Claude AI for Customer Support and Service Operations Training Course

A two-day professional development course designed for developers already utilizing AI coding tools such as Cursor, Claude Code, or Copilot. The curriculum focuses on delegating comprehensive tasks to autonomous agents, constructing the personalization framework (Rules, AGENTS.md, Skills, MCP, Agents), integrating and building MCP servers, executing parallel agent operations, and implementing structured agentic workflows. The instructional material is tool-agnostic. This course serves as a continuation of the Foundations module.

This two-day introductory course is designed for individuals new to artificial intelligence-assisted software development, including those with minimal or no coding background. The curriculum addresses the operational mechanics of these tools, methods for directing them via prompts, and applications to common tasks such as constructing a small project from the ground up, working within existing codebases, and reviewing outcomes. The content is platform-agnostic and applicable to tools such as Cursor, Claude Code, Copilot, and similar systems. This course serves as a prerequisite for the Agentic AI Development: Advanced Workflows training.

This two-part training initiative is formulated for software delivery teams seeking to embed AI-enhanced engineering processes into their routine operations utilizing Claude Code.

This instructor-led, live training in US is designed for intermediate-level developers who intend to design, construct, and test AI agents utilizing the Claude API and the Agent SDK.

By the conclusion of this training, participants will be equipped to:

• Execute Messages API requests incorporating system prompts, structured output, and streaming capabilities
• Define tool parameters and implement a resilient tool utilization cycle
• Integrate agents with external systems via MCP servers
• Develop and deploy agents using the Claude Agent SDK, including the configuration of permissions and sub-agents
• Optimize costs and reduce latency through prompt caching and efficient context management
• Conduct testing, logging, and monitoring of agent performance using a curated evaluation set

This instructor-led, live training in US (online or onsite) is targeted at beginner- to intermediate-level content creators, writers, and marketers seeking to leverage Claude AI for content generation, editing, and summarization to enhance blogs, reports, and marketing materials for government stakeholders.

By the conclusion of this training, participants will be able to:

• Apply Claude AI for content brainstorming and idea expansion.
• Enhance writing through AI-assisted editing and proofreading.
• Generate summaries for long-form content and reports.
• Streamline the creation of marketing copy for various platforms.

This instructor-led live training in US (delivered online or onsite) is tailored for intermediate-level software developers and AI engineers tasked with integrating Claude AI into public sector applications, developing AI-assisted communication tools, and improving software functionality through automated processes.

Upon completion, participants will be equipped to:

• Implement the Claude AI API to embed intelligent features into public-facing applications.
• Construct AI-driven communication interfaces and virtual assistants for citizen engagement.
• Incorporate AI-powered automation and natural language processing to streamline government workflows.
• Optimize and fine-tune Claude AI models to align with specific governmental operational requirements.

Claude AI is an advanced language model engineered to support complex analytical, strategic, and organizational tasks for government agencies.

This instructor-led, live training session, available online or on-site, is designed for project management and planning professionals at the entry level who seek to utilize Claude AI to enhance project design, documentation, communication, and long-term planning activities.

Upon completing this training, participants will possess the capability to:

• Generate project documentation, including charters, briefs, and scopes, using Claude AI.
• Analyze risks, constraints, and dependencies through AI-supported reasoning.
• Develop stakeholder communications and reporting outputs tailored for diverse audiences.
• Utilize Claude AI to facilitate sprint planning, prioritization, and roadmap refinement.

Format of the Course

• Instructor-led explanations accompanied by guided demonstrations.
• Practical exercises utilizing real-world project management scenarios.
• Structured activities applying Claude AI in a live environment.

Course Customization Options

• Custom scenarios, organization-specific templates, or industry-focused workflows may be incorporated upon request.

This instructor-led, live training module, delivered in US (online or onsite), is targeted at intermediate-level researchers, analysts, and knowledge professionals who intend to leverage Claude AI for managing large data volumes, synthesizing information, and automating research tasks for government.

Upon completion of this training, participants will be equipped to:

• Apply Claude AI to literature reviews and research synthesis for government contexts.
• Summarize official reports, research papers, and long-form documents.
• Extract critical insights and trends from both structured and unstructured data sources.
• Integrate Claude AI into established research and knowledge management workflows.

This instructor-led, live training held in US (online or in-person) is targeted at entry-level professionals who intend to incorporate Claude AI into their daily operational routines to enhance efficiency and automation.

By the conclusion of this training program, participants will be equipped to:

• Utilize Claude AI for the automation of repetitive duties and the streamlining of workflows.
• Improve individual and collective productivity through AI-assisted automation.
• Integrate Claude AI with current institutional tools and digital platforms.
• Refine AI-driven decision-making processes and task management structures.

