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Duration 14 hours
Course Outline
Introduction to Claude for Support Operations
- Defining Claude’s role in enterprise support
- Assessing capabilities and limitations
- Identifying relevant operational use cases
Support Triage and Classification with Claude
- Strategies for automated categorization
- Identifying intent and urgency
- Decreasing the burden of manual triage
Drafting and Refining Customer Communications
- Generating messages with controlled tone
- Tailoring messages for various customer profiles
- Developing multi-step communication flows
Ticket Automation and Summarization
- Producing structured ticket content
- Generating precise summaries from transcripts
- Ensuring outputs meet internal formatting standards
Knowledge Retrieval and Article Enhancement
- Querying enterprise knowledge bases using Claude
- Refresh outdated knowledge articles
- Developing new documentation from support data
Workflow Integration and Best Practices
- Enhancing support processes with Claude
- Creating repeatable prompt workflows
- Maintaining quality assurance in AI-assisted operations
Security, Compliance, and Responsible Use
- Considerations for data handling
- Managing permissions and access policies
- Maintaining auditability in AI-enabled support workflows
Hands-On Project: Claude in Real Support Scenarios
- Developing a triage-to-ticket workflow
- Creating customer-ready communications
- Setting up a support knowledge Q&A pipeline
Summary and Next Steps
Requirements
- A solid grasp of customer support workflows
- Experience with helpdesk or ticketing systems
- Basic familiarity with 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