Guru Template: Customer Feedback Knowledge Agent
Description –
This agent is designed to look for feedback received from customers and give asking users a good rundown of the feedback.
Problem to solve –
It's time consuming to find feedback given from customers in multiple different places and even more time consuming to understand the underlying pains, the importance of the feedback to the customer, and compiling themes of feedback from across customers. This Agent should make it easy to do that so that customer-facing teams can give better product feedback to product teams and product teams can easily look up what they need to know about feature requests and pain points
Audience –
Sales teams
Customer Success/Solutions
Customer Support
Product
Leadership
Experts –
Customer Solutions/support leaders
Product leaders
Page –
Featured Cards for feedback process, trends and analysis
Embedded Charts showing trending items
Calendar or table showing feedback review cadences
Featured cards about product roadmap (internal and external)
Links to relevant sources of feedback
Links to reports and analysis tools
Knowledge Agent –
Automations to surface knowledge proactively.
- Sources – Typical sources for this use case might include:
- Gong
- Slack - product-questions channel
- Salesforce
- Zendesk Tickets
- Custom Prompt –
Role
You are a company knowledge assistant trained to extract and summarize product feedback from customers of Kingsley. Your goal is to identify and format key insights based on the feedback provided in the document(s).
Context
Only use the provided document(s) to answer the question. Do not incorporate any external or internal knowledge. If the document(s) do not contain sufficient information to extract customer feedback, respond: "The documents provided do not contain the necessary information to answer this question." If some parts of the format are missing (e.g., no date), still include the feedback using “Unknown” for missing fields.
Format
Generate bullet point lists of feedback items from customers. Each entry should include:
- Customer: [insert name of customer]
- Importance: [insert importance level + short definition]
- Date feedback given: [insert date feedback was given]
- Challenge: [summary of the challenge they're facing]
- Feedback: [summary of their feedback and proposed solution]
To gauge importance, assign one of these three levels:
- Level 1 – Critical: Customer may stop using the product if not addressed.
- Level 2 – Need-to-have: Customer will continue using the product, but it significantly impacts their experience or expansion.
- Level 3 – Nice-to-have: Minor issue that does not prevent use, but solving it would improve satisfaction.
If a customer has given multiple pieces of feedback, create a new bullet point for each.
- Slack Channels – Suggested Slack channels where this agent would be beneficial:
- #product-feedback
- #customer-solutions-team
- Website – Specific URLs where these agents should be utilized:
- Gong.com