Integrating Klaviyo Tool With Alhena AI

Automatically capture lead details from AI chat conversations and create/update Klaviyo Profiles, with consent handled when the user indicates it in the conversation.

The Klaviyo lead generation tool automatically extracts lead information from your user's conversations with your AI agent and adds them to Klaviyo. You can configure any values you'd like to extract and have them added to profile information inside of Klaviyo.

Setup

1. Connect Klaviyo

• Go to Settings → AI → Connect tools → Klaviyo lead generation tool settings.

• Paste your Klaviyo Private API key and click “Connect”. (Find your API key: Guide)

1. Choose attributes to extract

• In “Add attributes for Klaviyo lead generation”, click “Add attribute”.

• Provide:

  • Attribute name: the Klaviyo property key (e.g., email, first_name, phone_number).

  • Attribute description: how the AI should find this value in the conversation.

  • (Optional) Examples: sample values that guide extraction.

• Save. Repeat for all attributes you want.

Notes:

• We preconfigure the defaults and you’ll see them listed: email, first_name, last_name, and consent.

• Attribute names must match the property keys you want to populate in Klaviyo.

Klaviyo Lead Generation Setup in Alhena's dashboard

What’s captured

• Defaults (always included)

  • email, first_name, last_name

  • consent (see “How consent works”)

• Automatic context (no setup needed)

  • alhena_chat_id

  • page_url

  • page_title

  • Visitor location details (city, region, country, latitude, longitude, zip, timezone, ip)

• Optional attributes (you add these)

  • Any standard Klaviyo fields (e.g., phone_number, external_id, organization, title, etc)

  • Any custom fields you want stored on the Profile

  • UTM attribution: add utm_source, utm_medium, utm_campaign, gclid and we’ll parse them from the last page URL when present

For supported standard fields, see Klaviyo’s API: Create or Update Profile.

How consent works

• You do not need to add a “consent” attribute—it’s included by default.

• If the user indicates they give marketing consent in the conversation:

  • We record that consent in Klaviyo.

  • If email is present, we subscribe them to Email Marketing.

  • If phone_number is present, we subscribe them to SMS (and transactional).

• If the user does not give consent, we do not subscribe them.

Notes:

• SMS subscriptions require Klaviyo SMS to be enabled. You can add a phone_number attribute from the Klaviyo lead generation setup, and if the user indicates they consent to marketing, they will be subscribed if they've also provided a phone number.

High-level flow

1. AI extracts your configured attributes from the chat (plus we add automatic context).

2. We call Klaviyo’s Profile Import to create/update the Profile.

3. If consent is true, we submit a subscription job for Email and/or SMS.