WhatsApp is now one of the highest-intent channels for shoppers, providing a direct line to customers who are ready to browse, ask questions, and buy.

And if you're already invested in Klaviyo's robust segmentation and lifecycle marketing tools, using the platform’s WhatsApp messaging function feels like a natural next step.

But success on WhatsApp depends on more than well-timed, interactive broadcasts. Customers expect intelligent, responsive experiences that adapt to their needs in the moment.

That's where Merx comes in. Our WhatsApp-native AI extends Klaviyo's customer data and automation foundation by powering hyper-personalised, two-way conversations that turn intent into revenue.

What It Takes to Drive High-Value WhatsApp Conversations

Through Klaviyo’s WhatsApp integration, you can apply the same segment- and behaviour-based automation you already use for SMS and email campaigns to WhatsApp — both for triggered messages and campaign broadcasts.

But as WhatsApp momentum continues to build, more and more high-value moments happen inside live conversations. These two-way interactions require more flexibility than templated messages and predefined workflows can support.

To guide customers through questions, comparisons, and purchase decisions in real time, you need capabilities designed for conversational commerce. That starts with fast design and deployment of conversational journeys, intent-aware AI, automatic data capture, and in-chat revenue attribution.

Without this foundation, WhatsApp is harder to optimise. Conversations can’t fully adapt, so you risk missing opportunities to spark action in high-intent shoppers. And without deep conversational insights, segmentation can start to feel like guesswork, making it harder to iterate quickly and maximise revenue impact.

Merx Unlocks the Full Potential of Your WhatsApp Channel

Merx is the first conversational AI platform designed specifically to create a dynamic and successful WhatsApp channel. With Merx, your team has the dedicated AI capabilities needed to run personalised WhatsApp conversations at scale.

Instead of repurposing campaign-style messages adapted from email and SMS workflows, Merx supports interactions that adapt to customer intent and purchase context in real time. These capabilities provide a clear, effective path to engaging shoppers and guiding them through revenue-driving moments.

Authentic Two-Way Chats

Because AI agents are trained on your unique content, catalogue, and policies, Merx turns every interaction into a back-and-forth dialogue that feels distinctly on-brand.

Conversations mirror the way customers naturally ask questions, seek reassurance, and make decisions. This responsive approach keeps customers engaged throughout their journey and reduces drop-offs during the evaluation stage.

AI Purpose-Built for WhatsApp Commerce

Thanks to AI models built specifically for WhatsApp commerce, Merx’s AI agents guide end-to-end purchase journeys within chats. From product discovery and comparison to booking and ordering, customers can avoid jumping between channels and move forward in a single, continuous flow.

This means you can do more than answer questions — you can actively influence purchases. Customers receive relevant recommendations and next steps based on live, in-chat signals, ushering them from interest to evaluation and checkout without friction.

Compliant Opt-In Growth and Data Enrichment

One-tap, GDPR-compliant opt-ins within WhatsApp help you grow your audience without managing disconnected steps and settings. Consent, preferences, and opt-outs are handled directly within conversation flows, ensuring a smooth customer experience.

And as conversations unfold, Merx automatically captures structured zero- and first-party data from chats, syncing details directly to your CRM. Over time, this data enriches customer profiles with real intent signals, supports stronger segmentation, and enables thoughtful, behaviour-driven lifecycle planning and forecasting.

Dedicated Commerce Flows

Using out-of-the-box WhatsApp commerce flows, Merx enables teams to launch tested, preconfigured journeys without having to build everything from scratch. From replenishment-style nudges and gifting prompts to cross-sell offers and post-purchase engagement, each flow is based on real in-chat buying behaviour.

With this setup, you can quickly activate revenue-driving journeys and refine them based on live performance data. Customers receive timely guidance when intent is highest, and your teams gain a faster path to impact without extended setup cycles or ongoing manual builds.

Intuitive Campaign Creation

With an interface built specifically for WhatsApp conversations, Merx makes it easy to create campaigns that feel natural in chat. Campaigns are designed around live dialogue, customer behaviour, and in-chat intent, so each interaction stays relevant as conversations unfold.

Because Merx is purpose-built for WhatsApp, your teams spend less time wiring workflows and more time shaping experiences. Campaigns launch faster, are easier to refine, and stay aligned with the way customers engage on WhatsApp.

Actionable Analytics and Conversion Attribution

By tracking conversational touchpoints directly within WhatsApp, Merx enables granular, real-time conversion attribution across customer journeys. This way, your teams can see exactly which messages, prompts, and commerce flows drive revenue.

This function turns WhatsApp into a fully measurable commercial channel, not just a messaging layer. With the clarity needed to optimise performance, you can double down on what works. Plus, you can confidently justify your investment with data that directly ties engagement to outcomes.

CRM Orchestration Meets AI-Powered Conversational Commerce

When used together, Klaviyo and Merx each play distinct and complementary roles across your WhatsApp setup.

Klaviyo's strength lies in its CRM orchestration. The platform centralises customer data, enables segmentation, and coordinates lifecycle campaigns and outreach across channels.

Merx builds on this structure inside each WhatsApp conversation. With WhatsApp-native AI, Merx delivers adaptive, commerce-ready experiences that elevate user satisfaction and sales outcomes.

Together, these tools create a powerful stack that keeps strategy and execution connected. While Klaviyo provides the data foundation and marketing structure, Merx transforms WhatsApp from a messaging channel into a measurable revenue driver.

Turn WhatsApp Into a Reliable Revenue Channel With Merx

Adding Merx to your Klaviyo setup activates WhatsApp's full revenue potential, turning it into a dynamic and consistent commerce channel.

And brands using Merx see the impact fast. Within three weeks, Benefit UK was already expanding their audience. By their third month, WhatsApp was already driving 6% of their total annual revenue.

Napiers also saw value quickly. Before long, WhatsApp became their highest-performing marketing channel, helping them achieve a 71% uplift in average order value.

Even better? Merx integrates directly with Klaviyo, so your teams can achieve value without a complex setup.