Integrations / Marketing Automation
Connect Customer.io to WhatsApp: segments by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Customer.io once, then ask Flann to look things up in it or get work done in it, by text or voice note. Whether Customer.io handles your emails, your social posts, your ads or your links, connecting it to Flann puts it one message away. Checking results is instant.
23 actions in Customer.io. 13 only look things up, and 10 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Customer.io
Send any of these on WhatsApp, in your own words. Flann finds the right Customer.io action and fills in the details from the conversation.
“Show me my messages in Customer.io.”
“Show me my transactional messages in Customer.io.”
“Show me my segments in Customer.io.”
“Add a person in Customer.io.”
“Create profile alias in Customer.io.”
What Flann can work with in Customer.io
Customer.io gives Flann 23 actions across 13 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Segments | look up | 2 |
There are three ways to get segments work done in Customer.io. Side by side:
| Compare | Opening Customer.ioLog in, find it, do it | A rules toolRuns the steps you wired up | Customer.io through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about segments | Filters and searches you run yourself | Only the look-ups someone built | 13 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 10 changes, made from a message |
| Customer.io records | All of them, one screen at a time | Only the ones you wire up | 13 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Customer.io API key, once |
YesPartlyNo
Step by step: Customer.io jobs you can hand to Flann
Each step below names the Customer.io action Flann actually runs.
Get answers about your segments
- You message Flann on WhatsApp: “What is the latest on our segments in Customer.io?”
- Flann runs
Get Segment DetailsandGet Segmentsin Customer.io and shows you what it found. - Nothing in Customer.io is changed: these are look-ups, so they run straight away.
Check your messages from WhatsApp
- You message Flann on WhatsApp: “Show me where our messages in Customer.io stand.”
- Flann runs
Get Messagesin Customer.io and shows you what it found. - Nothing in Customer.io is changed: these are look-ups, so they run straight away.
Get answers about your transactional messages
- You message Flann on WhatsApp: “What is the latest on our transactional messages in Customer.io?”
- Flann runs
List Transactional Messagesin Customer.io and shows you what it found. - Nothing in Customer.io is changed: these are look-ups, so they run straight away.
Repetitive Customer.io work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Spotting the ads that waste money
Today
Ad spend leaks when a campaign keeps running after it has stopped working. Checking every ad set in Customer.io is tedious, so it waits.
With Flann
“Which ads in Customer.io spent the most this week for the fewest sales?”
It compares spend against conversions for each live campaign in Customer.io and names the weakest in plain words. Where it makes sense, Flann suggests pausing one or moving budget to a stronger one.
What you stop doing: Underperforming ads stop running unnoticed for weeks.
Gaps in the marketing calendar
Today
On Monday you rarely know what is already scheduled in Customer.io and what has quietly run out. Gaps appear right before the busy dates.
With Flann
“Anything scheduled in Customer.io for the next fortnight? Where are the gaps?”
Instantly, because it is only a look-up, Flann lists every scheduled email and post in Customer.io by date and points out the empty stretches before the dates that matter to you. It can suggest something for each gap.
What you stop doing: Quiet weeks stop catching you by surprise.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Customer.io
- In Flann, go to Connectors and find Customer.io.
- Paste your Customer.io API key into the secure form Flann opens. You will find the key in your Customer.io account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Customer.io action itself.
Look-ups run as soon as you ask and change nothing in Customer.io. You can disconnect Customer.io from Connectors at any time.
Ways to use Customer.io with Flann
Keep lists clean
Tell Flann a customer asked to stop hearing from you. It prepares the change in Customer.io so they are not contacted again.
Launch from your phone
Describe the offer in a message. Flann drafts the campaign in Customer.io and shows it to you before anything is scheduled.
Write in your voice
Everything Flann can do in Customer.io
The full list of Customer.io actions available to Flann once you connect it.
Looks up 13
- Get Broadcast Triggers
- Get Customer.io Workspace Webhooks
- Get Integrations
- Get Messages
- Get Segment Details
- Get Segment Membership
- Get Segments
- Get Trigger
- List Collections
- List IP Addresses
- List Newsletters
- List Snippets
- List Transactional Messages
Changes 10
- Add Person to Group
- Create Profile Alias
- Identify Person
- Send Batch CDP Calls
- Suppress Customer Profile
- Track Event
- Trigger Broadcast
- Unsubscribe from Delivery
- Track Page View
- Track Screen View
More Marketing Automation apps Flann works with
Common questions
What can Flann do with segments in Customer.io?
Flann can look up segments in Customer.io, using 2 actions (Get Segment Details, Get Segments). All of them only look things up, so they run straight away.
How does Flann connect to Customer.io?
Open Connectors in Flann, choose Customer.io and paste your Customer.io API key into a secure form. You will find the key in your Customer.io account settings. Once it is connected, Flann can use 23 actions in Customer.io.
Can I use Customer.io from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Customer.io for you. You do not need to open Customer.io.
Which Flann plan do I need for Customer.io?
Any of them. Every Flann plan includes Customer.io and every other app.