Upstream Works Training for Clients and Partners

Upskill Your Knowledge and Expertise of Upstream Works Products

Upskill Your Knowledge and Expertise of Upstream Works Products

Our training programs help clients and partners get the most value from Upstream Works desktop solutions. We offer a full curriculum across multiple roles and with the flexibility to choose self-paced training and instructor-led sessions.

Express Training Series for Agents and Supervisors

Level up your skills with quick 30-minute training sessions. See the schedule for upcoming training sessions. To register and get more information, log in to the Upstream Works Customer Portal or contact customersuccess@upstreamworks.com to discuss enrollment.

Winter 2025 Express Training Calendar

CourseDescription
AgentNow On-Demand CX: Voice, Video & Chat

March 25, 2025 8:00 AM PT | 11:00 AM ET | 3:00 PM GMT

Join us for a 30-minute webinar on how businesses can enhance customer interactions with AgentNow, enabling seamless conversations across chat, voice, and video. Discover how AgentNow fosters real-time human connections, accelerates issue resolution, and boosts customer satisfaction.

Key Takeaways:

1. Optimize customer experiences with smooth transitions between chat, voice and video for uninterrupted conversations.

2. Enable face-to-face video conversations to improve resolution time and customer satisfaction through enhanced engagement.

3. Personalize engagements with humanized conversations and an effective support strategy.

See AgentNow in action with a live demonstration and learn how to create a more personalized and efficient support experience.

Email Efficiency: Bulk Email Replies & Effective Reviews

April 29, 2025 8:00 AM PT | 11:00 AM ET | 4:00 PM GMT

Attention all supervisors! In this 30-minute power-packed session, you’ll learn how to supercharge your team’s email management.

Here’s what you’ll take away:

1. Leverage the bulk email reply feature to quickly respond to multiple emails in the queue, boosting efficiency across your team.

2. Master the email review feature, enabling automatic email routing to supervisors for final approval or allowing agents to request colleague reviews before sending emails to customers.

3. Enhance communication and quality assurance by implementing review workflows that ensure every customer interaction is polished and professional.

Join us to discover how these cutting-edge Email features can streamline your processes, improve team collaboration, and ensure top-notch customer service.

CourseDescriptionDuration
Professional Services Analyst (PSA)

Learn about business configuration, data dip, concierge manager configuration, chat deployment, reporting, task allocation and prioritization, an overview of the UW database and much more.

4 weeks
Support Training (Level 1)

Support Analysts will be introduced to the Agent and Supervisor Desktop Experience, Infrastructure Setup & Maintenance, including system monitoring and gathering logs, reporting with CUIC/SSRS, and much more. This program focuses on Level 1 Support.

2 weeks
Integration Developer Training

Explore integration configurations in Upstream Works, including an overview of the system infrastructure and specific integration implementations.

3 weeks
Support Training (Level 2)

Build upon the Support Training (Level 1) Certification, and learn how to collect console logs, troubleshoot data dip, explain the chat and email workflow, troubleshoot outage issues by accessing and reviewing logs, troubleshoot report-related issues, troubleshoot email and chat issues, and configure skills and skill addresses.

2 weeks

Partner Enablement Training

Discover new features and functionality and get hands-on experience with Upstream Works desktop solutions. See the schedule for upcoming partner enablement training sessions. To register and for more information, log in to the Upstream Works Partner Portal or contact partners@upstreamworks.com to discuss enrollment.

Contact us to get started with Express Training or Partner Enablement Training.