Use Rep’s flow templates to follow up on what shoppers discuss with your AI assistant. Help shoppers with sizing, shipping, returns, gift wrapping, discounts, and more through automated Klaviyo emails.
Rep adds the flows as drafts. You choose which ones to customize and activate.
Before you begin
You need:
- A connected Klaviyo account.
- An active Deep Research add-on.
- Enrich customer properties and Sync conversation activity enabled in your Klaviyo integration settings.
Install your flow templates
- In Rep, open Settings → Integrations → Klaviyo.
- Under What’s next?, find Rep flow templates.
- Enable any required settings shown on the card.
- If prompted, select Reconnect Klaviyo and approve the requested permissions.
- Select Install flows. The button shows how many templates are available.
Installation can take a few minutes. You can leave the page while it finishes.
Customize and activate your emails
Select Open flows in Klaviyo, then review each flow you want to use:
- Customize the starter email. Replace all placeholders, add your branding, and update the links and store policies. Add your own discount code where needed.
- Confirm the sender. Check the From name and email address.
- Test the email. Check its content and links.
- Set the flow to Live. Draft flows do not send automatically.
Return to Rep to see how many flows are Live.
Choose useful follow-ups
The starter templates cover:
- Gift wrapping, sizing, shipping, and discount questions.
- Returns reassurance before a purchase and returns help after an order.
- Order-tracking help.
- Re-engagement after a conversation.
Review each flow’s conditions in Klaviyo before activating it. Starter emails need your store’s content; Rep does not create discount codes or personalized tracking links.
When do follow-ups begin?
Rep syncs the conversation after it ends. The matching Klaviyo flow then applies its configured delay and sending conditions.
Sending depends on the shopper’s eligibility, your Klaviyo settings, and the flow’s conditions. Installing templates does not email every shopper who chats.
Troubleshooting
- The card is locked: Check that Deep Research is active.
- Rep asks you to reconnect: Select Reconnect Klaviyo and approve the permissions.
- Some flows failed to install: Select Retry failed.
- A flow is still marked Draft: Check that it is Live in Klaviyo, then return to Rep.
- You deleted a flow and want it back: Contact Rep support. Reinstalling does not automatically restore deleted flows.
Use Check for new templates to find additions to the template library. Rep preserves merchant-edited flows during repeat installation.