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Customer.io

Customer.io for your phone line: check segments, messages and send triggers during calls.

Connect Customer.io and your agent can work with your customer messaging during a call. It can check whether a caller is in a segment, look up recent message delivery, and confirm the status of a broadcast trigger. For a clinic, store, or service business, that means answering questions about a message a customer just received, or tracking a campaign without waiting for someone to check a dashboard. Your agent works only with the tools you connect and the permissions you give it.

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What your agent can do with Customer.io

  • Check whether a caller belongs to a specific segment, such as VIP or lapsed customers
  • Look up recent email and message delivery to answer 'did I get your confirmation?'
  • Confirm the status and details of a broadcast or trigger
  • Review integrations and segments configured in your workspace
  • Remove a customer profile on request, so they stop receiving messages

Customer.io exposes 23 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about a confirmation email

  1. Caller

    Hi, I booked a consultation last week but I never got the confirmation email.

  2. Agent

    Sorry about that. Can I have the email address you booked with?

  3. Caller

    It's dana.reyes@gmail.com.

  4. Agent

    Thanks. I can see the confirmation was sent on Tuesday and delivered. It may be in your spam folder. I can resend it to you now if you like.

Checking segment membership before a call

  1. Caller

    Hi, this is Mark from Brightline Dental. Am I on your loyalty list?

  2. Agent

    Let me check that for you, Mark. What's the phone number on your account?

  3. Caller

    It's 415 555 0142.

  4. Agent

    Yes, you're in the Loyalty Members segment. You qualify for the 15 percent off cleaning offer, which runs until the end of the month.

Confirming a broadcast went out

  1. Caller

    Hi, did the spring sale reminder go out to our customers this morning?

  2. Agent

    Let me look at that broadcast. One moment.

  3. Caller

    Thanks.

  4. Agent

    It was triggered at 9:05 AM and is complete. It reached 1,284 people, so it went out as planned.

How to connect Customer.io

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Customer.io

    From Integrations in the dashboard, choose Customer.io and enter the connection details from your Customer.io account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Customer.io actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work during the call or after it?

Both. During a call, your agent can look up segments, message delivery and broadcast status to answer a caller. After a call, it can log outcomes and follow up through the tools you connect.

What do I need to connect Customer.io?

You need a Customer.io account and the credentials from its settings. Sign in from the AgentCalls dashboard, add your credentials, and choose which actions your agent can use.

Which plan includes this integration?

Integrations are included from the Growth plan. You can start on a lower plan and upgrade when you need Customer.io connected.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Customer.io.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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