customer-pulse

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Customer Pulse

客户脉搏

Quick start

快速上手

Ask: "How are customers feeling this month?"

Claude pulls disputes, tickets, email threads, and Intercom conversations for the last 30 days, groups them into 3–5 themes with verbatim evidence, and delivers a "do these 3 things this week" action list.

To include Google/Yelp reviews, paste them after triggering — or say "I have some reviews to add."

提问：“本月客户感受如何？”

Claude会提取过去30天内的纠纷、工单、邮件线程和Intercom对话，将它们归类为3–5个主题并附上原始证据，同时生成一份「本周需完成的3件事」行动清单。

若需纳入Google/Yelp评论，可在触发后粘贴评论内容，或告知“我有一些评论要添加”。

Workflow

工作流程

Set the date window. Default: last 30 days. If the user specifies a range, use it.
Pull PayPal disputes. Fetch disputes opened in the window. If the PayPal API returns a rate-limit error, skip and add
```
PayPal: rate-limited — not included
```
to the Sources section. Do not retry; do not error. See reference/gotchas.md for the rate-limit pattern.
Pull HubSpot tickets and feedback. Fetch open and recently closed tickets. If 0 tickets exist, record
```
HubSpot tickets: 0
```
and continue — do not surface a warning.
Pull Gmail threads. Search for threads in the window containing:
```
refund cancel unhappy issue problem disappointed frustrated broken late slow wrong missing
```
. Extract subject lines and 1–2 sentence excerpts per thread.
Pull Intercom conversations. Call
```
search_conversations
```
to fetch open and recently closed conversations. Then call
```
get_conversation
```
for each conversation ID returned to access the full
```
conversation_parts
```
. Extract parts where
```
author.type === 'user'
```
— these are customer messages. Exclude parts where
```
author.type
```
is
```
admin
```
or
```
bot
```
.
Accept pasted reviews (optional). If the user pastes Google or Yelp review text, include it in the source pool tagged as
```
[Review]
```
. No connector required.
Extract themes. Group all evidence into 3–5 recurring themes. Each theme must include:
- A one-sentence label (e.g., "Shipping delays causing repeat complaints")
- 2–3 verbatim quotes with source tags:
```
[PayPal]
```
  ,
```
[HubSpot]
```
  ,
```
[Gmail]
```
  ,
```
[Intercom]
```
  , or
```
[Review]
```
- A signal count (how many items touch this theme)
Verbatim quotes are non-negotiable — never paraphrase. See reference/gotchas.md for the verbatim anti-pattern.
Generate the "do these 3 things" list. Rank themes by signal count. Pick the top 3 and write one concrete, owner-actionable step per theme. Format as a numbered checklist.
Deliver the report. Structure the output with these sections in order:
- Header — H2 with "Customer Pulse" and the date range.
- Sources pulled — Bullet list with signal counts per source (PayPal disputes, HubSpot tickets, Gmail threads, Intercom conversations, pasted reviews). Note any source that was rate-limited and skipped.
- Themes — For each theme, show a bold numbered theme label with the signal count, followed by two verbatim quotes as blockquotes, each attributed to its source.
- Do these 3 things this week — Numbered list of three concrete, owner-actionable steps, each tied to one of the top themes.
For a complete worked example, see reference/examples/example-report.md.

设置时间范围：默认范围为过去30天。若用户指定了时间范围，则使用该范围。
提取PayPal纠纷：获取该时间范围内发起的纠纷。若PayPal API返回速率限制错误，则跳过该数据源，并在「数据源」部分添加
```
PayPal: rate-limited — not included
```
。请勿重试，也无需报错。速率限制相关规则请参考reference/gotchas.md。
提取HubSpot工单与反馈：获取已打开和近期关闭的工单。若不存在工单，则记录
```
HubSpot tickets: 0
```
并继续执行——无需发出警告。
提取Gmail线程：搜索该时间范围内包含以下关键词的线程：
```
refund cancel unhappy issue problem disappointed frustrated broken late slow wrong missing
```
。提取每个线程的主题行和1–2句摘录。
提取Intercom对话：调用
```
search_conversations
```
获取已打开和近期关闭的对话。然后针对返回的每个对话ID调用
```
get_conversation
```
以访问完整的
```
conversation_parts
```
。提取
```
author.type === 'user'
```
的部分——这些是客户消息。排除
```
author.type
```
为
```
admin
```
或
```
bot
```
的部分。
接受粘贴的评论（可选）：若用户粘贴了Google或Yelp评论文本，将其标记为
```
[Review]
```
纳入数据源池，无需使用连接器。
提取主题：将所有证据归类为3–5个重复出现的主题。每个主题必须包含：
- 一句主题标签（例如：“配送延迟引发多次投诉”）
- 2–3条带有来源标签的原始引用：
```
[PayPal]
```
  、
```
[HubSpot]
```
  、
```
[Gmail]
```
  、
```
[Intercom]
```
  或
```
[Review]
```
- 信号计数（涉及该主题的条目数量）
原始引用为必填项——切勿改写。原始引用的反模式请参考reference/gotchas.md。
生成「本周需完成的3件事」清单：按信号计数对主题排序。选取排名前三的主题，为每个主题撰写一个具体、可落地的行动步骤。格式化为编号清单。
交付报告：按以下顺序构建输出内容：
- 标题 — H2格式的“客户脉搏”及时间范围。
- 提取的数据源 — 项目符号列表，包含每个数据源的信号计数（PayPal纠纷、HubSpot工单、Gmail线程、Intercom对话、粘贴的评论）。注明任何因速率限制而被跳过的数据源。
- 主题 — 每个主题以加粗的编号主题标签加信号计数展示，随后附上两条作为块引用的原始引用，每条引用标注其来源。
- 本周需完成的3件事 — 编号列表，包含三个具体、可落地的行动步骤，每个步骤对应一个排名靠前的主题。
完整示例请参考reference/examples/example-report.md。

Approval gates

审批权限

This skill is read-only — it does not post, send, reply, or modify any records. No approval gate is required.

此Skill为只读——不会发布、发送、回复或修改任何记录。无需审批权限。

Reference

参考资料

reference/gotchas.md — PayPal rate limits, HubSpot empty state, verbatim quote requirement, Gmail keyword drift
reference/examples/example-report.md — full worked example output

reference/gotchas.md — PayPal速率限制、HubSpot空状态、原始引用要求、Gmail关键词偏差
reference/examples/example-report.md — 完整的报告输出示例