Why it matters
Why Klaviyo
Key features
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Why are AI agents for customer service important?
Customers expect immediate answers whenever they ask for help. AI customer service agents provide real-time support without making people wait, freeing your human team to focus on complex issues that require a personal touch.
With access to a customer's complete history of interactions with your brand, a smart AI customer service agent can recommend the right product, help an undecided shopper make up their mind, and close a sale from within the support conversation itself. That’s how customer service becomes a direct channel for growth.
Why choose Klaviyo’s AI agent for customer service?
Real-time customer data at the core
With Klaviyo, the autonomous B2C CRM, your AI customer agent operates from the same system that’s home to Klaviyo Data Platform. That means every click, past purchase, and previous question informs the AI agent’s responses so that they feel personal to each customer.
From support to sales in the same conversation
K:AI Customer Agent recommends products based on live browsing behavior, helps customers add items to their cart, jumps in when shoppers stall, and completes check-outs directly within web chat. All of that helps drive revenue from support conversations.
Complete context on every escalation
When an issue requires a human touch, Customer Agent passes the full conversation history and customer profile to your support team. Your human agents have full context from the first message, so customers don't need to repeat themselves.
Every conversation enriches future experiences
Generic customer service tools close the ticket and move on. Customer Agent captures zero- and first-party data from every interaction: what customers ask, what they browse, and what they're looking for. That data flows directly into their customer profile, improving your future segmentation and personalization efforts across both marketing channels and customer service.
Key features of Klaviyo’s AI shopping assistant
Feature | Description | Available with Klaviyo |
|---|---|---|
Instant, personalized answers | Resolve common questions about products, policies, and order status, 24/7 | ✔️ |
Real-time product recommendations | Suggest complementary items based on a customer's past orders and live browsing behavior to drive sales within support conversations | ✔️ |
Order tracking, returns, and cancellations | Lets customers check order status, initiate returns, and manage subscriptions within the support conversation | ✔️ |
In-chat check-out | Lets customers complete a purchase without leaving the conversation | ✔️ |
Intelligent escalation with full context | Hands off complex issues to a human agent, passing along the full conversation history and customer profile | ✔️ |
Real-time data capture | Enriches the customer profile with conversational context, improving future personalization efforts across channels | ✔️ |
Disclaimer: K:AI Customer Agent is currently available in English. Additional languages will be available in 2026.
How to get started with Klaviyo’s AI customer service agents
- Connect your knowledge sources. Once activated, Customer Agent automatically learns from your storefront and customer data. Supplement its knowledge by adding URLs for your help center and FAQ pages, or uploading additional documentation and brand guidelines.
- Configure your handoff settings. Choose what happens when a question needs a human, whether that’s to create a ticket in your connected helpdesk or to display a custom message with alternative help options.
- Test it out. In the preview environment, ask Customer Agent questions as if you were a shopper. Review responses, identify any knowledge gaps, and add training as needed.
- Go live. Activate Customer Agent on your desired channels such as web chat, text messaging, email, or WhatsApp, and monitor performance over time.
Ready to deliver best-in-class customer service with AI? Get started with K:AI Customer Agent today.