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Klaviyo

Connect Klaviyo and let your agent act on your email and SMS marketing during calls.

Connect your Klaviyo account and your agent can work with your marketing data while it talks to customers. It can add a caller to a list so they receive your updates, look up a profile, and record events like a call or inquiry against that customer. Klaviyo's 229 actions cover campaigns, lists, profiles and events, so the agent can use the parts of Klaviyo your business relies on. Setup takes a few minutes with credentials from your Klaviyo settings.

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What your agent can do with Klaviyo

  • Add a caller to a Klaviyo list when they agree to receive offers or updates
  • Look up a customer profile by phone or email to greet them by name
  • Record call outcomes and inquiries as events on the customer's profile
  • Check campaign details and recipient estimates when a customer asks about upcoming promotions
  • Trigger a follow-up message based on what was discussed on the call

Klaviyo exposes 229 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Joining the mailing list

  1. Caller

    Hi, I bought a pair of running shoes from you last month. Can I get your sale emails?

  2. Agent

    Of course. What email address should I use for your account?

  3. Caller

    It's dana.reyes@mail.com.

  4. Agent

    Done. You're now on the Sale Alerts list, and you'll get the next offer this Friday. Anything else I can help with?

Customer lookup before a return

  1. Caller

    I need to return an order. The number is 4481, but I don't remember the email I used.

  2. Agent

    No problem, I can find it from your phone number. Give me one moment.

  3. Agent

    Thanks, Marcus. I see your order from March 3rd for two sweaters. I've logged your return request on your profile so the team can process it today.

  4. Caller

    Great, thank you.

Outbound restock follow-up

  1. Agent

    Hi, this is Ava from Northline Coffee. Is this Priya?

  2. Caller

    Yes, speaking.

  3. Agent

    You asked us to let you know when the Ethiopia single-origin beans were back. They're in stock now, and I've noted the restock on your profile.

  4. Caller

    Perfect, I'll order this afternoon.

How to connect Klaviyo

  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 Klaviyo

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

  3. 3

    Choose the actions

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

Use cases that use Klaviyo

Industries

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Questions, answered.

Does this work during the call or after it?

Both. Your agent can read and update Klaviyo while a call is live, and it can also log outcomes once the call ends.

What do I need to connect Klaviyo?

A Klaviyo account and the connection credentials from your Klaviyo settings. Sign in to the AgentCalls dashboard and add Klaviyo under Tools.

Which plan includes this integration?

Klaviyo integration is included from the Growth plan.

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Put your agent to work with Klaviyo.

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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