customer-research

Synthesize customer research by searching across documentation, knowledge bases, and CRM data to aggregate and reconcile multiple sources into a confidence-scored answer. The tool enforces source prioritization and explicit citations for transparent decision-making.

Answer customer inquiries by performing a multi-source research pass across connected documents and knowledge bases. The tool reconciles conflicting information, applies source prioritization, and generates an escalation path when policy questions cannot be resolved.

Confidence scoring evaluates the reconciled information from connected sources to produce a transparent confidence level. It enforces source prioritization and explicit citations, ensuring the final account context output clearly indicates the reliability of the synthesized answer.

Multi-source synthesis handles unresolved policy questions by generating escalation-ready outputs. When information cannot be reconciled across knowledge bases and CRM data, the tool explicitly identifies gaps and provides a defined escalation path rather than forcing a low-confidence answer.

Reconcile conflicting documentation by applying a defined source prioritization during the research pass. The tool aggregates data from connected sources, weighs them according to priority rules, and outputs a confidence-scored answer with explicit citations for account context.

Connected CRM data is not strictly required but significantly enhances the accuracy of confidence-scored answers for customer inquiries. The tool searches across available documentation and knowledge bases, synthesizing whatever connected sources are present to build comprehensive responses.