Team Workflow & Productivity

 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...

  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...

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....

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...

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...

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....

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...

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...

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...

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...

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...