All Skills

Use when querying a Rulebase workspace with SQL through the MCP server's query tool — writing queries that finish inside the statement timeout, and avoiding the join fan-outs that silently inflate QA evaluation counts. Trigger for "query my Rulebase data", "the query timed out", "statement timeout", "canceling statement due to statement timeout", counts that don't reconcile between two Rulebase queries, criterion counts exceeding team counts, or any multi-step analysis over Rulebase conversations and evaluations.

Use to map support contacts onto the product lifecycle, interpret contact as a lifecycle signal, and avoid journey-map theatre. Trigger for "customer journey map support", "contact by lifecycle stage", onboarding support drivers, churn and support overlap, stage-specific contact reasons, or when journey mapping is worth doing.

Use to measure how long new support agents take to reach proficiency and where their ramp stalls, so training and nesting can be targeted. Trigger for "how long until new hires are productive", "time to proficiency", "how is the new cohort doing", nesting or ramp design, comparing training cohorts, or a new hire being assessed before they have had time to ramp.

Use to design VIP or tiered support programmes and to test whether higher tiers actually deliver better outcomes. Trigger for "VIP support programme", "service tiering", queue priority for premium customers, entitlement vs priority, tier inflation, or "does our enterprise tier get faster support".

Use to check whether a conversation export, dataset or AI pipeline is leaking personal data that should have been redacted, and to measure how well the redaction actually works. Trigger for "is this export safe to share", "check our redaction", "can we use support transcripts for training", sending transcripts to a vendor or model, "is there PII in this dataset", or before opening support data to a wider audience.

Use to sign off a QA period for audit or governance — stating what is being attested to, on what evidence, and with which limitations. Trigger for "sign off the QA period", "attest to our quality results", "monthly QA governance pack", "certify the quality figures", or being asked to confirm quality was assured for a period.

Use to audit whether similar customers with similar failures received similar redress, and to find variation that could not be defended. Trigger for "are our refunds consistent", "do we compensate similar cases the same way", "audit our goodwill decisions", redress fairness review, customers who escalate getting more, or a complaint that someone else was treated better.

Use to design support incentives that improve behaviour without destroying the metric — pairing pay with guardrails, naming gaming modes, and choosing measures that survive Goodhart pressure. Trigger for "incentive plan", "agent bonus scheme", "SPIFF design", "pay for QA score", "what metric should we bonus", CSAT incentives, or reviewing whether a comp change is driving gaming.

Use to find the causes behind a complaint population and track whether remediation actually stopped them recurring. Trigger for "root cause analysis on our complaints", "why do we keep getting the same complaints", "complaint themes and remediation", recurring complaint categories, complaint reduction programmes, or a remediation that was signed off and did not work.

Use to design and measure proactive outbound support that prevents inbound contacts without creating new ones. Trigger for "proactive support", "prevent tickets with outbound", outage notifications, shipment alerts, eligibility and suppression rules, measuring prevented contacts, or proactive messaging opt-out.

Use to surface fraud, scam and financial-crime signals that customers describe to support before detection systems see them, and to check whether agents recognised and routed them. Trigger for "are customers reporting scams", "new scam pattern targeting our customers", "did we spot the fraud signals", authorised push payment scams, "customer was coached by someone on the phone", or fraud reports arriving through support.

Use to turn a one-off support search into a standing monitor or alert that stays useful instead of being muted within a fortnight. Trigger for "alert me when a customer mentions X", "notify the team when complaints spike", "keep watching for this", "set up a daily monitor for", turning an ad-hoc sweep into something recurring, or an existing alert nobody reads any more.

Use to plan and run peak-season support — what to freeze, pre-stage and measure daily so volume spikes do not become quality and attrition crises. Trigger for "peak season readiness", "holiday staffing plan", "Black Friday prep", freeze policy or KB changes before peak, pre-hire and ramp for surge, daily war room metrics, peak post-mortem, or when last year's peak broke SLA and attrition.

Use to audit QA coverage and scorecard health in a Rulebase workspace via the Rulebase MCP server. Trigger for "audit our QA coverage", "which agents or channels aren't being evaluated", "are our QA scores meaningful", "is our scorecard working", QA blind spots, score distribution or ceiling effects, and checking whether QA scores relate to SLA or complaint outcomes.

Use to compare a support data retention policy against what is actually still stored, and find both over-retention and premature deletion. Trigger for "are we deleting support data on time", "retention audit", "how long do we keep transcripts", "we still have data from 2018", conflicting retention obligations, or preparing for a data protection review.

Use to fulfil a subject access request from support data — finding everything about the person, and deciding what must be redacted before disclosure. Trigger for "handle this SAR", "subject access request", "customer wants all their data", DSAR fulfilment from support systems, "a customer asked for their call recordings", or an employee requesting their own QA records.

Use to analyse why support contacts escalate, how long escalations take, and which escalation paths are broken or missing. Trigger for "why are escalations increasing", "how long do escalations take", "which issues get escalated most", tier 2 volume, back-office handoffs, escalations with no defined path, or designing an escalation process.

Use to distil a CX dashboard into the three numbers a board or exec actually needs — volume/demand health, quality/outcome, and cost/efficiency — with commentary that drives decisions instead of forty tiles nobody acts on. Trigger for "board pack", "exec summary for support", "what should leadership see", "too many metrics on the dashboard", "three KPIs for the board", quarterly business review CX section, or when a leadership deck is mostly charts with no story.

