| name | customer-360 |
| license | MIT |
| description | Build a comprehensive customer profile from Intercom data, including conversation history, account context, and interaction timeline. Use when the user asks to "look up a customer", "customer profile", "customer 360", "tell me about this customer", "summarize a customer's history", or provides a customer email or company name and wants a full picture.
|
| disable-model-invocation | true |
| argument-hint | [email or company name] |
Customer 360
Produce a comprehensive customer profile by aggregating data from across the Intercom workspace.
Workflow
Step 1: Identify the Customer
- Parse the user's input for an email, name, or company
- Use
search_contacts to find the contact (by email is most reliable)
- If company name given, search contacts by email domain
- Use
get_contact to fetch the full profile (attributes, tags, segments, companies)
Step 2: Gather Conversation History
- Use
search_conversations filtered to this contact's conversations
- Paginate to get all conversations (not just the first page)
- For the most recent/relevant conversations, use
get_conversation for full threads
Step 3: Build the Profile
Produce a markdown profile with these sections:
Contact Summary
- Name, email, role (user/lead), company
- Location, timezone, last seen
- Plan/tier (if available via custom attributes)
- Tags and segments
Conversation History
- Total conversation count
- Table: ID | Subject | State | Channel | Date
- Highlight any currently open/snoozed conversations
Key Themes
- Common topics across conversations
- Recurring issues or feature requests
- Sentiment signals (escalations, positive feedback)
Timeline
- Chronological list of significant interactions
- First contact → most recent activity
Open Items
- Unresolved conversations
- Pending questions or follow-ups
Step 4: Present and Offer Next Steps
- Present the profile
- Offer to dive deeper into any conversation
- Offer to search for similar customers (same company, same issues)
Best Practices
- Always cite conversation IDs so the user can find them in the Intercom inbox
- Note data freshness — states may have changed since events occurred
- If the contact has many conversations, summarize the most recent 10-15 and note the total count
- Handle cases where the contact exists but has no conversations
Troubleshooting
Contact Not Found
Symptom: No results for the provided email or name.
Solution: Check for typos. Try searching by email domain to find related contacts. Ask the user to confirm the identifier.
Too Many Conversations
Symptom: Contact has 50+ conversations, making full analysis impractical.
Solution: Focus on the most recent 10-15 conversations. Summarize older ones by theme rather than individually. Note the total count.
