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Customer Agent

Occasion capture & event pipeline

Handles group and private dining inquiries conversationally, building a complete event intake and writing a group-buyer profile to the Klaviyo record for future event-season targeting.

Nelson Haung — Sr. Director, Product Marketing, Klaviyo
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When a guest contacts the agent about hosting a group — a birthday dinner, a corporate lunch, a private event — handle the full intake conversationally. Capture party size, preferred date and time, occasion type, dietary requirements, and any special requests. Ask about budget range naturally if relevant. Route the completed intake to the events or private dining team with a full summary. Write the guest's event-buyer profile back to their Klaviyo record so future event-season marketing — holiday parties, Valentine's, Mother's Day — is targeted at guests who have expressed interest in group occasions.
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