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AI teammates for Customer.io

Understand campaign results and changes in customer segments.

Example task
Customer.io
Your Mate
Your result

The request

Explain how a recent campaign performed

Result and follow-up

Review the work with your Mate.

More work to hand off

  • Flag changes in an important customer segment
  • Review a customer's campaign history before a support call

Give your agents a job.

  1. Your Mate

    Sets up the task and cadence.

  2. Specialist Mate

    Does the recurring work.

  3. You

    Set the goals. Review the results.

Available actions

11 actions
  • get integrations
  • get messages
  • get segment details
  • get segment membership
  • get segments
  • get triggers
View all 11 actions
  • list collections
  • list ip addresses
  • list newsletters
  • list snippets
  • list transactional messages

These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.

Connecting Customer.io

Connection
Sign in with your account
Setup
About 10 minutes

Connect Customer.io to your Mate

Choose a task and review the first result.

Create account