How do I connect Klaviyo?

What it gives you

The Klaviyo integration adds Klaviyo steps to your agents: they create, get and update profiles; get lists, add a profile to a list or remove it, subscribe an email to a list and record events on a profile.

Steps don't run on their own: only through a step you add to the flow or an action you turn on in the “Integrations” tab of the AI Assistant step. The one exception is support requests: when a visitor leaves an email and opens a request, an “Agenola Support Request” event is recorded in Klaviyo.

Connecting requires the Owner or Admin role.

Connecting

1. On Integrations → Klaviyo, press “Connect to Klaviyo”.
2. Sign in with your Klaviyo account. Klaviyo shows a warning for apps that aren't listed in its app marketplace; press “Continue”.
3. On the permission screen, press “Allow”.

Steps run on behalf of your Klaviyo account; the connection keeps working even if the person who connected leaves the account.

List

List steps have a “List” field; the step uses that list. One agent can write to your newsletter list, another to a different list.

Profiles and subscriptions

“Create or update profile” finds the profile by email: it creates it if it doesn't exist, otherwise it updates the fields you fill in. Fields you leave empty don't clear the value in Klaviyo. The step returns the profile's ID, which you can use in later steps.

Event and subscription steps also work by email; if there's no profile, Klaviyo creates one.

“Subscribe to list” subscribes the email with marketing consent. If the list uses double opt-in, Klaviyo sends a confirmation email first. Use this step after the step where the visitor explicitly agrees.

“Add profile to list” and “Remove profile from list” don't change marketing consent.

“Get profile” and “Get profiles” return names and emails; “Get profiles” lists the first 100 profiles. Turn these on in agents your team uses, not in agents open to visitors.

Events

“Send event” records an event on the profile; if there's no profile, Klaviyo creates one. Write the properties one per line as “name: value”. You can enter the event's monetary value in the “Value” field.

In Klaviyo you can build an automation (Flow) or a segment that starts from this event.

The support request event arrives with the subject, the agent's name, the urgency and the request number; it updates the profile's name with the name in the request.

When the connection closes

If you remove Agenola in Klaviyo, or your agents don't write to Klaviyo for 90 days, Klaviyo closes the connection. The integration page asks you to connect again; remove the connection and connect again.

Removing

Press “Disconnect”: Klaviyo steps in your agents stop and support requests are no longer recorded in Klaviyo. Agenola is also removed from your Klaviyo account's integrations; your profiles and events stay in Klaviyo.