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Customer Agent

Customer Agent Escalation Rules: Route to Humans Correctly

Make sure the right conversations reach a human at the right time.

Grant Deken — Product Manager, Klaviyo
Paste into Customer Agent to create a custom skill
Build me a product-finder skill that recommends the right product after a couple of quick questions. When a shopper is unsure, ask at most 2–3 short qualifying questions (use case, preference, budget, who it’s for), then recommend up to 3 best-fit products from the live catalog. Each should have a one-line reason that it matches their answers and a direct link. Never interrogate, never recommend more than 3 at once, and if nothing fits well, say so and offer the closest alternative.
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Customer Agent

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