Klaviyo Testing Instructions

This document provides the necessary details for the Klaviyo Ecosystem team to test and approve the TagBot AI integration.

OAuth App Overview

TagBot AI is an intelligent customer segmentation platform for Shopify. It uses AI to evaluate customer behavior and automatically organizes them into segments (like "Frequent Buyers," "High Spenders," or "Churn Risk"). These segments are then synchronized in real-time to Klaviyo profile properties, enabling highly targeted email and SMS campaigns.

Company Overview

TagBot AI is developed by iConfanatics. We have been a dedicated Shopify Partner since 2017, specializing in high-performance app development, bespoke theme customization, and solving complex architectural challenges for large-scale Shopify merchants. Our decade-long expertise ensures that our integrations are robust, secure, and optimized for growth.

Customer Workflow

1. Access the App: Open the TagBot AI app within the Shopify Admin.
2. Navigate to Integrations: Click on the Integrations tab in the sidebar menu.
3. Initiate Connection: In the Klaviyo section, click the "Connect Klaviyo" button.
4. Authorize Access: You will be redirected to a secure Klaviyo authorization page. Review the requested scopes (accounts:read, profiles:read, profiles:write) and click "Allow".
5. Verify Status: Upon successful redirect, the status in TagBot AI will show as "Active".
6. Automatic Syncing: Any active rules in TagBot AI will now automatically push those tags to the corresponding Klaviyo profiles.
7. Bulk Sync (Optional): Click "Bulk Sync Historical Data" to push segment tags for all existing customers to your Klaviyo account.

Integration Details

Testing Details

To test the end-to-end flow, please use a test Shopify store with the TagBot AI app installed.

• Install URL: https://tagbotai.vercel.app/app/integrations/klaviyo/install (Starts the OAuth flow automatically)
• Support: For help with the setup, please contact xhtmlcrew@gmail.com.