Customer reference summary

Create polished, reusable customer reference summaries from scattered notes.

Overview

The customer reference summary agent compiles a clean, coherent customer reference from notes, emails, presentations, feature requests, and call transcripts. Starting from a single input — the customer’s name — the agent assembles the customer’s industry, teams involved, challenges they aimed to solve, how they adopted the solution, and the measurable outcomes they achieved. The result is a standardized, reference-ready narrative that marketing, sales, and leadership can reuse across decks, briefs, and customer-facing materials without digging through internal systems.

See it in action

Capabilities

Combines details from notes, emails, presentations, recordings, and feature requests to eliminate manual hunting.
Creates a consistent, story-ready view of each customer that sales, marketing, and execs can reuse across assets.
Highlights outcomes with specific metrics and proof points to strengthen credibility.

Example output

Customer reference summary — Acme Corp.

Industry vertical: Industrial manufacturing and distribution

Departments using our solution

Customer support
Operations

Problem or issue they were trying to solve

Acme faced several operational challenges:

Slow responses to internal and external questions
Inconsistent handoffs between sales, implementation, and support
Long ramp times for new hires who struggled to track down context

How they have deployed and are using our solution

Initial rollout: Started with support and operations so teams could locate similar past cases, product details, and internal decisions.
Systems connected: Integrated email, chat, documentation repositories, and ticketing tools

Business value results from adopting the solution

Support teams resolve common issues 25–30% faster based on internal SLA analysis.
New hires reach full productivity about two weeks sooner than previous cohorts.
Managers report fewer escalations and more bandwidth for proactive improvements.

Summary

Acme’s rollout shows how consolidating scattered knowledge into one workspace can speed responses, strengthen cross-team handoffs, and simplify onboarding — making Acme an ideal candidate for future customer references.

Agent workflow

Step 1: Trigger the workflow

The user enters a customer name and runs the agent.

Step 2: Search internal sources

The agent searches company knowledge for materials referencing the customer, including Slack, emails, presentations, call recordings, and feature requests.