Before you start
You need admin access to your Shopify store
You need admin access to your Klaviyo account (if using Klaviyo segments)
Have your Shopify store URL and Klaviyo login credentials ready
Why these integrations matter
Shopify and Klaviyo are the two data sources that power most of Consio's features:
Integration | What it enables |
Shopify | AI agent order lookups, draft orders, returns, product catalog sync, abandoned checkout segments, revenue attribution |
Klaviyo | Advanced customer segments (winback, VIP, reorder), behavioral targeting, multi-channel coordination |
Shopify is required for most functionality. Klaviyo is recommended but optional — you can run campaigns with Shopify segments alone.
Connecting Shopify
Go to Settings > Integrations
Find Shopify and click Connect
You'll be redirected to Shopify to authorize the connection
Approve the permissions — Consio needs read access to orders, customers, products, and checkouts
You'll be redirected back to Consio with the integration active
What syncs automatically
Once connected, Consio pulls from your Shopify store in real time:
Product catalog — names, variants, pricing, images (used by AI agent for product guidance)
Order data — order status, tracking numbers, shipping addresses (used by AI for order lookups)
Customer profiles — name, email, phone, purchase history (shown in dialer during calls)
Abandoned checkouts — Consio auto-creates a Shopify segment called "Consio - Abandoned Checkouts - 15 days"
How to verify it worked
After connecting, go to Campaigns > Create Campaign > Segment dropdown. You should see the "Consio - Abandoned Checkouts - 15 days" segment. If it doesn't appear within 2 hours, disconnect and reconnect Shopify in Settings > Integrations.
Connecting Klaviyo
Go to Settings > Integrations
Find Klaviyo and click Connect
You'll be redirected to Klaviyo to authorize the connection
Approve the permissions
You'll be redirected back to Consio with the integration active
What syncs
All your Klaviyo segments become available as campaign audiences in Consio
Segments re-sync every 2 hours — new contacts added to a segment appear in Consio within 2 hours
How to verify it worked
After connecting, go to Campaigns > Create Campaign > Segment dropdown. Your Klaviyo segments should appear alongside Shopify segments. If they don't appear, wait for the next 2-hour sync cycle, then check Settings > Integrations to confirm the connection is active.
Note: New Klaviyo segments evaluate your existing profile data as soon as they are created, so you do not need to wait for them to fill. Check the segment's conditions and member count in Klaviyo, then give Consio up to 2 hours to sync it.
Troubleshooting
Shopify connection fails: Verify you have admin access to the Shopify store. If you're on a Shopify plan that restricts API access, contact Shopify support.
Klaviyo segments not appearing: Wait for the 2-hour sync. If they still don't show, disconnect and reconnect Klaviyo in Settings > Integrations.
AI agent can't look up orders: Shopify must be connected. Check Settings > Integrations to confirm. If connected but still failing, contact your Consio account manager.
Multiple Shopify stores: The AI agent syncs from one Shopify store. If you have multiple stores, contact support to configure which store to use.
Related articles
Creating your first outbound campaign — using segments from Shopify and Klaviyo
Campaign segments: Shopify vs. Klaviyo — choosing the right segment source
Setting up your AI Voice Agent — Shopify integration powers AI agent actions