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24 available actions

What your AI agent can do in 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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get IntegrationsTool to retrieve a list of integrations in your workspace.
  • Get MessagesTool to retrieve a list of messages sent from your workspace.
  • Add Person to GroupTool to add people to a group in Customer.io.
  • Create Profile AliasTool to create an alias to merge multiple profiles in Customer.io.
  • Suppress Customer ProfileSuppress a customer profile to permanently delete it and prevent re-adding with the same identifier.
  • Track EventTool to send an event associated with a person in Customer.io.

Browse all 24 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 13 actionsHide actions
  • Get IntegrationsTool to retrieve a list of integrations in your workspace.
  • Get MessagesTool to retrieve a list of messages sent from your workspace.
  • Get Segment DetailsTool to retrieve details of a specific segment.
  • Get Segment MembershipTool to retrieve people in a specific segment.
  • Get SegmentsTool to retrieve a list of segments in your workspace.
  • Get TriggerRetrieves details about a specific API-triggered broadcast, including trigger ID, campaign ID, creation timestamp, recipient filter criteria, and personalization data.
  • Get Broadcast TriggersRetrieve all API trigger instances for a specific broadcast/campaign.
  • Get Customer.io Workspace WebhooksRetrieves all reporting webhook configurations from the Customer.io workspace.
  • List CollectionsTool to list all Collections metadata.
  • List IP AddressesTool to retrieve the list of IP addresses used by Customer.io for sending messages.
  • List NewslettersTool to list all newsletters.
  • List SnippetsTool to list all snippets in your workspace.
  • List Transactional MessagesLists all transactional message templates in your Customer.io workspace.
Create & communicateCreate records or send supported messagesView 3 actionsHide actions
  • Add Person to GroupTool to add people to a group in Customer.io.
  • Create Profile AliasTool to create an alias to merge multiple profiles in Customer.io.
  • Send Batch CDP CallsSend multiple CDP calls (identify, track, page, screen, group, alias) in a single batch request.
Other actionsSpecialist and administrative actions.View 8 actionsHide actions
  • Suppress Customer ProfileSuppress a customer profile to permanently delete it and prevent re-adding with the same identifier.
  • Identify PersonTool to identify a person and assign traits to them in Customer.io.
  • Report Push Notification EventsTool to report push notification events to Customer.io.
  • Track EventTool to send an event associated with a person in Customer.io.
  • Track Page ViewTool to track page view events for website visitors in Customer.io.
  • Track Screen ViewTrack mobile screen views in Customer.io for analytics and user journey tracking.
  • Trigger BroadcastManually trigger a Customer.io broadcast/campaign to send messages to a defined audience.
  • Unsubscribe from DeliveryTool to handle custom unsubscribe requests for email deliveries in Customer.io.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Customer.io

How does the agent connect to Customer.io?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Customer.io?
The page above lists the 24 actions currently available through the Customer.io connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Customer.io included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Customer.io is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Customer.io to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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