Making the most of your Customer.io trial: An AI agent walkthrough

In this Customer.io webinar, see how the AI agent turns a blank trial into a live email campaign, and how to set up the data, integrations, and segments that make it work. Using Granola, an AI meeting assistant company, as a sample brand, the team shows how the AI agent pulls branding straight from a public website and a quick search, then builds a three-email welcome journey from scratch, complete with a trigger event, time delays, and on-brand copy. In this session, you'll see how to: ✦ Load your trial with data fast, using dummy contacts, a CSV upload, or a native integration, so you're not stuck testing on an empty workspace ✦ Connect first-party data through Customer.io's native integrations or open APIs ✦ Build a data-driven segment manually or by asking the AI agent for a starting point ✦ Generate a full campaign, including trigger, timing, and copy, from a single prompt to the AI agent ✦ Build the same journey by hand in the campaign builder, using branch logic, wait conditions, and exit actions ✦ Design on-brand emails in Design studio, whether your team prefers drag-and-drop, HTML, or both ✦ Ask the AI agent to cross-reference analytics and explain why one segment or campaign is outperforming another ✦ Coordinate messaging across email, SMS, push, in-app, WhatsApp, and Slack within a single journey The session also gets into what makes Customer.io's AI agent different from single-feature AI tools like a subject line generator. It behaves more like an LLM layered on top of the platform: it remembers a brand's voice, goals, and preferences, executes workflows end to end instead of handing you off to another tool, and gets more useful the more you use it. The team closes with a rundown of what's shipped recently, including geofencing, live notifications, bring-your-own SMS, a native notification inbox, and message frequency caps, before opening it up for Q&A. The goal isn't to get you to finish a trial for the sake of finishing it. It's to show what Customer.io looks like once real data, the AI agent, and your own campaigns are actually running in it, so you can tell whether it's the right fit before you commit.