Upstream Works Training for
Clients & Partners

Upskill Your Knowledge & Expertise of Upstream Works Products

Flexible Training for Every Role

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

Express Training Series for Agents and Supervisors – Upstream Works

Express Training Series for Agents & 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.

Express Training Calendar

New course details coming soon.

Partner Enablement Training – Upstream Works

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.

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

Talk to Our AI & CX Experts

Whether you're a client looking to upskill your agents or a partner looking to expand your Upstream Works expertise, our team can help you find the right training path.