Klaviyo integration: visitors from the chat become Klaviyo profiles and join your list

How it works

Klaviyo steps are added to a flow or turned on in the Integrations tab of the AI Assistant step. Steps work with the email the visitor gives.

Each step chooses which list to use: one agent can write to your newsletter list, another to a different list.

• “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” adds the profile to the list but doesn't give marketing consent.
• “Send event” records an event on the profile; in Klaviyo you can build an automation (Flow) or a segment that starts from this event.
• When a visitor opens a support request and leaves an email, an “Agenola Support Request” event is recorded in Klaviyo; the subject, agent and urgency are its properties.
• Steps run on behalf of your Klaviyo account; the connection keeps working even if the person who connected leaves the account.

What it does

This list is generated from the same source as the Klaviyo page in the dashboard: if it isn't listed here, we don't do it with Klaviyo. Flow steps live in the flow editor under Add step → Integrations → Klaviyo.

Example conversations

Setup

1. 1In Agenola, on Integrations → Klaviyo, press “Connect to Klaviyo” and approve with your Klaviyo account.
2. 2In the agent editor, add Klaviyo steps, choose the list, and in the email field write the variable that holds the visitor's email.

Detailed setup: How do I connect Klaviyo?

Permissions and where your data goes

• Sent to Klaviyo: the fields you fill in the step (the visitor's email, first name, last name, phone), list memberships, event names, properties and value. When a visitor leaves an email and opens a support request: the request's subject, the agent's name, its urgency and the request number.
• Read from Klaviyo: the account's name, your lists and the profile details the step asks for (name, email).
• Permissions: viewing account details; reading and writing profiles, lists and subscriptions; writing events. No access to campaigns, automations, segments or templates is requested.
• Connection details are stored encrypted on the server. Only the workspace owner and admins can connect or remove it. When it's removed, Agenola is also removed from your Klaviyo account's integrations; your profiles and events stay in Klaviyo.