customer-research

Investigate customer questions through multi-source research with confidence scoring and citations

5 stars

Best use case

customer-research is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Investigate customer questions through multi-source research with confidence scoring and citations

Teams using customer-research should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/customer-research/SKILL.md --create-dirs "https://raw.githubusercontent.com/vamseeachanta/workspace-hub/main/.agents/skills/business/customer-support/customer-research/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/customer-research/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How customer-research Compares

Feature / Agentcustomer-researchStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Investigate customer questions through multi-source research with confidence scoring and citations

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

Related Guides

SKILL.md Source

# Customer Research Skill Overview

The **customer-research** skill is a structured methodology for investigating customer questions through multi-source research. Here are its key components:

## Core Process
The skill follows five steps: understanding the question, planning search strategy, executing systematic searches, synthesizing findings, and presenting with attribution.

## Source Hierarchy
Sources are prioritized by authority:

1. **Tier 1** (Highest): Official documentation, knowledge bases, policies, and internal roadmaps
2. **Tier 2**: CRM records, support tickets, internal documents
3. **Tier 3**: Chat history, emails, calendar notes
4. **Tier 4**: Web searches, forums, third-party resources
5. **Tier 5**: Inferences and analogous situations

## Confidence Scoring
Answers are labeled as:
- **High**: Confirmed by authoritative sources or multiple corroborations
- **Medium**: Found in informal sources or single sources without corroboration
- **Low**: Inferred or from outdated/unreliable sources
- **Unable to Determine**: No relevant information available

## Escalation Triggers
Escalate when answers involve roadmap commitments, pricing, legal terms, security/compliance, precedent-setting, custom configurations, specialized expertise, or high-risk situations.

## Documentation
Research findings should be captured in the knowledge base when they address recurring questions, required significant effort, or correct common misunderstandings, with date-stamps and quarterly reviews.

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