How to use the Loyalty skill
You will learn
How the Loyalty skill lets Customer Agent answer loyalty and rewards questions automatically. Your customers can check their points balance, discover available rewards, and learn abo...
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How to use the Subscriptions skill
You will learn
In this article, you will learn how the Subscriptions skill works for Customer Agent and what you need to get it running. This skill lets your customers pause, cancel, or update thei...
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Guide to using customer agent on SMS
Introduction
What is Customer Agent on SMS?
A 24/7 AI assistant that responds to inbound SMS messages to answer questions, recommend products, and resolve common issues
Supports revenue-driving a...
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How to use the Order Editing skill
You will learn
What the Order Editing skill does and how it works with Customer Hub.
What prerequisites are needed for the skill to be active.
How the agent guides customers through order modifica...
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How to use the Returns and Exchanges skill
You will learn
How the Returns & Exchanges skill lets Customer Agent guide shoppers through return and exchange requests automatically. When your prerequisites are in place, the agent answers polic...
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How to automatically sync website content for Customer Agent
You will learn
You will learn how to enable automatic reindexing (auto-sync) for your Customer Agent's connected websites. By automating this process, you ensure your Agent always answers questions...
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Understanding Skills
You will learn
What skills are, which ones Customer Agent comes with out of the box, what each one does, and what prerequisites unlock which skills. By the end, you’ll know which skills are running...
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Customer Agent event data reference
You will learn
What events Customer Agent emits to your Klaviyo account, what data each event carries, and how to use those events to build segments and flows.
How Customer Agent events work
Events...
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How to launch your Customer Agent
You will learn
How to launch Customer Agent across web chat and email, what to confirm before going live, and where to monitor performance once shoppers start interacting with it.
Before you begin
...
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How to use coupon retrieval with the Customer Agent
You will learn
This article explains how the K:AI Customer Agent can automatically retrieve and share active coupon codes with customers during conversations. This capability is enabled automatical...
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How to set your tone of voice
You will learn
How to set Customer Agent’s tone of voice using a preset or a custom description, and how tone fits with the rest of your Guidance.
Before you begin
You’ll need:
An Owner, Admin, or...
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Getting started with Customer Agent
You will learn
What Customer Agent is, how it works, and the steps to get from setup to launch. By the end, you’ll know which building blocks shape Customer Agent’s behavior and where to go to conf...
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Understanding how Customer Agent works
Learn how Klaviyo's Customer Agent understands and answers shopper questions, including what information it uses and the types of questions it can help with.
How does Customer Agent gather informat...
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How to test your Customer Agent
You will learn
How to test Customer Agent in the test sidebar, debug responses you don’t expect, and validate skills before shoppers see them.
Before you begin
You’ll need:
Customer Agent enabled
...
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Understanding the performance dashboard
You will learn
What each metric on the Customer Agent performance dashboard means, how to filter the data, and how to use it to find opportunities to improve Customer Agent’s behavior.
Before you b...
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Managing Customer Agent settings
You will learn
Where to configure Customer Agent’s handoff behavior, channel-level settings, agent name and greeting, and permissions for who can edit the agent.
Before you begin
You’ll need:
An O...
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How to add and manage content
You will learn
What content is in Customer Agent, why most of your knowledge base is already loaded, how to add more, and how to write content Customer Agent can actually use to answer shopper ques...
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Understand how KlaviyoAIBot works
Learn about KlaviyoAIBot, including:
What it is and what it crawls
How to identify authentic requests
How crawling respects site rules and how to control it
This article is for anyone who sees t...
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