Patricia works your Customerio.
Ask her in Slack. She builds the segment, drafts the campaign, and reads the numbers, but sending a broadcast or launching a journey waits for your yes.
@Pati Brightside wants to win back people who signed up but never activated. Can you build the segment and draft a broadcast?
Built the segment and drafted the broadcast. Here is what it caught:
- 1,840 people signed up over 30 days ago with zero completed onboarding events
- Trimmed 210 who already unsubscribed or hard-bounced, so 1,630 are reachable
- Drafted a 2-email broadcast plus a push for the 1,120 who opted into push
- Last month's activation nudge ran 41% open, 9% click, so I mirrored that structure
- It is staged, not scheduled. It will not send until you approve it.
Nice. Send email one to the 1,630 now, hold the push until we see opens.
Sent. Email one went to 1,630 reachable people and the push is staged, waiting on your yes once opens land. I will report open and click at the 24-hour mark.
Patricia + Customerio
What she does in Customerio.
Real actions she takes on your say-so, not a list of API endpoints.
Build and refine segments
She creates and updates segments from attributes and event history, so a fuzzy request like 'signed up but never activated' becomes a clean, reachable audience you can act on.
Draft campaigns and journeys
Newsletter campaigns and event-triggered journeys drafted with the messages, timing, and entry rules laid out, ready for you to read before anything goes live.
Prepare broadcasts across channels
She stages one-time broadcasts over email, push, in-app, and SMS to the exact segment you want, trimming unsubscribes and bounces first so the send stays clean.
Handle transactional and marketing sends
Transactional messages like receipts and password resets and marketing messages like promos are drafted and mapped to the right people, kept clearly apart so nothing crosses wires.
Read delivery and engagement
Opens, clicks, deliveries, unsubscribes, and journey conversion pulled back into Slack, so you know what a campaign did without opening the dashboard.
Keep sends behind approval
Building segments and drafting runs on its own, but launching a broadcast or turning on a journey reaches real customers, so it always waits for your explicit yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Build a segment of people who signed up over 30 days ago and never activated
Draft a 2-email win-back broadcast for that segment, for me to approve
Set up an event-triggered journey for new trial signups, staged for review
How did last week's newsletter campaign do on open and click?
Trim unsubscribes and bounces from this audience before we send
Better together
Customerio is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Customerio, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Customer.io
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Customerio connected
Ask
Mention @Pati with the job. Building segments and drafting runs on its own; sending a broadcast or launching a journey waits for your yes.
@Pati Build a segment of people who signed up over 30 days ago and never activated
On it.
FAQ
Customerio questions, answered.
What can Patricia actually do in Customer.io?
She builds and refines segments, drafts campaigns and journeys, prepares broadcasts across email, push, in-app, and SMS, handles transactional and marketing messages, and reads delivery and engagement metrics. Around 23 distinct actions. Segmenting and drafting is instant; sending a broadcast or launching a journey waits for approval.
Will she send a broadcast or turn on a journey on her own?
No. Sending a broadcast and launching a journey both reach real customers, so they are staged and shown to you in Slack first and go only after your explicit yes. Building segments, drafting, and reading performance run on their own.
Which Customer.io plan do we need?
Any plan with API access, since segmenting, campaigns, and sends run through Customer.io's API. She connects through the official OAuth flow, the same way other approved apps do, and only sees the workspace you connect.
We run a separate Customer.io workspace per client. Does that stay separate?
It does. She only ever works inside the one workspace you connect for that client, so their people, segments, campaigns, and journeys never touch another client's. Connect Brightside and she sees Brightside, nothing next door.
What does the Customer.io integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.