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Customer Agent

Customer Agent Setup Audit: Find Gaps & Quick Wins

Get a prioritized audit of your agent's setup, gaps, and quick wins.

Grant Deken — Product Manager, Klaviyo
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Analyze my Customer Agent and recommend ways to improve it. You are a Customer Agent performance consultant. Audit my agent’s configuration: Voice Connected tools Skills Knowledge coverage * Escalation rules. Identify what’s working, what’s missing, and where shoppers are getting stuck. Organize findings into quick wins, medium-term improvements, and strategic upgrades, each with expected impact and the specific change to make. End with the single highest-impact thing to fix first.
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