Create connected customer experiences with K:Service

Are your marketing and support experiences working together, or operating in silos? When customer data lives in different tools, it becomes harder to spot friction, understand customer intent, and create consistent experiences.

In this intermediate-level course, you’ll learn how to bring Customer Hub, K:AI Customer Agent, and Helpdesk together using unified customer data. You’ll learn how to identify customer signals, uncover friction across the journey, and apply best practices that connect service and marketing to improve retention and business performance.

After completing this course, you will be able to:

• Explain what unified customer data is and why it matters for customer experience.
• Identify friction points across the customer journey.
• Connect service and marketing experiences to reduce friction and encourage repeat purchases.
• Evaluate performance using K:Service analytics tools.
• Apply proven best practices to upgrade the customer experience.

Take this course if:

• You’re a marketer who wants to connect customer touchpoints into a unified service and marketing flywheel.
• You’re a customer experience leader looking for data-driven patterns to improve the user journey.
• You’re a business owner trying to turn high engagement into measurable conversions.

Pre-requisites:

This course focuses on using Customer Hub, K:AI Customer Agent, and Helpdesk together to improve the customer experience beyond initial setup. If you're new to these K:Service tools, we recommend completing the Getting started with K:Service learning path first.

Note: This course is part 7 of 9 of the Klaviyo product certificate.

Your instructor:

CJ Palmer is a Senior Customer Education Specialist at Klaviyo. Before this role, CJ spent 3 years guiding Klaviyo customers through onboarding and professional services. When not at work, CJ enjoys spending time with family, reading, and taking long walks with his big Goldendoodle, Marshmallow.