| name | customer-insights |
| description | Customer feedback aggregation and health check. Collect feedback across channels, identify recurring themes and sentiment trends, score customer health, and recommend actions. Triggers on: customer feedback, customer sentiment, pulse check, customer health, what are customers saying. |
Customer Insights
Collect and analyze customer feedback across channels to identify themes, sentiment trends, and churn risk.
Workflow
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Collect feedback from all channels — Email, support tickets, reviews, social media mentions. Ask the user to paste or upload if no system integration is available.
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Categorize by theme and sentiment — Group feedback into themes (product, service, pricing, onboarding, etc.). Tag each item as positive, neutral, or negative sentiment.
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Score customer health — For each customer segment or key account:
- Retention risk (high / medium / low)
- Satisfaction trend (improving / stable / declining)
- Engagement level (active / moderate / dormant)
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Identify top 3 themes and trends — Rank themes by volume and severity. Highlight any emerging issues or positive shifts.
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Recommend actions per theme — For each top theme, provide:
- Summary of what customers are saying
- Root cause hypothesis
- Specific action items with urgency
- Template response for proactive outreach if applicable
Output Format
## Customer Pulse Summary
- Period: [date range]
- Total feedback items: [count]
- Sentiment split: [positive %] / [neutral %] / [negative %]
## Top 3 Themes
1. [Theme] — [volume] items, [sentiment] trend
- Root cause: ...
- Action: ...
## At-Risk Accounts
- [Account]: [risk level] — [reason]
## Recommended Actions
1. [Urgent] ...
2. [This week] ...
3. [Ongoing] ...