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    Getting started with Helpdesk

    Course overview
    Lesson
    1 min read

    Learn more about Helpdesk

    Use these resources to learn more as you start perfecting your support strategy with Klaviyo Helpdesk.

    Additional resources

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    Guide to Klaviyo Helpdesk

    Learn more about all of the features available in Klaviyo Helpdesk. This guide walks you through how to set up and use key Helpdesk features and reporting.

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    Klaviyo Helpdesk: Instagram as a channel

    Learn how to connect Instagram to Helpdesk so that all DMs (direct messages) become Helpdesk tickets.

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    Getting started with K:AI Customer Agent

    Customer Agent uses AI to quickly provide personalized customer support. Take this Academy course to learn more about Customer Agent and how to use it in conjunction with Helpdesk.

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    Automatically close tickets

    Learn how to automatically close Klaviyo Helpdesk tickets after a set period of customer inactivity. By setting up ticket auto-close, you can streamline your aupport workflow and keep your inbox organized.

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    Automatically forward support emails to Klaviyo Helpdesk

    Learn how to forward customer emails to Klaviyo Helpdesk to manage support in one central place. You can set up automatic email forwarding to direct any emails sent to your customer support address to Helpdesk, allowing you to handle email support through Klaviyo.

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    Create and use macros for Helpdesk tickets

    Find out how to create and use macros in tickets in Klaviyo Helpdesk. Macros are pre-written, reusable responses your support agents can insert into replies for Helpdesk tickets.

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    Round Robin assignment

    Learn how to enable round-robin ticket assignment to automatically distribute new conversations to available agents. This setup eliminates manual triage, shortens time to first response, and keeps workloads fair, especially during busy seasons.

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    Understanding the Helpdesk reporting dashboard

    Learn how to interpret each section and metric on the Helpdesk reporting dashboard.

    Learn more about Helpdesk