What Ask Leo Is For
Ask Leo is the fastest way to ask a direct question about the selected brand. It uses the brand's connected Klaviyo account and official Klaviyo tools to answer questions about performance, campaigns, flows, and what needs attention.
- Ask plain-language questions about the active brand's Klaviyo account.
- Investigate campaign winners, weak spots, flow performance, and recent trends.
- Get a quick read before opening deeper tools like Pulse or Diagnostics.
- Turn broad uncertainty into a sharper next question or next action.
- Use starter questions when you want Leo to orient you quickly.
- Keep the workflow read-only. Ask Leo does not send, edit, or create Klaviyo content.
Best Workflow
- 1Confirm the selected workspace and brand before asking anything.
- 2Check the access panel at the top. Leo needs Klaviyo connected and official Klaviyo MCP access approved.
- 3If asked, connect or reconnect Leo. This opens Klaviyo approval for read-only analysis tools.
- 4Start with one specific question, not a bundle of unrelated requests.
- 5Mention a timeframe when it matters, such as last 30 days, recent campaigns, or this quarter.
- 6Ask for a ranked answer when you need prioritization, such as top three issues or the first thing to fix.
- 7Read the answer, then follow up with a narrower question if you need detail.
- 8Use Pulse, Diagnostics, Operations, Composer, or Trajectory when the answer points to a deeper workflow.
Access States
Checking Leo Access
The app is checking whether the selected brand has the required Klaviyo and Leo access.
Connect Klaviyo First
Leo cannot use Klaviyo tools until the selected brand has a Klaviyo connection in Brand Setup.
Connect Leo
Klaviyo is connected, but Leo still needs official Klaviyo MCP approval for live campaign, flow, and profile analysis.
Reconnect Leo
Leo's Klaviyo MCP access expired, was revoked, or needs approval again. Reconnect to restore the read-only tool connection.
Leo Is Ready
The selected brand has the access Leo needs. The question box and starter prompts become usable.
Leo Status Unavailable
The status check failed. Retry after the connection service recovers or refresh the dashboard before asking.
What MCP means here
Starter Questions
The starter questions are there to help users get unstuck. They are broad enough to orient a new user, but focused enough for Leo to return a useful first read.
What looks strongest?
Use this when you want a quick positive read before looking for problems. It helps identify what should be protected or reused.
What looks weak over the last 30 days?
Use this when something feels off and you want Leo to scan for likely weaknesses and reasons.
Which campaigns or flows deserve attention first?
Use this when you need prioritization rather than a broad report.
Edit Before Sending
Clicking a starter question fills the text area. Users can edit it before asking.
Writing Better Questions
- Ask one decision at a time: 'Which flow should I inspect first?' is better than asking for a full account audit.
- Name the timeframe when the period matters: last 7 days, last 30 days, this quarter, or recent campaigns.
- Name the surface when you know it: campaigns, flows, email, SMS, welcome flow, winback, browse abandon, or post-purchase.
- Ask for ranking when you need action: 'Rank the top three weak spots and explain why.'
- Ask for evidence when you need confidence: 'What data points support that?'
- Ask for next steps when you are ready to move: 'What should I check in Klaviyo first?'
- Keep questions under the 4,000-character limit. Shorter, cleaner prompts usually get cleaner answers.
Good Prompt
What changed in this brand's campaign performance over the last 30 days, and which campaign should I inspect first?
Good Prompt
Which flows look most underpowered right now? Rank them by likely revenue impact and explain the evidence.
Good Prompt
What looks strongest in recent Klaviyo performance that we should reuse in next month's campaign planning?
Weaker Prompt
Tell me everything wrong with this account. This is too broad and usually leads to a less actionable answer.
Reading Leo's Answer
Account Subtitle
When an answer returns, the answer panel shows the connected Klaviyo account and server Leo used.
Thinking State
Leo starts a brand QA job and polls until the answer is ready. The request can take a little while because it queries official Klaviyo tools.
Timeout
If Leo takes longer than expected, the app asks the user to try again in a moment instead of hanging forever.
Timezone
The app sends the browser timezone with the question so time-based reads can align with the user's context.
Lookback Window
The backend answer includes a bounded lookback window between 7 and 90 days. Ask explicitly if you need a specific period.
Follow-Up Habit
Treat the first answer as a starting read. Follow up with a narrower question when you need proof, ranking, or implementation detail.
Working Safely
- Ask Leo is read-only. It does not send campaigns, edit flows, create segments, change profiles, or modify Klaviyo settings.
- Do not paste sensitive customer personal data into the question box. Ask at the campaign, flow, segment, or metric level.
- Use Leo's answer as analysis, not final approval. Confirm high-impact decisions in Pulse, Diagnostics, Klaviyo, or client context.
- Reconnect Leo only through the official connection flow shown in the access panel.
- If Leo says data is unavailable, do not force a conclusion. Rephrase, check sync/access, or open a deeper tool.
- Before acting, confirm non-Klaviyo facts such as inventory, offers, compliance rules, and calendar conflicts.
Common Questions
Why is the text box disabled?
Leo is not ready yet, a request is running, or the brand still needs Klaviyo or Leo MCP access connected.
Why do I need both Klaviyo and Leo connected?
The Klaviyo connection identifies the brand account. Leo's MCP approval lets the assistant use official Klaviyo tools for read-only analysis.
Does Ask Leo change Klaviyo?
No. Ask Leo answers questions. It does not create drafts, send campaigns, edit flows, or update audiences.
Why did Leo take a while?
Leo starts a job, queries Klaviyo tools, and waits for the answer payload. The app polls the job instead of blocking the page.
What should I ask first?
Start with a priority question: what looks weak, what looks strong, or what deserves attention first.
When should I use Diagnostics instead?
Use Diagnostics when you need a full structured audit, scoring, revenue leak estimates, frequency analysis, or a client-ready report.
Related Guides
Pulse guide
Use Pulse when Leo points to revenue, audience, channel, or product performance questions.
Diagnostics guide
Use Diagnostics when a question needs a full audit, score, or roadmap.
Composer guide
Use Composer when Leo's answer should become campaign, flow, or email strategy output.
What Leakio reads from Klaviyo
Understand the data sources that ground Leo's Klaviyo analysis.