This instructor-led, live training in US is designed for intermediate to advanced developers and technical leads seeking to configure and scale Claude Code for reliable team use.

Upon completion of this training, participants will be able to:

• Structure CLAUDE.md files, settings, and permissions for specific repositories and teams
• Develop custom subagents with defined roles and controlled tool access
• Implement hooks to automatically enforce formatting, testing, and safety regulations
• Package recurring workflows as Skills, slash commands, and plugins
• Integrate Claude Code with external systems through MCP servers
• Execute Claude Code non-interactively in scripts and CI pipelines, with critical review of outputs

This instructor-led, live training in US is designed for entry-level business professionals without coding experience who wish to develop independent tools and automations using Claude Code for government.

Upon completion of this training, participants will be able to:

• Install and configure Claude Code and operate securely within designated project directories
• Articulate task requirements in plain language to direct Claude Code in planning and execution
• Automate file management, report generation, and data cleaning for internal operations
• Develop basic web pages or internal tools and execute them locally
• Interpret code changes, test outputs, and error messages to assess operational success
• Document, archive, and transfer completed tools, including basic version tracking

This instructor-led, live training session in US is targeted at entry-level to mid-level public sector professionals who aim to delegate research, documentation, and routine administrative tasks to Claude Cowork with a focus on security and efficiency.

Upon completion of this program, participants will possess the competency to:

• Differentiate between conversational AI interfaces and autonomous task-execution systems
• Formulate precise task directives specifying objectives, context, limitations, and required outputs
• Assign responsibilities involving research synthesis, document drafting, file organization, and spreadsheet analysis
• Critically evaluate and amend outputs prior to official use or distribution
• Enforce access restrictions, monitor system actions, and manage confidential data in accordance with security standards
• Construct a personalized inventory of delegable tasks and a structured protocol for their execution

Claude Cowork facilitates the execution of end-to-end workflows, such as research, document preparation, and file operations, rather than responding to isolated prompts. This course instructs on drafting effective task directives, validating execution plans, and reviewing final outputs. Participants will delegate three real-world tasks and establish a recurring automated process.

This instructor-led, live training in US is intended for: knowledge workers, administrative assistants, and project or department leaders who aim to delegate complete task cycles to Claude instead of engaging in sequential conversational exchanges.

Upon completion of this training, participants will be able to:

• Differentiate between interactive chat sessions and delegated task execution in Cowork
• Structure task directives that include objectives, source materials, constraints, and acceptance criteria
• Generate documents, spreadsheets, and presentations from designated folder contents
• Delegate research tasks from initial inquiry through to final reporting
• Leverage plugins, skills, and integrations within the Cowork platform
• Define approval milestones, backup procedures, and secure folder access protocols for government contexts

Course Format

• Duration: One day (seven hours)
• Interactive instruction with a facilitator, including discussion and hands-on exercises based on participants' specific use cases
• Outcome, Day 1: Each participant will have delegated three substantive tasks to Cowork, reviewed the outcomes, and configured a scheduled workflow.

Customization Options

• To request a customized training program for government use, please contact us to schedule a consultation.

Claude provides capabilities extending significantly beyond a standard chat interface; features such as projects, artifacts, skills, connectors, and Cowork can assume responsibility for recurring workflows in administration, finance, procurement, and human resources. This two-day course illustrates the integration of these components and provides guidance on configuring them for specific operational requirements. Participants will conclude the training with a functional project, a custom skill, and a routine ready for immediate deployment.

This instructor-led, live training in US is designed for: Personnel in administration, finance, procurement, human resources, project management, and process management who are utilizing or implementing Claude within their organization and seek to leverage capabilities beyond basic chat interactions.

Upon completion of this training, participants will be able to:

• Categorize Claude’s model variants and interfaces to select the most appropriate option for specific tasks
• Configure projects with embedded instructions and knowledge files to ensure continuity and avoid repetitive setup
• Utilize artifacts to generate reports, tables, overviews, and basic interactive tools
• Develop, test, and disseminate custom skills for recurring operational tasks
• Establish connectors to email, calendar, and file storage systems with strictly limited access rights
• Delegate tasks to Claude Cowork and automated routines and validate the outcomes
• Define organizational standards for data protection, review procedures, and shared templates

Course Structure

• Duration: Two days (seven hours per day)
• Interactive instruction featuring facilitated discussion and hands-on exercises focused on participants’ specific use cases
• Day 1 Outcome: Each participant will possess a configured project for their use case, two refined templates, and an initial artifact derived from real data.
• Day 2 Outcome: Each participant will depart with a functional skill, an established connector, a configured routine, and a plan for the next 30 days.

Customization Options for Government

• To request a customized training program tailored to specific agency needs, please contact us to arrange.