Klaviyo Helpdesk Predictive Insights Panel
You will learn
The Composer Predictive Insights Panel lets you see Customer Lifetime Value, Total Orders, Churn Risk, and Predicted Next Order Date directly inside Klaviyo Helpdesk. With this at-a-glance context, you can personalize replies faster, reduce tab-switching, and drive higher repeat revenue.
Before you beginBefore you begin
- Helpdesk must be enabled for your account.
- Your ecommerce integration (e.g., Shopify, BigCommerce) must be syncing Placed Order events.
- Predictive analytics require a minimum order history. New stores may see a “Not enough data yet” message.
- Roles: All agents can view the panel; no configuration required.
Overview
The Predictive Insights Panel sits under the ticket subject and shows four tiles:
- Customer Lifetime Value (CLV)
- Total Orders
- Churn Risk (Low, Medium, High)
- Predicted Next Order Date
Because the data is pulled from Klaviyo’s predictive models, you don’t need to set up or maintain rules. The panel helps you:
- Prioritize retention offers for high-value customers at high churn risk
- Identify loyal repeat buyers for cross-sell or upsell
- Shorten average handle time by removing the need to open the full profile
Best practices
- Act on High churn risk immediately—offer a discount or proactive support.
- Save macros such as Retention-10% or VIP early access to speed responses.
- Keep replies concise; reference the insight briefly (“As one of our top customers…”) to personalize without sounding robotic.
FAQ
Does the panel work for all channels (email, chat, SMS)?
Yes. The data shown is profile-level and appears for any ticket type.
How is Churn Risk calculated?
It’s the predicted probability the customer will not purchase again in the next 90 days, expressed as Low (< 33 %), Medium (33–66 %), or High (> 66 %).
Can I customize which metrics appear?
No.
Why is Predicted Next Order Date empty?
The model needs at least two historical orders from the customer to forecast the next date.
Will using macros affect my predictive data?
No. The panel is read-only and does not write back to the profile.