# Requirements: Customer Pulse

> **Version 1.0.0 · Last updated 2026-10-22 · Estimated setup time: 20–40 minutes**

> 🧩 **Based on the prebuilt skill `Customer-Pulse`.** You attach it; you don't have to write it.

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## 1. Required skills / operators

| # | Skill / operator (exact name) | Used for | Required? |
|---|---|---|---|
| 1 | **Customer-Pulse** (prebuilt skill) | The briefing | Required |
| 2 | **GoogleGmailOperator** or the **Outlook email operator** | Customer threads; sends the briefing | Required |
| 3 | **GoogleCalendarOperator** or the **Outlook calendar operator** | Meetings in the window | Recommended |
| 4 | **meeting_archive**, **call_archive** | Transcripts of meetings and phone calls | Optional |
| 5 | Salesforce operators (SalesforceAccountOperator, SalesforceOpportunityOperator, SalesforceCaseOperator, SalesforceActivityOperator) or HubSpot operators (HubspotCompanyOperator, HubspotDealOperator, HubspotEngagementOperator) | Account list and CRM changes | Strongly recommended |
| 6 | **Linear_Operator** | Customer-linked issues | Optional |
| 7 | **search_knowledge** | Knowledge base notes | Optional |
| 8 | **platform** | Attach the skill, schedule | Required |

> Skill names can differ slightly between orgs. Confirm the exact names in your skill catalog before saving the skill.

## 2. Connections and minimum permissions

| Connection | Minimum permission | Why |
|---|---|---|
| Email | Read + Send | Read threads; send the briefing |
| Calendar | Read | Meetings in the window |
| Salesforce or HubSpot | Read | Account, deal, case/engagement, activity changes |
| Linear | Read | Customer-tagged issues |
| Knowledge bases | View (shared with the clone) | Account notes |
| Slack or Teams (optional) | Post to the channel | Delivery |

All connections are made by you through sign-in (OAuth). Your clone never needs your password.

## 3. Optional add-ons and CRM mapping

| Add-on | Adds |
|---|---|
| meeting_archive, call_archive | What was said and promised |
| Linear | Bugs and requests tied to customers |
| Knowledge base | Internal account notes |
| Slack or Teams | A short channel version |

| Concept | Salesforce | HubSpot |
|---|---|---|
| Account | Account (SalesforceAccountOperator) | Company (HubspotCompanyOperator) |
| Deal | Opportunity (SalesforceOpportunityOperator) | Deal (HubspotDealOperator) |
| Support item | Case (SalesforceCaseOperator) | Notes/tasks via HubspotEngagementOperator (no ticket operator) |
| Activity | SalesforceActivityOperator | HubspotEngagementOperator |

## 4. Data prerequisites

- [ ] CRM accounts or companies have a website or email domain.
- [ ] Contacts have email addresses so threads can be matched.
- [ ] You know how customers and prospects are told apart (stage, type, lifecycle).
- [ ] Linear issues mention or link the customer (optional).
- [ ] Knowledge base shared with the clone (optional).

## 5. Roles and permissions

| Who | Needs to |
|---|---|
| Clone admin | Attach the skill, approve the plan, create the schedule |
| Connection owner | Sign in to email, calendar, CRM, Linear |
| CRM admin | Grant a read-only user if required |

## 6. Estimated setup time

| Step | Time |
|---|---|
| Pre-flight | 5 min |
| Discovery and plan | 5–10 min |
| Sign-ins | 10–20 min |
| Test run | 5 min |
| **Total** | **20–40 min** |

## 7. Pre-flight checklist

- [ ] I'm the clone admin (or have one)
- [ ] Customer-Pulse is in my catalog
- [ ] Email (Gmail or Outlook) can be connected
- [ ] CRM (Salesforce or HubSpot) can be connected with read access
- [ ] (Optional) Calendar, Linear, meeting_archive, call_archive, knowledge base
- [ ] I've chosen `{WINDOW}`, `{ACCOUNT_FILTER}`, `{BRIEFING_RECIPIENTS}`

## 8. You're ready when…

- ✅ Customer-Pulse is attached.
- ✅ Email and a CRM are connected.
- ✅ A test run produced a briefing with a correct source-status line.
- ✅ (Optional) A scheduled task is created.

Then download **CLONE-INSTRUCTIONS.md** and give it to your clone.