Connect Customer.io to your AI agent
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.
We set up the connection using your own Customer.io account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Customer.io
Each one is a real action the agent can take on its own, the same things a person clicking around Customer.io could do. Read-only by default; write actions are confirmed against your policy.
- Add Person to Group Tool 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 organizational entities.
- Create Profile Alias Tool 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 profile to the user_id pr…
- Suppress Customer Profile Suppress 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 credentials. Suppre…
- Get Integrations Tool to retrieve a list of integrations in your workspace. Use when you need to discover configured integrations.
- Get Messages Tool 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 Details Tool to retrieve details of a specific segment. Use after identifying the segment ID from list segments.
- Get Segment Membership Tool to retrieve people in a specific segment. Use when you need to page through segment membership after identifying segment ID.
- Get Segments Tool to retrieve a list of segments in your workspace. Use when you need to fetch all segments after configuring segment rules.
- Get Trigger Retrieves 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 broadcast to verify its…
- Get Broadcast Triggers Retrieve 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 its trigger executio…
- Get Customer.io Workspace Webhooks Retrieves 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 to list all configur…
- Identify Person Tool 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 tracking anonymous…
- List Collections Tool to list all Collections metadata. Use when you need to retrieve current details of each Collection in your workspace.
- List IP Addresses Tool 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 Newsletters Tool to list all newsletters. Use when paginating through newsletter metadata.
- List Snippets Tool to list all snippets in your workspace. Use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.
- List Transactional Messages Lists 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 templates or retrieve…
- Report Push Notification Events Tool to report push notification events to Customer.io. Use when you need to track device-side push events (opened, converted, delivered). IMPORTANT: This endpoint is deprecated. Use the metrics endpoint instead for rep…
- Send Batch CDP Calls Send 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 supports up to 500KB t…
- Track Event Tool 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 custom events for segm…
- Track Page View Tool 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 token), not Track A…
- Track Screen View Track 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 mobile apps - Recor…
- Trigger Broadcast Manually 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) - Override the broadcast's d…
- Unsubscribe from Delivery Tool 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 action requires Trac…
Setup
How we connect it
- 1
Connect your account
You create a key in Customer.io, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Customer.io questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Customer.io's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Customer.io to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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