CS teams are expected to drive faster onboarding, stronger product adoption, and better customer outcomes, often without additional headcount. Traditional customer education, built on static courses and one-size-fits-none onboarding paths, can't keep up.

In this live session with LearnUpon, we'll explore how agentic customer education uses AI and real-time customer behavior to give every customer a learning path built around them.

If you lead a CS or Support team, this session will show you how to get customers to value faster, without adding headcount to do it.

What we're covering:

  • The shift to agentic customer education - why static LMS courses and linear onboarding flows are being replaced by learning experiences that adapt to each customer's behavior, in real time.
  • Onboarding that reads the room - how AI agents detect when a customer is stuck, hesitating, or moving fast, and adjust the journey accordingly, without a CSM manually triggering anything.
  • Proving it matters - the frameworks CS leaders are using to connect customer education directly to time-to-value and support ticket volume, so it's never framed as a "nice to have."

In this session, you'll learn how to:

  • Reduce repetitive onboarding and product training without sacrificing the customer experience.
  • Deliver personalized learning journeys based on real-time customer behavior.
  • Use AI to automate course creation, enrollment, reminders, and progress tracking.
  • Free your CS team to focus on strategic customer conversations.
  • Measure the impact of customer education on product adoption, support tickets, and time-to-value.
  • Build a scalable customer education strategy that grows alongside your customer base.

Your speakers

Frances Kleven, Senior Director, Customer Success, LearnUpon

Frances Kleven leads LearnUpon's Mid-Market Customer Success and Implementation teams, bringing more than 15 years of experience across technology and education. Before joining LearnUpon, she held leadership roles at San Francisco State University and the University of California, San Francisco, where she specialized in online learning and continuing professional education.

Frances is a regular speaker on customer education, onboarding, and customer success, helping organizations create learning experiences that drive long-term customer value.

Alex Jacobs, Senior Product Manager, LearnUpon

Alex Jacobs is a Senior Product Manager at LearnUpon, where he leads CRM Integrations and User Management capabilities. Before joining LearnUpon, he worked as a product manager for an HR software scale-up in Germany and within an innovation lab at a Fortune 100 healthcare organization in the United States.

Alex combines product expertise with a passion for emerging technologies, helping organizations build more connected and intelligent customer learning experiences.