Add Customer.io to your AI agent
Customer.io is a customer engagement platform that enables businesses to send targeted messages to their customers through various channels, including email, SMS, and push notifications.
- Things your agent can do in Customer.io
- 23
Things your AI can do in Customer.io
Your FormWise AI can handle any of these in Customer.io — on its own, without you needing to click a button.
Add Person to Group
PopularTool to add people to a group in Customer.io. Groups represent objects like companies, accounts, or projects that people belong to. Use when you need to establish relationships between people and organizational entities.
Create Profile Alias
PopularTool to create an alias to merge multiple profiles in Customer.io. Use when you need to support multiple identifiers for a single person. The alias operation moves all data from the previous_id profile to the user_id profile, consolidating them into a single canonical profile.
Suppress Customer Profile
PopularSuppress a customer profile to permanently delete it and prevent re-adding with the same identifier. IMPORTANT: This action requires Track API credentials (Basic Auth with siteId:apiKey), not App API credentials. Suppression also deletes the customer profile - you don't need to call a separate delete endpoint. Use this for GDPR/CCPA compliance requests. The operation is irreversible and prevents any future attempts to re-add a person with the same identifier (email or ID).
Get Integrations
PopularTool to retrieve a list of integrations in your workspace. Use when you need to discover configured integrations.
Get Messages
PopularTool to retrieve a list of messages sent from your workspace. Use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
Get Segment Details
PopularTool to retrieve details of a specific segment. Use after identifying the segment ID from list segments.
Get Segment Membership
PopularTool to retrieve people in a specific segment. Use when you need to page through segment membership after identifying segment ID.
Get Segments
PopularTool to retrieve a list of segments in your workspace. Use when you need to fetch all segments after configuring segment rules.
Get Trigger
PopularRetrieves details about a specific API-triggered broadcast, including trigger ID, campaign ID, creation timestamp, recipient filter criteria, and personalization data. Use this after triggering a broadcast to verify its configuration and check the data used for message personalization.
Get Broadcast Triggers
PopularRetrieve all API trigger instances for a specific broadcast/campaign. Returns trigger metadata including IDs, creation timestamps, and processing status. Use after triggering a broadcast to list all its trigger executions.
Get Customer.io Workspace Webhooks
PopularRetrieves all reporting webhook configurations from the Customer.io workspace. Reporting webhooks send event notifications (message sent, opened, clicked, etc.) to your specified endpoints. Use this to list all configured webhooks and their settings including subscribed events, endpoints, and status. Returns an empty list if no webhooks are configured.
Identify Person
PopularTool to identify a person and assign traits to them in Customer.io. Creates a new person profile if it doesn't exist, or updates an existing one. Use when adding new users, updating user profiles, or tracking anonymous visitors. Either user_id or anonymous_id must be provided.
Show 11 more things it can do
List Collections
PopularTool to list all Collections metadata. Use when you need to retrieve current details of each Collection in your workspace.
List IP Addresses
PopularTool to retrieve the list of IP addresses used by Customer.io for sending messages. Use when you need to allowlist or configure firewall rules for Customer.io's sending infrastructure.
List Newsletters
PopularTool to list all newsletters. Use when paginating through newsletter metadata.
List Snippets
PopularTool to list all snippets in your workspace. Use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.
List Transactional Messages
PopularLists all transactional message templates in your Customer.io workspace. Returns the ID and name (trigger name) for each template. Use this when you need to discover available transactional message templates or retrieve their IDs for sending messages via the API.
Send Batch CDP Calls
PopularSend multiple CDP calls (identify, track, page, screen, group, alias) in a single batch request. Use this to efficiently send multiple events or profile updates in one API call. The batch endpoint supports up to 500KB total with 32KB per individual call. Each call in the batch can be a different type (identify, track, page, screen, group, or alias). Requirements by call type: - identify/track/page/screen: Require userId or anonymousId - group: Requires groupId (and userId or anonymousId) - track: Requires event name - alias: Requires userId and previousId Note: This action uses the CDP API base URL (https://cdp.customer.io/v1) which differs from the Track API base URL used by some other Customer.io actions.
