Customer Insights

Customer Insights

Collect and analyze customer feedback across channels to identify themes, sentiment trends, and churn risk.

Workflow

1. Collect feedback from all channels — Email, support tickets, reviews, social media mentions. Ask the user to paste or upload if no system integration is available.

2. Categorize by theme and sentiment — Group feedback into themes (product, service, pricing, onboarding, etc.). Tag each item as positive, neutral, or negative sentiment.

3. Score customer health — For each customer segment or key account:

   • Retention risk (high / medium / low)
   • Satisfaction trend (improving / stable / declining)
   • Engagement level (active / moderate / dormant)

4. Identify top 3 themes and trends — Rank themes by volume and severity. Highlight any emerging issues or positive shifts.

5. Recommend actions per theme — For each top theme, provide:

   • Summary of what customers are saying
   • Root cause hypothesis
   • Specific action items with urgency
   • Template response for proactive outreach if applicable

Output Format

## Customer Pulse Summary
- Period: [date range]
- Total feedback items: [count]
- Sentiment split: [positive %] / [neutral %] / [negative %]

## Top 3 Themes
1. [Theme] — [volume] items, [sentiment] trend
   - Root cause: ...
   - Action: ...

## At-Risk Accounts
- [Account]: [risk level] — [reason]

## Recommended Actions
1. [Urgent] ...
2. [This week] ...
3. [Ongoing] ...