Getting started with K:AI Customer Agent

Imagine never losing a sale because a shopper couldn’t get an answer fast enough, and never burning hours on routine questions your team has already answered a hundred times. That’s what Customer Agent makes possible. In this course, you’ll learn how to set it up, connect it across channels, and give it the knowledge to turn every question into an opportunity. You’ll walk away ready to deliver instant support, build buyer confidence, and free your team to focus on driving growth.

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

• Set up Customer Agent in your Klaviyo account.
• Build and maintain a reliable knowledge base.
• Configure handoffs so complex issues reach a human fast.
• Enable Customer Agent across web chat, SMS, and email.
• Continuously improve performance based on dashboard insights.

Take this course if:

You are a merchant or support team new to Customer Agent and want a fast, confident path from setup to first value.

Your instructor:

CJ Palmer is a Senior Customer Education Specialist at Klaviyo. Before this role, CJ spent 3 years helping Klaviyo customers with onboarding and professional services. Outside of work, CJ enjoys spending time with family and taking long walks with his big Goldendoodle, Marshmallow. Connect with CJ on LinkedIn.