Use to recover a day in real time when volume, handle time or availability diverge from plan — reforecasting decisions, break moves, overtime, callbacks and skill flex without burning tomorrow. Trigger for "intraday management", "real-time reforecast", "we are underwater at 11am", move breaks or lunches, call people back in, flex agents between queues, ride out the spike, or when the WFM plan is wrong before close of business.

Use to export CSAT or satisfaction survey responses from a support platform into one canonical shape. Trigger for "export our CSAT data", "pull satisfaction ratings", "get survey responses out of Zendesk/Freshdesk/Gorgias/HubSpot", joining CSAT to tickets, or when a conversation export left the csat field null.

Use to analyse the help-centre funnel from search through article view to contact, find actionable drop-off, and align KB content to contact drivers. Trigger for "self-service funnel", "contact after viewing an article", "why doesn't the help centre deflect", KB deflection rate, search-to-contact conversion, or article effectiveness.

Use to analyse billing and pricing complaints, separating genuine pricing objections from billing defects and unclear communication. Trigger for "customers complaining about price", "billing complaint analysis", "why do customers dispute their invoice", "is our pricing a problem", unexpected-charge complaints, or a pricing decision that needs evidence from support.

Use to monitor support conversations for conduct risk — pressure, mis-selling, unfair outcomes, obstruction and misleading statements — as distinct from whether the answer matched policy. Trigger for "monitor for mis-selling", "conduct risk in our support conversations", "are agents pressuring customers", "customers being obstructed from cancelling", conduct surveillance, or a conduct finding raised by second line.

Use to identify signals of customer vulnerability in support conversations and audit whether they were recognised and acted on. Trigger for "identify vulnerable customers", "did we spot the vulnerability signals", "customers in financial difficulty", bereavement or health disclosures in support, vulnerable customer handling audits, or designing vulnerability recognition for a support team.

Analyzes chat and call abandonment, queue patience, and what a high FCR may be hiding when abandoned contacts never become tickets.

Use to analyse average handle time, resolution time or time-in-queue without being misled by the skew, and to find where time actually goes. Trigger for "why is our AHT increasing", "our call handling times are up", "which contact reasons take longest", "how long do tickets take", handle time by agent or team, or an AHT target being set.

Use to audit a help centre or knowledge base against the conversations customers actually have, finding coverage gaps, stale articles and unused content. Trigger for "what should we write help articles about", "audit our knowledge base", KB coverage gaps, self-service deflection content, or preparing a knowledge base to ground an AI support agent.

Use to compare BPO sites, vendors or partner teams fairly, adjusting for the work mix each is given before concluding anything about performance. Trigger for "compare our BPO sites", "which vendor is performing best", "site A scores lower than site B", outsourcer QBR packs, partner MI reporting, or setting contractual quality targets with a vendor.

Use to audit a customer-facing support bot or AI agent for harm rather than for volume — manipulation and prompt-injection attempts, customers stranded without a human, fabricated answers, and unsafe commitments or disclosures. Trigger for "are people trying to jailbreak our bot", "show me attempts to manipulate the assistant", "is our bot giving wrong answers", "customers stuck with the bot and never got a human", or reviewing an AI agent before or after launch.

Use to design or audit the executive escalation path for a major account — intake, ownership, communication cadence and follow-through — so escalations are resolved rather than merely attended. Trigger for "design our escalation process for key accounts", "an executive escalation went badly", "customer went to our CEO", red account war rooms, or escalations that get attention and then quietly stall.

Use to design or audit complaint identification and classification in customer support, especially in regulated sectors. Trigger for "are we identifying complaints correctly", "complaint detection", regulatory complaint definition, FCA or CFPB complaint handling, vulnerable customer identification, root cause categorisation for complaints, or building an AI classifier for complaints.

Use to compare CX performance to a published or vendor benchmark without fooling yourself — scope mismatch, survivor bias, and definition mismatch usually make external benchmarks incomparable, and internal baselines often beat them. Trigger for "how do we compare to industry", "is our CSAT good", benchmark slide for the board, vendor benchmark report, "are we above average", outsourcing RFP benchmarks, or when someone cites a round-number industry standard.

Use to merge overlapping help articles without breaking search, bookmarks, or AI grounding — choosing a canonical page, setting redirects, and measuring post-merge impact. Trigger for "we have duplicate KB articles", consolidate help centre content, merge knowledge base articles, KB deduplication, article redirects, canonical help article, or overlapping docs confusing customers and search.

Use to draw a defensible sample of support conversations for QA review, an audit or a manual analysis, so the results generalise to the population rather than to whatever was easy to pull. Trigger for "which tickets should we review", "how do we pick a sample", "is our QA sampling representative", stratified or risk-based sampling, review coverage design, or a finding based on a handful of hand-picked tickets.

Use to design or audit a QA dispute and appeal workflow with timeboxes, adjudication standards, and second-level consistency so appeals improve trust instead of rewriting scores without rules. Trigger for "QA appeal process", "agents disputing scores", "who adjudicates QA disputes", "overturn rate too high", second-level review standards, or calibration erosion from ad-hoc score changes.

Use to staff and schedule QA reviewers for sustainable throughput without grading quality collapsing — fatigue, drift, and false precision from treating reviewers like production agents. Trigger for "how many QA reviewers do we need", reviewer capacity planning, grader fatigue, throughput per reviewer, calibration after long shifts, or scores drifting over the course of a day.