CRM

Connect Customer.io to Your AI Agents

Enable your Wkil agents to update customer profiles, track events, and trigger campaigns through a secure Customer.io integration.

Authentication: API key

Build with Customer.io

What you can do

Update customer profiles and attributes
Track behavioral events
Trigger targeted campaigns

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

23 verified tools

Identify Person

Create or update a customer profile with attributes.

Track Event

Record a customer behavioral event.

Trigger Broadcast

Trigger a broadcast campaign to a segment.

Get Segment Membership

Check whether a customer belongs to a segment.

Add Person to Group

Add a customer profile to a group.

Track Page View

Record a page-view event for a customer.

Suppress Customer Profile

Suppress a customer profile from receiving messages.

Get Segments

List the segments configured in the workspace.

View all verified tools (search)

Add Person to GroupCreate Profile AliasSuppress Customer ProfileGet IntegrationsGet MessagesGet Segment DetailsGet Segment MembershipGet SegmentsGet TriggerGet Broadcast TriggersGet Customer.io Workspace WebhooksIdentify PersonList CollectionsList IP AddressesList NewslettersList SnippetsList Transactional MessagesSend Batch CDP CallsTrack EventTrack Page ViewTrack Screen ViewTrigger BroadcastUnsubscribe from Delivery

Practical agent use cases

An agent tracks a purchase event so a customer enters the right lifecycle campaign.
An agent checks a customer's segment before deciding which offer to present.

How it works with Wkil

1
Choose the integration
Add Customer.io to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Can an agent design a campaign from scratch?

The agent works with existing campaigns and segments by tracking events and profile data; campaign design stays inside Customer.io.