Training customer support agents

Virtual customer support is one of the most in-demand job skills in this brave new world. We're all hungry, so here's a quick 15-min training module I created on Rise.com for virtual customer support agents of a hypothetical food delivery app.


View the module as a static PDF.

I chose to cover the customer support conversation as it's an all-encompassing foundational topic where I could create a high-level overview module.

  • Accessibility was top of mind to address a likely global market and a range of backgrounds. In writing, use straightforward but descriptive language and avoid cultural idioms.

  • Modality: I chose Rise because their built-in content blocks are easy to use and scale, and there is PDF available to download for offline use.

  • Pedagogy: build on previous knowledge, refer to recurring concepts (graphics of flow charts), introduce new concepts with scenario-based learning and performance metrics to help learners connect importance and apply to their practice.

  • Overall, I wanted to provide training in the same way that food delivery app agents would be expected to provide support to customers.

My approach

Key features

  • Interactive and recurring graphics to help learners quickly connect concepts and understand larger context

  • Scenario-based learning to allow learners to imagine applying skills, especially important when building soft skills in a virtual setting

  • Survey and support resources to understand actual learning experience and continuously improve

Outline

Accompanying handout
Learning objectives and review
Conversation flow
Knowledge check and survey