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 Duration 14 hours

Course Outline

Introduction to Claude for Support Operations

  • Positioning Claude within enterprise support frameworks.
  • Exploring its core capabilities and inherent limitations.
  • Understanding key operational use cases.

Support Triage and Classification with Claude

  • Strategies for automated categorization.
  • Extracting customer intent and urgency levels.
  • Reducing the burden of manual triage tasks.

Drafting and Refining Customer Communications

  • Generating messages with precise tone control.
  • Adapting communication styles for diverse customer profiles.
  • Designing multi-step communication flows.

Ticket Automation and Summarization

  • Creating structured ticket content automatically.
  • Generating accurate summaries from interaction transcripts.
  • Ensuring outputs align with internal formatting standards.

Knowledge Retrieval and Article Enhancement

  • Querying enterprise knowledge bases using Claude.
  • Refreshing outdated knowledge articles.
  • Developing new documentation based on support data insights.

Workflow Integration and Best Practices

  • Optimizing support processes with the aid of Claude.
  • Designing repeatable and efficient prompt workflows.
  • Maintaining quality assurance in AI-assisted operations.

Security, Compliance, and Responsible Use

  • Key data handling considerations.
  • Managing permissions and access policies.
  • Ensuring auditability in AI-enabled support workflows.

Hands-On Project: Claude in Real Support Scenarios

  • Constructing an end-to-end triage-to-ticket workflow.
  • Producing polished, customer-ready communications.
  • Configuring a support knowledge Q&A pipeline.

Summary and Next Steps

Requirements

  • A solid grasp of customer support workflows.
  • Experience working with helpdesk or ticketing systems.
  • Familiarity with enterprise knowledge bases.

Target Audience

  • Customer service teams.
  • Support managers.
  • Operations teams.

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