customer.io integration

Create personalized journeys across all channels with our customer engagement platform. Use customer.io from Zoft voice agents, chat agents, workflows and AI employees.

Account details
3 actions

Get early access Talk to sales

Starts withA call, a chat message or a schedule
ZoftAgent or workflow decides what happens next
Then in customer.ioCreate Event
AndApp Custom API Call

Illustrative flow built from customer.io’s real triggers and actions.

Zoft + customer.io

What Zoft can do with customer.io.

01Voice agentsA phone agent can use customer.io actions such as Create Event and App Custom API Call during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update customer.io while it talks to the customer.
03WorkflowsUse customer.io as a step on the workflow canvas, alongside the other apps in your stack.
04AI employeesAn AI employee can find and use customer.io actions on its own, and ask for your approval before it sends or changes anything important.

Actions 3

Things Zoft can do in customer.io.

Create EventCreate an event in Customer.io
App Custom API CallCustomerIO App Custom API Call (api.customer.io)
Track Custom API CallCustomerIO Track Custom API Call (track.customer.io)

Setup

Connect customer.io in three steps.

01ConnectChoose customer.io in Connections and enter the account details customer.io asks for, such as a store name or token.
02Put it to workAdd customer.io as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Marketing

FAQ

customer.io on Zoft, answered.

What can Zoft do with customer.io?

Zoft supports 3 actions for customer.io. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect customer.io to Zoft?

Choose customer.io in Connections and enter the account details customer.io asks for, such as a store name or token.

Can a voice agent or chat agent use customer.io?

Yes. Once customer.io is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in customer.io without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put customer.io to work in your operation.