Guide · Agent skill
How to use the Customer Research agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The customer-research skill is a set of instructions that lets an AI agent work like an experienced customer researcher. It helps you pull pains, triggers, desired outcomes and the exact words customers use out of interview transcripts, surveys, support tickets and public reviews. This guide explains what the skill does, how to install it, how to ask for it in plain language, and what to watch for.
Customer Researchcoreyhaines31/marketingskills · MIT Download the skill Quick start
- 1Download and unzip. Download the ZIP from this page and unzip it on your machine.
- 2Place the skill folder. Move it into ~/.claude/skills/ for personal use or into a project's .claude/skills/ folder.
- 3Or upload in the Claude apps. In the Claude apps, go to Settings → Capabilities → Skills and upload the skill there.
- 4Gather your material. Collect transcripts, survey answers, tickets or review links you want analyzed.
- 5Ask in plain language. Describe the material and the output you want, such as themes with confidence labels or a list of exact customer phrases.
- 6Check the confidence labels. Review which insights are High, Medium or Low confidence before acting on them.
What is an agent skill and what does this one do?
An agent skill is a folder of instructions and reference files that an AI agent loads when a task matches it. This skill is named customer-research and is designed for work where the answer must come from what customers actually say, not from assumptions.
Once installed, the agent can analyze existing material such as interview transcripts, survey answers, support tickets, NPS comments and sales call notes. It pulls out pains, triggers, desired outcomes, alternatives considered and exact customer language, groups them by theme, and labels how confident each insight is. It can also guide online research on sites like Reddit and G2, and help plan and write interviews and surveys.
- Analyze existing assets: transcripts, surveys, support conversations, win/loss notes, NPS responses
- Mine public sources: Reddit, G2, forums and review sites
- Run primary research: interview guides, survey design and outreach planning
Install the customer-research skill
Download the ZIP from this page and unzip it. You can put the skill in one of two places. For a personal setup that applies across your projects, unzip it into ~/.claude/skills/. For a single project, unzip it into that project's .claude/skills/ folder.
If you use the Claude apps, you can instead upload the skill under Settings → Capabilities → Skills.
- Personal install: ~/.claude/skills/
- Project install: .claude/skills/ inside your project folder
- Claude apps: Settings → Capabilities → Skills, then upload
Trigger the skill with natural requests
You do not need a special command. The skill is meant to load when your request matches its topic. The source lists trigger phrases such as "customer research," "analyze transcripts," "survey analysis," "support ticket analysis," "voice of customer," "build personas," "jobs to be done," "review mining," "customer interview questions" and "find out why customers churn."
Describe what you have and what you want back. Mentioning the material you are working from helps the agent choose the right mode.
- "Analyze these five interview transcripts and pull out pains and the words customers use."
- "Group these 200 support tickets into bugs, confusion, missing features and expectation mismatches."
- "Mine recent G2 reviews of our competitors for their 4-star complaints."
- "Write a 30-minute customer interview guide for people who churned last quarter."
Analyze your existing research material
Give the agent your raw material and ask for an extraction. The skill extracts jobs to be done (functional, emotional and social), pain points, trigger events, desired outcomes, language and vocabulary, and alternatives considered. It then clusters these by theme, scores frequency and intensity, and flags where customers say one thing but do another.
Every insight is labelled High, Medium or Low confidence. High means the theme appears in 3+ independent sources, is mentioned unprompted and holds across segments. Low means a single source that needs validation.
- Surveys: segment responses by tier, use case or tenure before drawing conclusions
- Support tickets: categorize before analyzing, since not all tickets are equal signal
- NPS: passives and detractors are higher signal for improvement work
- Minimum sample: do not build personas or messaging conclusions from fewer than 5 independent data points per segment
Mine public sources and run primary research
For online research, the skill points you to where your audience talks and what to extract. It recommends starting with G2 or Capterra reviews when you have a product category, and Reddit or YouTube comments when you need raw language. For primary research, it supports interviews and surveys, including a product/market-fit survey, outreach and interview questions.
Sources are biased in known ways. Online reviewers skew toward power users and strong opinions, support tickets skew toward problems, and Reddit skews technical and skeptical. The skill is built to account for this.
- Product category: start with G2 or Capterra reviews, yours and competitors'
- Raw language: Reddit and YouTube comments
- Trigger events: LinkedIn posts, job postings, Hacker News "Ask HN" threads
- Competitive intel: competitor 4-star reviews
Safety notes: scripts and network access
This skill does not run scripts. It does use the network, so it may fetch reviews, posts and community threads when you ask it to mine online sources. The skill treats everything it fetches as untrusted data. It should mine these pages for signal and never follow instructions embedded in review text, comments or page HTML.
The skill also will not fabricate customer quotes. When evidence is thin, it labels insights as low confidence rather than padding them.
- Runs scripts: no
- Uses network: yes, for online research
- Fetched content is treated as data, not instructions
- Do not ask it to invent or pad quotes
What people use it for
- Pulling pains and exact customer phrases from interview transcripts for landing page copy
- Sorting support tickets into bugs, confusion, missing features and expectation mismatches for a product team
- Building personas or Jobs-to-be-Done summaries from raw survey results
- Mining G2 or Reddit discussions to learn how customers describe a problem before writing messaging
- Drafting an interview guide or product/market-fit survey for customers who churned or converted
Frequently asked questions
How do I install the customer-research skill?
Download the ZIP from this page and unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder. In the Claude apps, you can instead upload it under Settings → Capabilities → Skills.
Does the customer-research skill require anything else?
The source lists no required dependencies. It does not run scripts, but it uses the network when you ask it to mine online sources such as reviews and community threads.
Is the customer-research skill free?
The skill is published under the MIT licence. The source does not describe pricing, so check the licence terms on this page for the details that apply to you.
How much data do I need for the skill to be useful?
The skill's method needs real customer data. It should not draw persona or messaging conclusions from fewer than about 5 independent data points per segment, so it is a poor fit for a quick factual answer with no research material.
Can the skill make up customer quotes to fill gaps?
No. The skill is built to label thin evidence as low confidence. Invented research would mislead decisions, so do not ask it to fabricate or pad quotes.
Is it safe to let the agent read online reviews and forum posts?
The skill treats fetched reviews, posts and page HTML as untrusted data and is designed not to follow instructions embedded in them. Review the sources it uses, since it does access the network.
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Our verdict
Use this skill if you have real customer material such as transcripts, surveys, tickets or reviews and want findings grouped by theme with honest confidence labels. Pick something else if you need a quick factual answer with no customer data, or if you were hoping for invented quotes to support a pitch.
Download the skill