Customer.io for AI agents
Agents read Customer.io at once. Changes and sends are held for a person's approval by default.
About Customer.io
Customer.io is a customer engagement platform that enables businesses to send targeted messages to their customers through various channels, including email, SMS, and push notifications.
What an agent can do in Customer.io
Every Customer.io action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Customer.io without asking first. 13 actions.
- Get IntegrationsTool to retrieve a list of integrations in your workspace. Use when you need to discover configured integrations.
- Get MessagesTool to retrieve a list of messages sent from your workspace. Use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
- Get Segment DetailsTool to retrieve details of a specific segment. Use after identifying the segment ID from list segments.
- Get Segment MembershipTool to retrieve people in a specific segment. Use when you need to page through segment membership after identifying segment ID.
- Get SegmentsTool to retrieve a list of segments in your workspace. Use when you need to fetch all segments after configuring segment rules.
- Get TriggerRetrieves details about a specific API-triggered broadcast, including trigger ID, campaign ID, creation timestamp, recipient filter criteria, and personalization data. Use this after triggering a broa
- Get Broadcast TriggersRetrieve all API trigger instances for a specific broadcast/campaign. Returns trigger metadata including IDs, creation timestamps, and processing status. Use after triggering a broadcast to list all i
- Get Customer.io Workspace WebhooksRetrieves all reporting webhook configurations from the Customer.io workspace. Reporting webhooks send event notifications (message sent, opened, clicked, etc.) to your specified endpoints. Use this t
- List CollectionsTool to list all Collections metadata. Use when you need to retrieve current details of each Collection in your workspace.
- List IP AddressesTool to retrieve the list of IP addresses used by Customer.io for sending messages. Use when you need to allowlist or configure firewall rules for Customer.io's sending infrastructure.
- List NewslettersTool to list all newsletters. Use when paginating through newsletter metadata.
- List SnippetsTool to list all snippets in your workspace. Use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.
Show all 13
- List Transactional MessagesLists all transactional message templates in your Customer.io workspace. Returns the ID and name (trigger name) for each template. Use this when you need to discover available transactional message te
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 10 actions.
- Add Person to GroupTool to add people to a group in Customer.io. Groups represent objects like companies, accounts, or projects that people belong to. Use when you need to establish relationships between people and orga
- Create Profile AliasTool to create an alias to merge multiple profiles in Customer.io. Use when you need to support multiple identifiers for a single person. The alias operation moves all data from the previous_id profil
- Suppress Customer ProfileSuppress a customer profile to permanently delete it and prevent re-adding with the same identifier. IMPORTANT: This action requires Track API credentials (Basic Auth with siteId:apiKey), not App API
- Identify PersonTool to identify a person and assign traits to them in Customer.io. Creates a new person profile if it doesn't exist, or updates an existing one. Use when adding new users, updating user profiles, or
- Send Batch CDP CallsSend multiple CDP calls (identify, track, page, screen, group, alias) in a single batch request. Use this to efficiently send multiple events or profile updates in one API call. The batch endpoint sup
- Track EventTool to send an event associated with a person in Customer.io. Records actions users take, along with properties that describe the action. Use when you need to track user behavior, conversions, or cus
- Trigger BroadcastManually trigger a Customer.io broadcast/campaign to send messages to a defined audience. Use this when you need to: - Send a pre-configured broadcast to specific recipients (by ID or email) - Overrid
- Unsubscribe from DeliveryTool to handle custom unsubscribe requests for email deliveries in Customer.io. Use when you need to unsubscribe a person from emails and attribute the action to a specific delivery. IMPORTANT: This a
- Track Page ViewTool to track page view events for website visitors in Customer.io. Use when recording user navigation or page impressions on your website. IMPORTANT: This action requires CDP API credentials (Bearer
- Track Screen ViewTrack mobile screen views in Customer.io for analytics and user journey tracking. Records when a user views a screen in your mobile app. Use this when you need to: - Track user navigation patterns in
Changes wait in Needs you
Changes and sends in Customer.io are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Customer.io questions
Can an agent change data in Customer.io on its own?
Not by default. Changes and sends in Customer.io are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Customer.io?
This connector lists 13 read actions. Reads run at once, without waiting for approval.
How does Customer.io connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.