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Marketing

Klaviyo integration

Connect Klaviyo so your AI agent can look up a matched customer, see their mailing-list memberships and recent events, and stop marketing email when allowed.

Sign-in and approve, no API key3 reads, 1 change

Overview

Klaviyo lets your agent look up a matched customer: their profile, the mailing lists they receive and what was recently sent to them.

It can also stop marketing email to that customer. This is a change, so it can be held for a team member's approval.

The journey at a glance

  1. 1Find KlaviyoOpen Integrations, search for Klaviyo and click Connect.
  2. 2Connect and approve accessStart the connection and approve only if you trust the app.
  3. 3Check the connectionConfirm Connected and test the connection.
  4. 4Choose what the agent can doEnable the reads and any approved change for this agent.
  5. 5Test safely and review approvalsTry a read, then a held change with a test profile.

Before you start

You need access to the correct Klaviyo account and permission to authorize integrations.

No API key

This connection uses a sign-in and approval flow. There are no API-key, site-address or field-mapping boxes to fill in.

Step 1

Find Klaviyo

  1. 1Open your Cevanos agent and go to Deployment → Integrations.
  2. 2Search for Klaviyo under Marketing. Click Connect on its Available card.
Klaviyo appears as Available. Click Connect.

Result

The Connect Klaviyo wizard opens.

Step 2

Connect and approve access

  1. 1In the Before you start dialog, click Connect Klaviyo.
  2. 2If Klaviyo shows an app-review warning, check the app and organization. Select Continue only if you trust the connection.
  3. 3Review the requested account, events, lists, metrics, profiles and subscription permissions. Click Allow to authorize, or Deny to stop.
The Cevanos connection wizard: click Connect Klaviyo.
Klaviyo's warning: the purple rectangle marks Continue. Proceed only after verifying the app.
Klaviyo's access screen: review the permissions, then click the highlighted Allow button.

Result

After approval, Cevanos can establish the connection. Authorization does not by itself enable agent actions.

Step 3

Check the connection

  1. 1Open the connected Klaviyo card in Integrations.
  2. 2Check the Connected status and use Test connection if needed.
  3. 3Click Choose what it can do.
Klaviyo integration detail: Connected status, permissions, health and connection test.

Result

The workspace connection is active.

Step 4

Choose what the agent can do

Enable only the capabilities the agent needs. Four actions are available: three reads and one change.

ActionTypeWhen available
Find this customerReadAfter customer matching
Find which mailings this customer receivesReadAfter customer matching
Find what was sent to this customerReadAfter customer matching
Stop marketing email to this customerChangeAfter matching; follow approval controls
Actions panel: three reads and one change; the change is set to Wait for approval.

Result

Enabled reads can retrieve matched-customer information; the change follows the configured approval setting.

Step 5

Test safely and review approvals

  1. 1In Agent → Playground, select a test identity that matches a Klaviyo customer.
  2. 2Ask a read-only question, such as “Which mailings do I receive?” Confirm that the agent returns only that customer's information.
  3. 3For a subscription-change test, use a test profile. Leave Wait for approval selected and review the request in Operations → Pending actions before approving.

Do not test opt-outs on real customers

Only use real customers with authorization. All four actions require a matched customer. Reads never need approval; the marketing-email change can be held for human approval.

Reference

What Klaviyo can do

Klaviyo supplies four actions: three reads and one that makes a change. Each one can be switched on separately.

4 capabilities · 3 reads · 1 that change something

Reads3

  • Find this customer

    Matched customer

  • Find which mailings this customer receives

    Matched customer

  • Find what was sent to this customer

    Matched customer
Does1

  • Stop marketing email to this customer

    Matched customer

Troubleshooting

ProblemWhat to check
Klaviyo shows an unreviewed-app warningVerify the app and account with your administrator. Do not continue if you do not trust it.
The connection is not completedCheck that you approved the requested access on the correct Klaviyo account.
The agent cannot find a profileCheck the customer identity match and whether the relevant read action is switched on.
A change does not run immediatelyCheck whether it is waiting in Operations → Pending actions.
Access stops workingUse Test connection; reconnect if the authorization was revoked or expired.

Optional

Disconnect Klaviyo

Open the Klaviyo integration page and select Disconnect Klaviyo. Review agent capabilities again if you reconnect.

Your data stays

Disconnecting removes Cevanos's access. It does not delete Klaviyo data.

Ready to connect Klaviyo?

Open your agent's Integrations and click Connect on the Klaviyo card.

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