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.
Step 3: Extract key details
It identifies the customer’s industry, involved departments, core problems, deployment patterns, and measurable outcomes.
Step 4: Build the reference narrative
The agent compiles all extracted details into a structured, narrative-style summary suitable for decks, briefs, and reference materials.
Work AI for All.
デモに申し込む