A conversational customer agent uses a live question and order context to look up information or perform a service action. Klaviyo said in 2026 that its customer agent draws on purchase history and marketing interactions.
The demo sends a delivery question to an order lookup and a sizing question to exchange guidance. The next action follows the current question rather than a fixed send schedule.
Provide a human path for unsupported policies or sensitive requests. Check both the basis for an answer and permission to act.
When to use
Use it when recurring questions need customer context and a useful follow-up.