Customer.io Tools
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.
Use Customer.io Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Customer.io Tools. Choose from 23 supported Actions. Review each execution in Audit.
Connect Customer.io Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Marketing AutomationPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Customerio Add Person To GroupTool 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.
- Customerio Create AliasTool 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.
- Customerio Customer Io Suppress PersonSuppress 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…
- Customerio Get IntegrationsTool to retrieve a list of integrations in your workspace. Use when you need to discover configured integrations.
- Customerio Get MessagesTool 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.
- Customerio Get Segment DetailsTool to retrieve details of a specific segment. Use after identifying the segment ID from list segments.
- Customerio Get Segment MembershipTool to retrieve people in a specific segment. Use when you need to page through segment membership after identifying segment ID.
- Customerio Get SegmentsTool to retrieve a list of segments in your workspace. Use when you need to fetch all segments after configuring segment rules.
- Customerio Get TriggerRetrieves 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 personali…
- Customerio Get TriggersRetrieve 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.
- Customerio Get WebhooksRetrieves 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,…
- Customerio Identify PersonTool 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.
- Customerio List CollectionsTool to list all Collections metadata. Use when you need to retrieve current details of each Collection in your workspace.
- Customerio List Ip AddressesTool 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.
- Customerio List NewslettersTool to list all newsletters. Use when paginating through newsletter metadata.
- Customerio List SnippetsTool to list all snippets in your workspace. Use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.
- Customerio List Transactional MessagesLists 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.
- Customerio Send BatchSend 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 c…
- Customerio Track EventTool 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.
- Customerio Track PageTool 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 mu…
- Customerio Track ScreenTrack 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…
- Customerio Trigger BroadcastManually 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 p…
- Customerio Unsubscribe DeliveryTool 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 A…
Provider sources
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