Klaviyo
Chat connectors integration
Yes. Connecting Klaviyo lets the Obsidian AI chat look up campaigns, lists, and customer data from your Klaviyo account.
What the Klaviyo integration does
Connecting Klaviyo to Obsidian brings marketing automation into the AI chat. Ask how a campaign performed, check whether a contact is on a list, or look up customer data. Each adviser connects their own Klaviyo account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“What was the open rate of the last Klaviyo campaign?”
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“Is Sarah Johnson on the autumn newsletter list?”
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“How many contacts are in the ISA season segment?”
How it works
Obsidian connects to your Klaviyo account via OAuth. Once authorised, Klaviyo tools appear in the AI chat. Disconnect at any time from Playbook → Apps.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
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Find Klaviyo and click Connect.
- 3
Authorise access via OAuth — no passwords are stored in Obsidian.
- 4
Klaviyo tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Klaviyo.
Frequently asked questions
FAQ
Yes. Connecting Klaviyo lets the Obsidian AI chat use Klaviyo's tools from your adviser workflow.
You can ask the AI chat about Klaviyo campaigns, lists, and contacts.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to Klaviyo. You'll be redirected to authorise access via OAuth. No passwords are stored.
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