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Use Customer.io and AI Agent to personalize outreach based on real-time customer behavior. Latenode's visual editor makes it easy to build custom AI-powered segments, and affordable pricing lets you scale engagement without breaking the bank.
Connect Customer.io and AI Agent in minutes with Latenode.
Create Customer.io to AI Agent workflow
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Customer.io
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In the workspace, click the “Create New Scenario” button.

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or AI Agent will be your first step. To do this, click "Choose an app," find Customer.io or AI Agent, and select the appropriate trigger to start the scenario.

Select the Customer.io node from the app selection panel on the right.

Customer.io
Click on the Customer.io node to configure it. You can modify the Customer.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Next, click the plus (+) icon on the Customer.io node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.

Customer.io
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AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Use various Latenode nodes to transform data and enhance your integration:

JavaScript
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AI Anthropic Claude 3
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AI Agent
Trigger on Webhook
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Customer.io
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Iterator
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Webhook response
After configuring Customer.io, AI Agent, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Run the scenario by clicking “Run once” and triggering an event to check if the Customer.io and AI Agent integration works as expected. Depending on your setup, data should flow between Customer.io and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Customer.io + AI Agent + Slack: When new customer feedback is available in Customer.io, an AI Agent summarizes it and posts the summary to a dedicated Slack channel for review.
Customer.io + AI Agent + Google Sheets: When a new customer support ticket is created in Customer.io, an AI Agent categorizes it, and the ticket information along with its category are logged in Google Sheets.
About Customer.io
Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.
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About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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How can I connect my Customer.io account to AI Agent using Latenode?
To connect your Customer.io account to AI Agent on Latenode, follow these steps:
Can I personalize customer outreach based on AI-driven insights?
Yes, you can! Latenode enables powerful workflows to use AI Agent's insights from customer data in Customer.io, triggering personalized messaging, boosting engagement and conversion.
What types of tasks can I perform by integrating Customer.io with AI Agent?
Integrating Customer.io with AI Agent allows you to perform various tasks, including:
Can I trigger Customer.io events based on AI Agent analysis?
Yes, you can trigger events! Use Latenode to connect AI Agent's insights directly to Customer.io, automating responses for better engagement.
Are there any limitations to the Customer.io and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: