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look-up-a-customer

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Get a customer dossier, timeline, and risk score.

Content & Communication#timeline#crm#customer support#stripe#health score#churn risk#composio integrations
Authorakiotanaka847
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Look up a customer in one place for support decisions by assembling the right mix of profile context, interaction history, and actionable health or churn-risk signals.

Core Features & Use Cases

  • Dossier view: Summarizes the customer’s plan, key open issues, and their last few conversations to speed up “tell me about this customer” support work.
  • Timeline view: Produces a chronological rollup of interactions (inbox conversations plus billing/plan change signals) to answer “what happened so far?”
  • Health & churn-risk views: Computes a GREEN/YELLOW/RED health score with three driving signals and provides a churn-risk scan with severity and recommended next steps.

Quick Start

Ask for a specific angle like dossier, timeline, health, or churn-risk for the customer you mean, and let the skill pull what it needs from your connected CRM, Stripe billing, and inbox history.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: look-up-a-customer
Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#look-up-a-customer

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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