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.
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.
Course | Description |
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. |
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. |
Course | Description | Duration |
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 |
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.