Email & SMS
AI agent for Klaviyo: email and SMS performance next to your ad spend
TL;DR
Klaviyo is connected with exactly the permissions the Agent Planners Klaviyo app declares: the agent reads your campaign, flow, form and segment performance through Klaviyo's own reporting, so the numbers match your Klaviyo dashboard, and puts them next to Google Ads, Meta and the rest. It can prepare changes — draft campaigns, templates, lists, segments, tags, images, catalog items, coupons, UTM tracking — that go through your approval. It never sends or schedules a campaign and never reads individual subscriber profiles.
Connecting it, and what it asks for
- 1Open Integrations and click Connect on the Klaviyo card.
- 2Sign in to Klaviyo with an Owner, Admin or Manager role — Klaviyo only lets those roles authorize an app — and approve the permissions Klaviyo lists.
- 3Write the goal.
It asks for exactly what the app declares: read access to accounts, campaigns, flows, forms, lists, segments, metrics, templates, tags, images, catalogs, coupons, coupon codes and tracking settings, and write access to campaigns, flows, lists, segments, tags, templates, images, catalogs, coupons, coupon codes and tracking settings. No permission reaches individual subscriber profiles or events, and nothing here can send or schedule a campaign. A first goal worth typing: Which flows made the most revenue last month, and how does that compare with what Meta says it drove?
What the agent reads
- Campaign performance — recipients, delivery, opens, clicks, conversions, revenue, revenue per recipient, unsubscribes, spam complaints and bounces — for every campaign in one report.
- Flow performance per message and per flow, as totals or as a daily, weekly or monthly series.
- Segment growth over time, and sign-up form views and submissions (Klaviyo's
forms:read— a connection authorized before 2026-09-26 may need a Re-authorize for it). - Campaigns, flows, lists, segments, metrics, templates and tags — the structure behind the numbers.
- Daily Placed Order revenue, orders and buyers, with anomaly detection against a weekday-aware baseline.
Why email and ad platforms both claim the same order
- Klaviyo credits an order to the email or text a person interacted with inside its conversion window, and books it on the message's send date. Ad platforms credit the same order to an ad click or view inside theirs.
- So the platforms' attributed revenue added together is usually more than you actually sold. The agent shows each claim next to the real order total instead of adding them up.
- Klaviyo's campaign and flow reports match your Klaviyo dashboard; daily order totals are counted by when the order happened, which is a different — and also correct — number.
Things worth knowing
- Klaviyo allows only a couple of report requests a minute per account, so the agent asks for every campaign in one report rather than one at a time.
- Rates come back as fractions (0.42) and are shown to you as percentages (42%).
- A connection that goes unused for 90 days is disconnected by Klaviyo; Agent Planners keeps yours alive automatically.
- The agent never sends or schedules a campaign — there is no send path. A campaign it prepares is a draft; you send it from Klaviyo.
- It can create lists, segments, templates, draft campaigns, images, catalog items (unpublished), coupons and coupon codes, and change the account's UTM tracking defaults — each change approved by you. Deleting anything, turning a flow live and publishing a catalog item always wait for a person.
Frequently asked questions
- Does Agent Planners support Klaviyo?
- Yes: campaign, flow, sign-up form and segment reporting, lists, segments, metrics, templates and tags, and daily revenue anomaly detection — thirteen reads — plus changes to drafts, lists, segments, templates, catalogs, coupons and tracking settings that you approve.
- Can the agent send emails or change my flows?
- It never sends or schedules a campaign — there is no send path, and you send from Klaviyo. It can prepare a draft campaign and change a flow's status, and turning a flow live always waits for a person. It never adds anyone to a list and never reads individual subscriber profiles.
- Will the numbers match my Klaviyo dashboard?
- Campaign and flow numbers come from Klaviyo's own reporting, so they match. Daily order totals are counted by when orders happened and are labelled that way.
- Who can connect it?
- Anyone who can manage integrations in your workspace, signing in to Klaviyo with an Owner, Admin or Manager role.