforms to Monterey AI

Community Integrations

Integrate Monterey.ai with your Slack workspace

Slack

Integrate Monterey.ai with your Discord server.

Discord

Connect your movile app review stream to Monterey AI

App Reviews Integrations

App Store

Google Play Store

Ingest Typeform survey results to Monterey for consolidation and analysis

Typeform

Ingest SurveyMonkey survey results to Monterey for consolidation and analysis

SurveyMonkey

Ingest Emails

Build custom automations to ingest feedback with Zapier

Zapier

Ingest targeted data from Snowflake and other data warehouses to Monterey for consolidation and analysis

Data Warehouse

Get a list of feedback categories

Get a list of customers

Create a new customer

Create a new Feedback Record

Create a new project

Update a project

An overview of Monterey AI's security features and practices.

Security Overview

An alternative sign in method for users who experience issues with the Sign in button in emails

Sign in with Token

Description of team member roles and capabilities

User Roles

An overview of Monterey AI's PII Masking Offering.

PII Masking

Detailed breakdown on how we calculate volume usage

Volume Calculation

Attribution for open-source projects utilized in the Monterey AI client application

API Reference

Get a list of projects

Authorizations

Response