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Automate transaction-based loyalty rewards with Fidel API

Swiftask connects your AI agents to Fidel API. Deliver instant, personalized rewards to your customers as soon as they make a purchase, with zero friction.

Result:

Boost customer retention with responsive loyalty programs, managed automatically by your AI agents.

Manual loyalty programs hinder customer engagement

Traditional loyalty programs often require effort from customers (scanning receipts, dedicated apps, promo codes). This slow process reduces engagement and limits the capture of real transactional data.

Main negative impacts:

  • Degraded customer experience: The need to prove a purchase creates unnecessary friction that discourages customers from participating.
  • Fragmented transactional data: Without a direct link to bank transactions, it's hard to understand the actual buying habits of your customers.
  • Delayed rewards: The time lag between purchase and reward reduces the positive psychological impact, weakening the retention effect.

Swiftask uses Fidel API to detect transactions in real time. Your AI agents automatically trigger the reward as soon as the purchase is validated, creating a seamless and instant experience.

BEFORE / AFTER

What changes with Swiftask

The classic customer journey

The customer buys, must scan their receipt in an app, wait for manual validation by the marketing team, then receive their reward days later.

Automation with Swiftask + Fidel API

The customer pays with their card. Fidel API detects the transaction, Swiftask processes the information and instantly credits the customer's loyalty account.

Set up your reward engine in 4 steps

STEP 1 : Configure your Swiftask agent

Create a dedicated transaction-tracking agent in Swiftask without writing a single line of code.

STEP 2 : Connect your Fidel API account

Integrate your Fidel API keys into Swiftask to enable secure reading of transaction events.

STEP 3 : Define reward rules

Configure the conditions (amount, category, location) that trigger automatic points or benefit attribution.

STEP 4 : Launch and optimize

Activate the workflow. Your customers receive rewards automatically as soon as criteria are met.

Advanced features for your loyalty programs

The agent analyzes transaction data transmitted by Fidel API to customize offers in real time.

  • Target connector: The agent performs the right actions in fidel api based on event context.
  • Automated actions: Assign loyalty points, trigger instant discounts, send confirmation push notifications, update customer segments based on actual spending.
  • Native governance: All transactions and rewards are logged in Swiftask for complete transparency.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-fidel-api@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Strategic benefits for your brand

1. Instant rewards

Create immediate customer satisfaction through seamless, automated delivery.

2. Zero user friction

The reward is automatic; the customer has no extra action to perform.

3. Precise transactional data

Get a clear view of actual buying behaviors to refine your marketing strategies.

4. No-code scalability

Adapt your loyalty rules on the fly without relying on technical teams.

5. Bank-grade security

Fidel API ensures secure and compliant payment data handling.

Data security and compliance

Swiftask applies enterprise-grade security standards for your fidel api automations.

  • Certified integration: Fidel API adheres to the strictest security standards in the financial industry.
  • Data governance: Swiftask ensures strict data separation and granular access control.
  • GDPR/PCI compliance: Automation is designed to respect confidentiality and data processing obligations.
  • Continuous audit: Every processed transaction leaves an immutable trace for your audit needs.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your performance

MetricBeforeAfter
Reward delaySeveral days (manual)Instant (automated)
Participation rateLow (friction)High (automatic)
Operational loadHigh (manual verification)Zero (100% automated)
Data accuracyDeclarative (errors)Transactional (certified)

Take action with fidel api

Boost customer retention with responsive loyalty programs, managed automatically by your AI agents.

Detect financial anomalies in your Fidel API transactions

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