How to install, connect, and run Finsi Email Autopilot inside your Klaviyo account. Covers OAuth setup, the five core workflows, OAuth scopes, data handling, disconnect, troubleshooting, and support.
Last Updated: May 25, 2026 App: Finsi Email Autopilot for Klaviyo Audience: Klaviyo Owners, Admins, and marketers at Shopify and DTC brands using Finsi
Finsi is an AI Chief Marketing Officer (AI CMO) platform for $1M–$50M Shopify brands. Finsi's email-marketing agent - internally called ECHO, surfaced in the product as Email Autopilot - runs inside your Klaviyo account and does five jobs a retention marketer would otherwise own:
The rest of Finsi's platform sits outside Klaviyo and is out of scope for this guide.
To install and use Finsi for Klaviyo you need:
There is no separate Klaviyo plan or pricing tier required from Klaviyo's side. Email Autopilot works on any Klaviyo plan that supports OAuth integrations.
Email Autopilot is installed through the Klaviyo Marketplace.
If you see an "Insufficient permissions" error during OAuth, your Klaviyo role is not Owner or Admin. Hand the install to someone with the right role; you cannot grant the scopes Finsi needs from a lower-tier role.
Email Autopilot's revenue attribution, cohort analytics, and post-purchase flow generation all depend on Shopify order data. Connect Shopify before doing anything else in Email Autopilot.
In the Finsi app:
read_orders, read_customers, read_products, and read_checkouts scopes.Without Shopify connected you can still browse flows and campaigns, but Email Autopilot will show "Awaiting Shopify connection" in any panel that needs order attribution.
The five workflows below are accessed from the Email Autopilot section of the Finsi sidebar.
Identifies missing or under-performing flows, drafts them, and pushes them into Klaviyo as drafts you review before activating.
[screenshot: Flow Autopilot dashboard showing gap analysis with ranked missing flows]
[screenshot: Generated flow detail view with branching logic and email drafts before push]
Plans the next 30–60 days of one-off campaigns and drafts the emails on the dates recommended.
[screenshot: Campaign Calendar month view with recommended campaigns on specific dates]
[screenshot: Single campaign detail showing copy, segment, rationale, and Push to Klaviyo button]
Proposes new segments worth emailing this week based on Shopify order data and Klaviyo events. Useful when your existing segments are too broad or stale.
[screenshot: Email Suggestions list showing ranked segment ideas with projected size and revenue]
[screenshot: Segment definition preview with sample profiles and Push to Klaviyo button]
Shows what each Klaviyo flow is actually earning, broken down in ways Klaviyo's native reporting does not surface easily.
[screenshot: Flow Analytics dashboard with active flows, revenue, and health badges]
[screenshot: Single flow detail with per-message performance and new-vs-returning revenue split]
Monitors your sending list for engagement decay, suspected bots, and unengaged profiles that drag down deliverability. Cleaning these typically restores 10–30 percent of inbox placement for affected sends.
profiles:write scope. Reverse with Unsuppress any time.[screenshot: List Health overview with engagement decay chart and suspected bots count]
[screenshot: Suppression candidates table with reason codes and bulk suppress action]
Email Autopilot requests these 16 Klaviyo scopes at install: lists:read, lists:write, profiles:read, profiles:write, campaigns:read, campaigns:write, flows:read, flows:write, templates:read, templates:write, events:read, metrics:read, segments:read, segments:write, subscriptions:read, subscriptions:write.
Write scopes power the workflows above: flows:write + templates:write for pushing flow drafts, segments:write for pushing generated segments, campaigns:write for campaign drafts, profiles:write for List Health suppress/unsuppress actions, subscriptions:write for honoring consent changes captured through Finsi-managed sign-up forms.
Encrypted with AWS KMS: your Klaviyo OAuth refresh token, a copy of your flow definitions and campaign metadata, anonymized event aggregations used for analytics, and segment-membership counts. We do not store the content of emails sent to your customers, and we do not store profile-level personal data beyond what is needed for the analytics and recommendations above.
Full details in our Information Security Policy and Sub-processor list.
You can disconnect Email Autopilot from either side of the connection.
From Klaviyo: Go to your Klaviyo account settings, find Finsi under installed integrations, and click Revoke access. The OAuth token is invalidated immediately and Finsi stops being able to read or write to your account.
From Finsi: In the Finsi app, go to Settings → Integrations → Klaviyo, click Disconnect, and confirm. Finsi revokes the OAuth token from its end and stops all sync immediately.
Either path triggers the same data-removal SLA: within 30 days of disconnect, Finsi purges all stored Klaviyo data (flow definitions, campaign metadata, event aggregations, segment counts) from its production database and backups. Aggregated and anonymized data that cannot be linked back to your account may be retained for internal benchmarking.
To request immediate (within 7 days) deletion of all data, email privacy@finsi.ai with the subject "Klaviyo data deletion request" and the Klaviyo account ID.
Initial sync stuck at 0 percent. Refresh once. If still stuck after 5 minutes, the cause is usually a Klaviyo API rate-limit ceiling on large-profile accounts. Email Autopilot retries with backoff and completes within 1–2 hours.
Pushed flow is missing in Klaviyo. Email Autopilot pushes flows as drafts, not published. Look under Flows → Drafts. If still missing, check the Email Autopilot activity log; most common cause is a name collision with an existing flow.
Revenue numbers do not match Klaviyo's reporting. Finsi attributes via Shopify order data joined to Klaviyo profile IDs. Klaviyo attributes via its own placed-order events. The two methodologies diverge 5–15 percent for most accounts. Neither is wrong; they measure slightly different things.
OAuth disconnected and will not reconnect. Happens when the refresh token expires (after 30 days of inactivity) or a Klaviyo Owner revokes access. Go to Settings → Integrations → Klaviyo → Reconnect and complete the OAuth flow. Existing pushed flows and segments are not affected.
Generated emails do not match brand voice. Open Settings → Brand Voice. With nothing configured, Email Autopilot infers from your existing Klaviyo templates and Shopify storefront. The first 10–20 generations are weakest; the model calibrates as you accept or reject. Paste a reference email or upload a brand-guidelines PDF to speed this up.
Segment counts differ from the Finsi preview. Klaviyo evaluates segments at send time against the live database; Finsi previews against the sync snapshot (5–60 minutes old). Small differences are expected. If the gap is greater than 10 percent, force a resync from Settings → Integrations → Klaviyo → Resync.
For questions, integration issues, or feature requests:
Finsi connects your Shopify, ads, and email data - then tells you exactly what to do next. Free 30-day trial, no credit card.