Keep consent with the customer context.
Read the matching profile and marketing consent before investigating campaign questions.
Useful context. Right beside the work.
What connects
Matching profile and marketing consent
Make Klaviyo part of the workflow.
Use a private API key with profiles:read.
- 01
Match the customer
Open the customer conversation and use the exact email associated with their provider record.
- 02
Recognize the subscriber
Read the matching profile and returned subscription context before asking the customer to repeat their signup history.
- 03
Keep campaign controls in Klaviyo
Investigate audiences and campaign delivery in Klaviyo. The lookup does not authorize a send or a subscription change.
Agent-only, read-only lookup. It does not grant customer-facing AI permission to expose private records or change consent, issue refunds or edit accounts.
Check the result, end to end.
Test one known email, one unknown email and a disconnected or expired credential. An incomplete or failed lookup must not be read as proof that the customer has no record.