Configure and use Helpdesk

 The Loop Returns integration for Klaviyo Helpdesk allows your support agents to view return statuses, initiate returns, and share return labels without ever leaving the ticket view. This guide cov...

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 Advanced Routing Rules allow you to automatically distribute incoming tickets to the right team or view based on all the customer data you already have in Klaviyo.In this article, you will learn h...

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 In this article, you will learn how to manually create tickets in Klaviyo Helpdesk. This feature allows you to log offline interactions (such as phone calls) to keep your customer records complete...

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  You will learn: Which channels support media exchange. How to send images and files to customers. Best practices for using media in support interactions. Overview Whether you need to share a s...

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You will learnWith pinned profile properties, you can surface up to five of your most important customer attributes (e.g., Loyalty points, VIP tier, Birthday) directly inside the Helpdesk composer....

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 You will learnIn this article, you will learn how to use customer sentiment to automatically spot angry customers, route urgent issues to the right agent, and surface promoters for follow-up campa...

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You will learnIn this article, you’ll learn how your support team can search for products and send linked recommendations directly from the ticket. By giving your support team easy access to one cl...

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Why it matters Happy customers come back and spend more. A one-question CSAT (Customer Satisfaction) survey lets you spot unhappy shoppers before they churn—and is included in the paid Helpdesk pro...

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Why this matters By answering those Direct Messages (DMs) in Klaviyo, you get the full profile—orders, email clicks, lifetime value—right next to the chat. Faster answers = more sales, less tab-swi...

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Why this mattersEvery minute you spend jumping between Klaviyo, Recharge, and Shopify is a minute you could spend growing sales. The Edit Subscription modal lets you cancel, skip, or change a custo...

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You will learnEnable round-robin ticket assignment to automatically distribute new conversations to available agents. This setup eliminates manual triage, shortens time to first response, and keeps...

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You will learnIn this article, you’ll learn how to remove items, adjust quantities, change addresses, or cancel a Shopify order — all without leaving Helpdesk. Completing edits in-place shortens av...

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You will learnUse Smart Routing to automatically send each new ticket to the right team. By routing on ticket tags, and group (list or segment) membership, you will: Cut manual triage time and keep...

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You will learnThe Composer Predictive Insights Panel lets you see Customer Lifetime Value, Total Orders, Churn Risk, and Predicted Next Order Date directly inside Klaviyo Helpdesk. With this at-a-g...

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Only Owners, Admins, Managers, or Support roles can access this feature. You will learn Find out how to create and use macros (previously called “quick responses”) in tickets in Klaviyo Helpdesk....

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Learn how to automatically close Klaviyo Helpdesk tickets after a set period of customer inactivity. By setting up ticket auto-close, you can streamline your support workflow and keep your Inbox or...

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Learn how to use tags to categorize, organize, and easily find support tickets in Klaviyo Helpdesk.What are ticket tags?Tags are labels that you can apply to tickets in Helpdesk to help you categor...

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Requirements: Only Owners, Admins, Managers, or Support roles can assign tickets. You will learn Learn how to assign tickets within your Klaviyo Helpdesk to efficiently manage customer inquiries ...

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Learn how to create and save custom views in Helpdesk to help organize and manage your tickets. About custom viewsCustom views in Helpdesk let you save filtered lists of tickets based on criteria l...

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You will learn Learn how to set up and save a custom, filtered view of metrics (”profile events”) within a Helpdesk ticket’s activity log. Saving a filtered metric view as your default helps you qu...

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Only Owners, Admins, Managers, or Support roles can access this feature. You will learn Discover how to create and use notes to manage tickets in Klaviyo Helpdesk. Before you begin Notes can assi...

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You will learn Learn how to change your notification settings for new tickets in Klaviyo Helpdesk. You can enable notifications to help you keep track of new tickets. Types of notifications There a...

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Only Owners, Admins, Managers, or Support roles can access this feature. You will learn  Learn how to manage tickets in your Helpdesk, including how to:  Block a profile Snooze a ticket Mark a t...

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Requirements: Only Owners, Admins, Managers, or Support roles can access this feature. You will learn Learn about managing options for macros used in your Klaviyo Helpdesk (previously called “qui...

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You will learn Learn how to use SMS for customer support, allowing you to quickly answer subscribers’ questions and hear their feedback. With Klaviyo two-way messaging, you can leverage SMS to prov...

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