Docs for you and your agents

Read the docs yourself, get answers using the Ask AI button, or point your AI client at them. Because Customer.io is AI-native, your AI client can then do the work for you: build segments, draft emails, or report on how your messages perform.

Learn more about our AI features →

Customer.io is a platform for sending automated messages — email, push notifications, in-app and web messages, SMS, Slack, and webhooks — driven by the profile and event data you send it. These docs cover setting up a workspace, getting your data in, grouping people into segments, building automations, designing and sending messages, and reading the results. They also cover the REST APIs, mobile SDKs, and data pipeline integrations you use to connect Customer.io to the rest of your stack. If you're new, start with the quick start guide.

Start building

Claude Code

Make sure your account admin has turned on Customer.io MCP.

  1. Install the Customer.io plugin. Sign in on your first prompt.
    /plugin marketplace add customerio/claude-plugin
    /plugin install customerio@customerio
  2. Prompt your AI:

    “List the workspaces in my account.”

Full setup guide →

ChatGPT

Make sure your account admin has turned on Customer.io MCP.

  1. Go to Plugins and install Customer.io.
  2. Click Connect and sign in.
  3. Prompt your AI:

    “List the workspaces in my account.”

Full setup guide →

Cursor

Make sure your account admin has turned on Customer.io MCP.

  1. Install Customer.io from the Cursor Marketplace.
  2. Connect the Customer.io server under Settings > Tools & MCP.
  3. Prompt your AI:

    “List the workspaces in my account.”

Full setup guide →

CLI

  1. Install the CLI and the skills that teach your AI assistant to use it:
    npm install -g @customerio/cli
    cio skills install
  2. Prompt your AI:

    “List the workspaces in my account.”

Full setup guide →

What's new

More releases