Klaviyo

Capture leads from AI conversations and sync them to Klaviyo as profiles, with automatic consent handling and subscription management.

Automatically extract lead information from conversations and create or update profiles in Klaviyo. Includes built-in consent handling for email and SMS marketing subscriptions.

Prerequisites

• A Klaviyo account

• A Klaviyo Private API key

Getting Your API Key

1. In Klaviyo, go to Settings > API Keys

2. Click Create Private API Key

3. Give the key a name, then Select scopes (see below) and create the key

4. See Klaviyo's guide for detailed instructions

Required Scopes

When creating the Private API Key, set the following scopes. Everything else can be set to No Access.

Klaviyo scope	Access
Lists	Full (Read & Write)
Profiles	Full (Read & Write)
Subscriptions	Full (Read & Write)

Setup

Step 1: Connect Klaviyo

1. In Alhena, go to Settings > Integrations

2. Find Klaviyo and click Enable

3. Paste your Klaviyo Private API key

4. Click Connect

Step 2: Configure Attributes

Choose which information the AI should extract from conversations and sync to each Klaviyo profile:

1. Click Add attribute to open the Add attributes for Klaviyo profiles dialog.

2. Pick an Attribute name from the dropdown of predefined Klaviyo properties — first_name, last_name, phone_number, organization, title, utm_source, utm_medium, utm_campaign, gclid — or choose Custom attribute to enter your own property key (e.g., company_size, industry).

3. Add an Attribute description that tells the AI how to extract the value (required). Selecting a predefined attribute pre-fills a suggested description and examples, which you can edit.

4. Optionally add Examples of expected values using Add example (up to 10).

5. Click Save changes.

Default attributes are pre-configured:

• email and consent are always included and cannot be removed

• first_name and last_name

These attributes tell Alhena what to extract and sync; they do not make the AI proactively request the information. Add a matching lead-capture guideline, or ask AI Help to draft one. Configure a Klaviyo attribute for every value the guideline collects.

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Step 3: Assign Conversations to Lists (Optional)

Beyond creating or updating profiles, you can have the AI add conversations to specific Klaviyo lists based on rules you describe in plain language.

Assignment rules

In the Klaviyo Lists section:

1. Click Add assignment rule.

2. Select the Klaviyo list the matching conversations should be added to. (Each list can have one rule; lists that already have a rule are not shown.)

3. Under When should conversations be added to this list?, describe the condition in natural language — e.g., "Identify users looking for wholesale opportunities and extract their business email." The AI uses this during conversations to decide when to add a profile to the list.

4. Click Save changes.

Saved rules appear in a table showing the List name and Assignment rule, with actions to edit or delete each one.

Fallback list

In the Fallback List section, select a list to catch conversations that don't match any assignment rule, then click Save changes. Leave it unset if you don't want a catch-all list.

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What Gets Captured

Automatic context (no setup needed):

• alhena_chat_id - Conversation identifier

• page_url and page_title - Where the conversation happened

• Visitor location (city, region, country, timezone, IP)

Optional attributes you can add:

• Standard Klaviyo fields (phone_number, organization, title, etc.)

• Custom profile properties

• UTM parameters (utm_source, utm_medium, utm_campaign, gclid)

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Consent Handling

Consent is handled automatically:

• The consent attribute is included by default

• If a user indicates they want to receive marketing communications, Alhena records their consent

• With consent + email: subscribed to Email Marketing

• With consent + phone: subscribed to SMS Marketing (requires Klaviyo SMS to be enabled)

• Without consent: profile is created but not subscribed

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Enabled Agents

When you connect Klaviyo, lead capture is enabled for the lead generation agent:

Agent	Description
Lead generation agent	Extracts configured attributes from conversations and syncs them to Klaviyo

You can configure this agent in AI Settings > Agents.

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Disconnecting

To disconnect Klaviyo:

1. Go to Settings > Integrations > Klaviyo

2. Click Disconnect — this takes effect immediately