Interact better using real-time data about your customers from customer.io

What is customer.io?

Customer.io is a platform that helps you send targeted emails to customers based on real-time data. The platform also offers the ability to segment customers, and to handle workflows based on those segmentations.

Adding the Integration

To integrate Customer.io with your SupportBee account,

1. Click on the 'Add to My SupportBee' button in the top right corner of the page
2. Select the SupportBee account to which you would like to add the integration
3. You will be taken to the 'Settings' page for the integration in SupportBee
4. Fill in the required details like Site ID and API Key. These details can be found in your Customer.io account under Account Settings > API Credentials. Please note that you will have to be an admin in the account to access this information.
5. Click on 'Add integration'

How does the integration work?

The integration with Customer.io gives you quick access to everything your company knows about a person, all within the ticket’s interface in SupportBee. The information can be anything from pages they have looked at to their order or subscription history.

After you add the integration, all new incoming tickets will carry information about the customer from customer.io on the right-hand sidebar. Since the data is real-time, you have the opportunity to derive more context for your conversation with your customer.

Please note that the integration will not work retroactively on tickets that you had already received in your SupportBee account, before adding the integration.