Getting started with AI Customer Agent

Get up and running with your AI Customer Agent fast. In this course, you’ll set it up, connect your channels, and give it the knowledge to deliver effortless, accurate support so customers get answers instantly and your team can focus on the bigger picture.

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

• Set up Customer Agent in your Klaviyo account
• Add and maintain a trustworthy knowledge base
• Set handoffs so complex issues reach a human quickly
• Enable Customer Agent across web chat, SMS, and email
• Test, launch, and monitor performance, then iterate on what you learn

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.