customer-research

Investigate customer questions across internal and external sources with confidence scoring.

Updated Apr 1, 2026
One-click install
npx skills add https://github.com/jaimedhenriques/finsyt --skill customer-research-jaimedhenriques
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: customer-research
Source: https://github.com/jaimedhenriques/finsyt/tree/main/artifacts/platform/.agents/skills/customer-research
Command: npx skills add https://github.com/jaimedhenriques/finsyt --skill customer-research-jaimedhenriques

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you answer customer questions, investigate reported issues, and gather account context by searching across multiple sources and synthesizing the results into a clear, confidence-scored summary.

Core Features & Use Cases

  • Multi-source investigation: Searches documentation, knowledge bases, CRM notes, support history, chat, email, and web sources when connected.
  • Confidence and attribution: Weighs source quality, flags contradictions, and explains how certain the answer is.
  • Research brief output: Produces a structured summary with key findings, context, gaps, sources, and recommended next steps.
  • Use case: A support rep needs to know whether a bug has been reported before and what workaround was previously shared with a specific customer.

Quick Start

Ask the customer-research skill to investigate a customer question and return a sourced answer with confidence, gaps, and next steps.

Frequently Asked Questions about customer-research

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I investigate customer questions across multiple knowledge bases and support history?

To investigate customer questions across multiple knowledge bases, this Skill searches internal documentation, CRM notes, and support history, then synthesizes the results into a structured research brief with source attribution and confidence scoring.

What is the best way to verify a reported bug against prior support tickets and documentation?

Verifying a reported bug against prior support tickets requires cross-referencing multiple sources. This Skill searches support history and documentation, applies source prioritization, flags contradictions, and returns a confidence-scored summary with recommended next steps.

Can I use customer research for support triage and account context lookup without external web sources?

Yes, you can use customer research for support triage and account context lookup without external web sources. The Skill investigates internal knowledge bases, CRM notes, and chat history, inferring context and applying confidence scoring independently of web connectivity.

How does confidence scoring work when cross-referencing conflicting support answers?

Confidence scoring works by weighing source quality and flagging contradictions during cross-referencing. When conflicting support answers are found, the Skill evaluates source reliability, explains the certainty of the answer, and highlights gaps in the research summary.

What is included in a structured research brief for customer support investigations?

A structured research brief for customer support investigations includes key findings, account context, identified knowledge gaps, source attribution, confidence levels, and recommended next steps to resolve the customer question accurately.

Are there limitations when inferring account context from internal knowledge bases during support triage?

Limitations during support triage include potential knowledge gaps when inferred account context lacks direct documentation. The Skill handles contradictions and weighs source quality, but unresolved gaps require following the recommended next steps for complete verification.