interview-records
Archive of past customer interviews. Contains full transcripts, summaries, pain points, outcomes, and skills used. Use for referencing previous conversations with the same company or finding similar case patterns.
When & Why to Use This Skill
The Interview Records skill is a comprehensive archival system designed to store and manage customer conversation data, including full transcripts, AI-generated summaries, and identified pain points. It empowers teams to maintain seamless continuity with clients, identify recurring market trends, and leverage historical context to enhance customer success and product strategy.
Use Cases
- Customer Relationship Continuity: Instantly reference previous discussions with a specific company to prepare for follow-up calls and ensure a personalized client experience.
- Market Pattern Discovery: Search through historical records to identify common objections, feature requests, or pain points across similar customer segments.
- Sales Strategy Optimization: Review past successful outcomes and the specific 'skills' or approaches used to close deals or resolve complex customer issues.
- Institutional Knowledge Management: Build a searchable database of field insights that prevents information loss during team transitions and accelerates new employee onboarding.
| name | interview-records |
|---|---|
| description | Archive of past customer interviews. Contains full transcripts, summaries, pain points, outcomes, and skills used. Use for referencing previous conversations with the same company or finding similar case patterns. |
Interview Records Skill
Purpose
This skill stores complete interview records from customer calls. Each record captures the full context of a conversation for future reference.
When to Use
- "Have we talked to this company before?"
- "What did we discuss with FinBot last time?"
- "Find similar fintech customer conversations"
- "What objections came up in past calls about token costs?"
Record Structure
Each interview record contains:
- Metadata: Company, date, attendee, outcome, duration
- Summary: AI-generated call summary
- Pain Points: Customer challenges identified
- Requirements: What the customer needs
- Transcript: Full conversation record
- Skills Used: Which skills were activated and why
- Follow-up Actions: Next steps recommended
Usage Pattern
Interview records are automatically created when a session ends. They can be searched and referenced in future prep sessions to:
- Provide continuity with returning customers
- Find patterns across similar customer types
- Track which approaches worked well
- Build institutional knowledge from field conversations