Track Event
PopularTool to send an event associated with a person in Customer.io. Records actions users take, along with properties that describe the action. Use when you need to track user behavior, conversions, or custom events for segmentation and campaigns.
Trigger Broadcast
PopularManually trigger a Customer.io broadcast/campaign to send messages to a defined audience. Use this when you need to: - Send a pre-configured broadcast to specific recipients (by ID or email) - Override the broadcast's default UI-defined audience with custom filtering - Provide personalization data for Liquid template variables - Send individualized content using per_user_data Requirements: - broadcast_id: Must be a valid broadcast ID from Customer.io (find in broadcast's Triggering Details) - Audience: Provide exactly ONE of: recipients, ids, emails, per_user_data, or data_file_url Rate Limits: This endpoint allows one request every 10 seconds per broadcast.
Unsubscribe from Delivery
PopularTool to handle custom unsubscribe requests for email deliveries in Customer.io. Use when you need to unsubscribe a person from emails and attribute the action to a specific delivery. IMPORTANT: This action requires Track API credentials (Basic Auth with siteId:apiKey), not App API credentials. The unsubscribe action sets the person's unsubscribed attribute to true.
Track Page View
Tool to track page view events for website visitors in Customer.io. Use when recording user navigation or page impressions on your website. IMPORTANT: This action requires CDP API credentials (Bearer token), not Track API or App API credentials. Either user_id or anonymous_id must be provided to identify the viewer. Include properties like url, title, and path to enrich analytics and segmentation capabilities.
Track Screen View
Track mobile screen views in Customer.io for analytics and user journey tracking. Records when a user views a screen in your mobile app. Use this when you need to: - Track user navigation patterns in mobile apps - Record screen views for engagement analytics - Trigger workflows based on specific screen visits - Build user journey maps based on screen flow Requirements: - Provide either userId (for known users) or anonymousId (for anonymous users) - Screen name is required to identify which screen was viewed - Optionally include properties for additional context (platform, category, etc.) Note: This endpoint uses the CDP API (cdp.customer.io), not the standard App API.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Customer.io is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Customer.io, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Customer.io for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Customer.io work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Customer.io to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Customer.io in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Customer.io.
- 3
Hit "Connect"
Click "Connect Customer.io" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Customer.io
Build a quick AI Agent (it's like writing instructions, not code), and pick the Customer.io actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Customer.io for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Customer.io workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Customer.io users had before signing up
Do I need to know how to code?
Not even a little. If you can use Customer.io today, you can set this up. You'll connect Customer.io, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Customer.io login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Customer.io or delete everything any time.
What happens when Customer.io updates their app?
We handle it. When Customer.io adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Customer.io takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Customer.io — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Customer.io on FormWise
Customer.io is a customer engagement platform that enables businesses to send targeted messages to their customers through various channels, including email, SMS, and push notifications.
Connect Customer.io once and your FormWise AI gets 23 things it can do inside it. That means your AI can handle the Customer.io work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Customer.io? Take a look at customer.io.
More marketing automation integrations
ActiveCampaign
ActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth
Benchmark Email
Benchmark Email is a comprehensive email marketing platform offering tools for creating, sending, and analyzing email campaigns.
Mailchimp
Mailchimp is an email marketing and automation platform providing campaign templates, audience segmentation, and performance analytics to drive engagement and conversions
HubSpot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
Klaviyo
Klaviyo is a data-driven email and SMS marketing platform that allows e-commerce brands to deliver targeted messages, track conversions, and scale customer relationships
Highlevel
HighLevel provides a marketing automation and CRM platform for agencies, featuring funnels, appointment scheduling, two-way texting, and other tools to drive client success
Stop doing the Customer.io work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.