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Duration 14 hours
Course Outline
Introduction to Claude for Support Operations
- Establishing Claude’s role in enterprise support
- Reviewing capabilities and constraints
- Exploring operational use cases
Support Triage and Classification with Claude
- Strategies for automated categorization
- Identifying intent and urgency
- Decreasing manual triage efforts
Drafting and Refining Customer Communications
- Generating messages with controlled tone
- Tailoring messages for various customer profiles
- Developing multi-stage communication sequences
Ticket Automation and Summarization
- Producing structured ticket content
- Generating precise summaries from transcripts
- Aligning output with internal formatting guidelines
Knowledge Retrieval and Article Enhancement
- Interacting with enterprise knowledge bases via Claude
- Refreshing outdated knowledge articles
- Developing new documentation from support data
Workflow Integration and Best Practices
- Enhancing support processes with Claude
- Creating reusable prompt workflows
- Maintaining quality assurance in AI-supported operations
Security, Compliance, and Responsible Use
- Considerations for data handling
- Permissions and access policies
- Ensuring auditability in AI-driven support workflows
Hands-On Project: Claude in Real Support Scenarios
- Constructing a triage-to-ticket workflow
- Generating customer-ready communications
- Setting up a support knowledge Q&A pipeline
Summary and Next Steps
Requirements
- Familiarity with customer support processes
- Hands-on experience with helpdesk or ticketing platforms
- Basic knowledge of enterprise knowledge bases
Target Audience
- Customer service teams
- Support managers
- Operations teams
Testimonials (2)
Learning how to prompt Claude and use it to digest all of the data I have available.
Mike Hartleroad - Furniture Row
Course - Claude AI for Data Analysis and Business Intelligence
how to engage with the Office environment and set up repetitive tasks