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Klaviyo Integration Guide

Last updated March 13, 2026 · 2 views

Klaviyo Integration Guide

What does the Klaviyo integration do?

Velaro can trigger Klaviyo email and SMS flows automatically after every chat conversation. When a visitor chats with your bot and the conversation resolves, Velaro fires a Klaviyo event — which starts your pre-built email sequence automatically.

Go to Integrations → Klaviyo to get started.

Connecting Klaviyo

1. In your Klaviyo account, go to Account → Settings → API Keys

2. Click Create Private API Key

3. Name it: "Velaro Integration"

4. Permissions: Full Access

5. Copy the key (starts with pk_)

6. In Velaro: go to Integrations → Klaviyo

7. Paste your Private API Key

8. Click Save & Test Connection — Velaro will verify the key and show your account name

Available events

Velaro can trigger five types of Klaviyo events:

Post Chat Follow-up — fires after every resolved conversation. Use for NPS surveys, product recommendations, or a "thank you" sequence.

CSAT Survey — fires only when no CSAT score was collected in-chat. Send a 1-question email survey automatically.

Abandoned Chat Recovery — fires when a visitor leaves without getting an answer. Send a "we saw you had a question" follow-up.

Escalation Notification — fires when the bot escalates to a human agent. Send a "we got your request" holding email.

Post-Purchase Bot Flow — fires after a Shopify order is completed in chat. Trigger your post-purchase sequence automatically.

Setting up a Klaviyo Flow

For each event you enable:

1. In Klaviyo: create a new Flow

2. Trigger type: API (metric-triggered)

3. Metric name: Velaro [Event Name] (e.g. "Velaro Post Chat Follow-up")

4. Build your email sequence

5. Copy the Flow ID from the Klaviyo URL

6. In Velaro: paste the Flow ID into the event's input field

7. Toggle the event Active

What data Velaro sends to Klaviyo

Each event includes:

  • Visitor email and first name
  • Conversation summary
  • Channel (chat, SMS, WhatsApp)
  • CSAT score (if collected)
  • Bot or human handled
  • Any variables captured during the conversation (order number, product name, etc.)

This data is available as personalization variables in your Klaviyo email templates.

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