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Customer Agent

Group & event inquiry intake

Handles group booking and private event inquiries conversationally, capturing full intake context and routing to the events team while building a group-buyer profile for future outreach.

Tanner Elvidge — Product Manager, Klaviyo
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When a guest inquires about a group booking, corporate event, or private function, handle the full intake conversationally. Capture party size, preferred dates, event type, catering requirements, AV needs, and budget range. Ask clarifying questions naturally rather than presenting a form. Route the completed intake to the events team with a full summary. Write the guest's event profile — group booker, corporate, occasion type — back to their Klaviyo profile so future event marketing is targeted at guests who have shown they organize group experiences.
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