Develop Customer Agent capabilities

About this course

Getting the most out of Klaviyo Customer Agent requires the right training, governance, and ongoing optimization to deliver accurate, on-brand support at scale. Follow the steps in this course to train your agent for brand accuracy, configure governance and escalation rules, build and expand custom skills, launch across channels, and use performance analytics to continuously improve results.

By the end of this course, you will be able to:

Train the agent for brand accuracy.
Create governance rules to clarify how the agent should behave.
Create a custom skill to expand Customer Agent capabilities.
Optimize Customer Agent performance.
Apply best practices to keep Customer Agent accurate, trusted, scalable, and aligned to business goals.

Take this course if:

You have already launched Klaviyo Customer Agent and are ready to go beyond initial setup to optimize how it performs, expands, and evolves.

Note: This course is part 1 of 4 of the Klaviyo service practitioner certificate.

Your instructor:

Jenny Clark is a customer education specialist at Klaviyo. She has a background in customer success and content creation. When not creating educational resources for Klaviyo’s customers, you can find Jenny choreographing for a competitive dance team, reading mystery novels, planning her own future novel, and spending time with friends and family.

Course outline

Lessons

Next steps

Develop Customer Agent capabilities

Intermediate

40 min