Connect Klaviyo to Copilot Agent

Windsor.ai makes 101 metrics and 79 dimensions from Klaviyo available in Copilot Agent, covering every major area of your email and SMS marketing. The data is organised across four report types:

• Campaign performance: metrics like open rate, click rate, click-to-open rate, bounce rate, unsubscribe rate, spam complaint rate, and revenue per recipient for every campaign you send.
• Flow analytics: everything you need to evaluate your automated sequences, including delivery rate, conversion rate, conversion value, average order value, revenue per recipient, and unsubscribe rate, broken down by individual flow and message.
• E-commerce events: Shopify-linked purchase data such as placed orders, checkout starts and completions, fulfilled orders, cancelled orders, refunded orders, and total attributed revenue.
• Audience and list data: subscriber-level information including list and segment membership, member counts, subscription status, location (city, country, region), and account-level totals.

Yes. The integration provides full flow-level analytics so you can ask Copilot to break down every stage of your automated sequences. You can query flow_delivered, flow_opens, flow_clicks, flow_conversions, flow_conversion_value, and flow_revenue_per_recipient by individual flow name or trigger type. This makes it straightforward to identify which welcome series, abandoned cart, or post-purchase flows are generating the most revenue, and which ones need to be rebuilt.

Yes. With access to campaign_report_unsubscribe_rate, campaign_report_spam_complaint_rate, campaign_report_unsubscribes, and campaign_report_spam_complaints, you can ask Copilot to flag any campaigns that crossed a defined threshold.

For example:

List campaigns sent in the last 90 days where the unsubscribe rate exceeded 0.5%, or the spam complaint rate exceeded 0.1%. Suggest what the likely cause might be.

This allows your team to act quickly and protect sender reputation before deliverability is impacted.

Yes. Windsor.ai connects to 325+ data sources, and Klaviyo natively tracks Shopify-linked events, including shopify_placed_order, shopify_revenue, shopify_checkout_started, shopify_fulfilled_order, shopify_cancelled_order, and shopify_refunded_order.

Ask Copilot to correlate the revenue attributed to specific Klaviyo campaigns or flows against actual Shopify order data, for example:

Which campaign drove the highest Shopify revenue last month, and what was the ratio of placed to refunded orders?

Here are examples of  more specific prompts you can use to dive deep into your Klaviyo data:

• Analyse the full conversion funnel across all campaigns sent in the last 30 days, from delivery through to placed order. At which stage is the biggest drop-off occurring, and which campaigns have the widest gap between click rate and conversion rate?

• Compare revenue per recipient across all active flows. Which flow generates the most revenue relative to its audience size, and which flow has the highest delivery rate but the lowest conversion value, suggesting a messaging or offer problem?

• Look at campaigns sent over the last 90 days and identify whether there is a correlation between send frequency to the same segment and rising unsubscribe rates. At what send frequency does unsubscribe rate begin to climb?

• Break down Shopify revenue by campaign and flow for the last 60 days. What percentage of total attributed revenue comes from automated flows versus one-off campaigns, and which single flow or campaign drove the highest average order value?

• Identify segments or lists where open rate is high but click rate and conversion rate are disproportionately low. Does this pattern repeat across multiple campaigns sent to these audiences, or is it isolated to specific sends? What does that tell us about whether the issue is with the content, the offer, or the landing page?

Yes. Copilot can flag campaigns and lists where bounce rates are rising, delivery rates are dropping, or failed sends are increasing. You can ask it to correlate these issues with specific audience segments or send times, helping you catch list hygiene problems before they damage your sender reputation.

Yes. You can configure the Copilot Agent to automatically push alerts into Microsoft Teams when key Klaviyo metrics cross defined thresholds, such as a drop in open rate, a spike in bounces, or a rising unsubscribe rate, keeping your team informed without anyone manually checking the dashboard.

Windsor.ai’s pricing for Microsoft Copilot data integration varies depending on the number of connected accounts and data sources. We offer absolutely transparent pricing plans for diversified business needs and budgets, along with a 30-day free trial and Windsor MCP included in every plan.

With Windsor MCP, the integration process takes a few minutes. No technical expertise or coding is required; connecting data to Copilot is simple, straightforward, and accessible to everyone.

Yes, we have helpful resources to help you get started. You can explore our official documentation and tutorials for seamless Klaviyo to Copilot Agent integration with Windsor.ai:

• Klaviyo Field Reference
• Copilot Agent Integration Documentation