Consent recorded
Opt-ins and opt-outs given during a conversation go straight to the profile, so your lists match what the customer said.
Klaviyo
Orvera + Klaviyo Integration
Orvera AI connects to Klaviyo, so what customers tell its agents reaches the profiles your marketing team works from. The agent records consent and adds post-call events to customer profiles. Your flows then match the conversation that just happened.
Klaviyo
Orvera AIHow it fits
Does Orvera integrate with Klaviyo?
Yes. Orvera AI works with Klaviyo and with the store and help desk tools you already run beside it. A customer who calls about an order might also ask to stop texts or to hear about a restock. The agent writes that to their Klaviyo profile as soon as the call ends. The agent sticks to the steps your team approved, and we build and deploy the connection.
Built in
- role-based access controls
- encrypted data transmission
- SOC 2 Type II certified
What you get
What does the Orvera and Klaviyo integration do?
Post-call events
A conversation can add an event to the profile, like a finished return or a product question, for your flows to pick up.
Your naming and rules
Consent wording and event names follow the setup your marketing team approved.
Both teams see it
Your help desk gets the summary and next step. The profile gets the events. Service and marketing are looking at the same conversation.
End to end
How is the Orvera and Klaviyo integration set up?
- Step 01
Interaction initiated
A customer calls, chats or emails, and the agent picks it up right away.
- Step 02
Workflow execution
First it checks who they are. Then it follows the steps your team approved.
- Step 03
Context applied
It answers using the order and customer details from your connected systems.
- Step 04
System updated
After the conversation, consent and post-call events are written to the customer's Klaviyo profile.
- Step 05
Action triggered
Anything that needs a person goes to the queue you chose, summary and all.
In practice
Built for service and marketing teams that share customers
Consent and events
The agent records consent and adds post-call events to customer profiles, so marketing works from what the customer told your service team.
Handoff and escalation
A customer who needs a person goes to the team you picked for that case, and the summary goes with them.
After-hours and overflow coverage
Questions at 2 a.m. and sale-day spikes get answered right away, same as a Tuesday morning.
Post-conversation follow-up
Once the conversation ends, the agent can kick off whatever follow-up your team set for that outcome.
Capabilities
What your team gets with Orvera and Klaviyo
Voice, chat and email
The same workflows run on every channel your customers use.
Agent Assist on live calls
When a person takes the call, Orvera AI Agent Assist puts the Klaviyo details and the next step on their screen.
Conversation summaries
Each conversation gets a short summary your team can read in a few seconds.
AI Quality Management
Every conversation gets scored against your quality checklist, whether the AI or a person handled it.
Reporting on every interaction
Contact reasons, outcomes and handoffs sit in one report, so you can see what's behind your volume.
Klaviyo
What outcomes does the Klaviyo integration deliver?
- Profiles that match what customers said
- Less manual lookup work for your team
- Handoffs carry the whole conversation
- Coverage after hours and at peak times
- A clear record of every outcome
Related
Related Integrations
How do you get started with Orvera and Klaviyo?
We start with your Klaviyo setup and how your service and marketing teams share customer data. Then we design the workflows, build them and deploy them. Full deployment lands in 3 to 6 weeks, and we keep running the agents after they go live.