Articles on: Integrations

How To Set up the CocoAI - Klaviyo Integration

Who gets this? The Klaviyo integration is offered on all paid Coco plans. Learn more about Coco AI Plans here.

CocoAI integrates data with Klaviyo, allowing you to send data back and forth between both apps.


Klaviyo is a CRM where your email/SMS data is housed. With the Coco AI Klaviyo integration, you can:

  • Create Coco AI segments to capture subscribers who received or clicked on a link in a Klaviyo email.
  • And, create Klaviyo segments based on WhatsApp engagement (Open, Click, Talking to AI) in Coco AI.
  • Use WhatsApp engagement data in Klaviyo Flows to create unique cross channel experiences based on WhatsApp engagement.
  • Leverage webhooks to automatically send WhatsApp messages directly from Klaviyo flows.


In this article, we'll walk you through how to set up your Klaviyo integration using OAuth, and share some resources for how to get the most out of the integration. 


Get Ready

Make sure you have an Owner, Admin, or Manager role in Klaviyo (users with Analyst, Campaign Coordinator, Content Creator, or Support roles don't have the right permissions to configure integrations).


Making a New Connection to Klaviyo

To set up a new integration between Coco and Klaviyo: 

  1. In your Coco AI account, select Connections from the menu.
  2. Select the Connect a Klaviyo account CTA button.
  3. Select the Authenticate in Klaviyo button.


  1. You will now be redirected to Klaviyo (log in if you aren't already, must be an Owner, Admin, or Manager role).
  2. Follow the on-screen prompts in Klaviyo to grant Coco AI the necessary permissions and select Allow.



  1. You will now be redirected back to CocoAI, and will see a confirmation message.
  2. Your Coco AI and Klaviyo accounts are now connected!



Troubleshooting

While this should be a seamless experience, here are a few common error messages you might encounter and how to quickly remedy these issues. 

  • Authentication Failed (Permissions): If you attempt to authenticate/reauthenticate from a Klaviyo user account that doesn't have an Owner, Admin, or Manager role, you will see this error message. Make sure someone with one of those roles in Klaviyo handles this task.
  • Authentication Failed (General Error): If you see this error message while being redirected to Klaviyo or back to Coco AI, retry the process and make sure you're logged into the correct Klaviyo account.
  • Persistent Issues: If you continue experiencing issues authenticating via OAuth after verifying permissions, reach out to Coco AI support (Live Chat) for help.


Who gets this? The Klaviyo integration is offered on all paid Coco plans. Learn more about Coco AI Plans here.

CocoAI integrates data with Klaviyo, allowing you to send data back and forth between both apps.


Klaviyo is a CRM where your email/SMS data is housed. With the Coco AI Klaviyo integration, you can:

  • Create Coco AI segments to capture subscribers who received or clicked on a link in a Klaviyo email.
  • And, create Klaviyo segments based on WhatsApp engagement (Open, Click, Talking to AI) in Coco AI.
  • Use WhatsApp engagement data in Klaviyo Flows to create unique cross channel experiences based on WhatsApp engagement.
  • Leverage webhooks to automatically send WhatsApp messages directly from Klaviyo flows.


In this article, we'll walk you through how to set up your Klaviyo integration using OAuth, and share some resources for how to get the most out of the integration. 


Get Ready

Make sure you have an Owner, Admin, or Manager role in Klaviyo (users with Analyst, Campaign Coordinator, Content Creator, or Support roles don't have the right permissions to configure integrations).


Making a New Connection to Klaviyo

To set up a new integration between Coco and Klaviyo: 

  1. In your Coco AI account, select Connections from the menu.
  2. Select the Connect a Klaviyo account CTA button.
  3. Select the Authenticate in Klaviyo button.


  1. You will now be redirected to Klaviyo (log in if you aren't already, must be an Owner, Admin, or Manager role).
  2. Follow the on-screen prompts in Klaviyo to grant Coco AI the necessary permissions and select Allow.


  1. You will now be redirected back to CocoAI, and will see a confirmation message.
  2. Your Coco AI and Klaviyo accounts are now connected!



Helpful Resources

How to Set up Coco AI Segments using Klaviyo Data

Updated on: 11/07/2025

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