Role-Based Programme
RB0714

HeyGen for Customer Service & Customer Success

Create Scalable Support, Onboarding & Customer Education Videos

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using HeyGen to create professional customer-support, onboarding, and customer-success videos.
  • Convert FAQs, knowledge articles, product guidance, and service information into clear video-based communication.
  • Create reusable avatar-led videos for onboarding, feature education, support guidance, and customer follow-ups.
  • Produce multilingual and personalized customer content for different markets and customer journeys.
  • Apply accuracy, privacy, brand, consent, accessibility, and human-review practices before publishing customer-facing videos.

Tools covered

HeyGen AI StudioAI AvatarsAI VoicesInstant AvatarsVideo TranslationPersonalized VideoLiveAvatarTemplatesCaptions & Brand Assets

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of customer-service or customer-success activities
  • Familiarity with FAQs, onboarding, customer communication, or product-support content
  • Basic presentation and content-writing skills
  • No professional video-production experience required
  • No previous HeyGen experience required

TOC Modules

Concepts
  • Understanding AI-generated video and its role in customer service and customer success
  • Understanding AI avatars, voices, scenes, templates, and video-generation workflows
  • Identifying relevant use cases across support, onboarding, education, and customer communication
  • Recognising where empathy, judgement, and complex issue resolution remain human-led
Practical activities
  • Exploring HeyGen AI Studio through a sample customer-support use case
  • Creating a short avatar-led customer guidance video
  • Reviewing the output for clarity, tone, and customer relevance

Scenarios

Support Article to Multilingual Customer Video

Approved Support Article → Key Steps → HeyGen Script → AI Avatar Video → Support Review → Translation → Local Validation → Customer Self-Service Content

Participants transform an approved help article into a reusable support video that can serve customers across multiple languages while maintaining accuracy and consistency.

Customer Onboarding to Interactive Support

New Customer → Onboarding Need → HeyGen Video Guidance → Customer Questions → LiveAvatar Interaction → Knowledge-Based Response → Human Escalation When Required

Participants design a blended customer-success experience combining reusable onboarding videos with interactive assistance while preserving human intervention for complex or sensitive situations.

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