Role-Based Programme
RB0713

HeyGen for Customer Service & Customer Success

Create Support, Onboarding & Customer Education Videos with AI

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how HeyGen can support customer service, onboarding, product education, and customer-success communication.
  • Explore AI avatars, voice, screen recording, translation, and video creation for customer-facing content.
  • Experience converting FAQs, support procedures, onboarding information, and product guidance into professional videos.
  • Discover multilingual and interactive avatar approaches for scalable customer communication.
  • Recognise the importance of accuracy, privacy, consent, brand consistency, and human review in customer-facing AI content.

Tools covered

HeyGen AI StudioAI AvatarsDigital TwinsAI VoiceAI Screen RecorderVideo TranslationCaptionsTemplatesLiveAvatar

Who should attend

  • Customer Service Managers
  • Customer Success Managers
  • Customer Support Managers
  • Customer Experience Professionals
  • Customer Success Executives
  • Customer Support Specialists
  • Customer Onboarding Professionals
  • Customer Education Professionals
  • Technical Support Professionals
  • Implementation Managers
  • Support Operations Professionals
  • Customer Service & Success Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of customer service or customer-success processes
  • Familiarity with customer enquiries, onboarding, FAQs, or product-support information
  • Basic presentation and computer skills
  • No professional video-production experience required
  • No previous HeyGen experience required

TOC Modules

Concepts
  • Understanding AI-generated video and its role across customer service and success
  • Exploring avatars, scripts, voices, scenes, templates, and media
  • Identifying use cases across support, onboarding, education, and proactive communication
  • Understanding AI video as support for—not replacement of—human customer relationships
Practical activities
  • Exploring the HeyGen creation environment
  • Creating a short customer-facing information video

Scenarios

Support Knowledge to Self-Service Video

Approved Knowledge Article → Customer Question → HeyGen Script → AI Avatar / Screen Guidance → Support Review → Multilingual Version → Self-Service Video

Participants convert an approved support article into a clear customer-facing video that can reduce repetitive explanations and strengthen self-service support.

New Customer to Guided Onboarding

Customer Onboarding Need → Key Steps → Screen Walkthrough → Avatar Explanation → Customer Success Review → Published Guidance

Participants create a structured onboarding video that guides customers through an important product or service process while maintaining accurate and consistent customer communication.

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