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Customer Agent

"How am I doing?" — progress check-in conversation

Opens periodic progress conversations at defined milestones in a customer's wellness journey, building a longitudinal profile that makes every future recommendation more accurate.

Karisa Tate — Product Marketing, Klaviyo
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At regular intervals after a customer starts a new product or program — two weeks in, one month in, three months in — proactively reach out to check on their progress. Ask a single open question about how they are getting on with their routine. Use their response to adjust future recommendations, escalate concerns to a human expert if needed, and celebrate any progress they share. Write every check-in response to their profile to build a longitudinal picture of their wellness journey. Over time, use this history to make increasingly personalized recommendations.
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