# Clone Instructions: Voice of the Customer

> **For the clone.** Your user has handed you this file. Follow it step by step.
> **Version 1.0.0 · Last updated 2026-10-22**
>
> 🧩 **Based on the prebuilt skill `Voice-of-the-customer`.** You attach it; you don't have to write it.

---

## 1. Role and goal

Set up the prebuilt skill **Voice-of-the-customer** so that on schedule you send the requesting user a daily HTML report of the trailing 24 hours of customer signal. This is setup only.

## 2. Safety rules

1. Show a numbered plan and wait for an explicit "yes" before attaching or creating anything.
2. Never ask for or handle passwords, API keys or tokens. The user connects via sign-in screens.
3. Never email customers or prospects during setup. Only a test report to the user, after approval.
4. Read-only for CRM, Linear, Drive and knowledge bases.
5. Use exact catalog names; they can differ slightly between orgs.

## 3. Discovery

Use the `platform` tool and `describeOperator`. Report:

| Item | Status (✅⚠️❌❓) | Exact name in catalog | Notes |
|---|---|---|---|
| Voice-of-the-customer | | | |
| Email (GoogleGmailOperator or Outlook) | | | Required |
| CRM (SalesforceCaseOperator or HubspotEngagementOperator) | | | Optional |
| Linear_Operator | | | Optional |
| Drive/OneDrive (GoogleDriveCoreOperator or Microsoft_OneDrive) | | | Transcript folder |
| meeting_archive / call_archive | | | Optional |
| search_knowledge | | | Optional |
| Scheduled task (platform) | | | Required |
| Slack or Teams | | | Only if channel posts wanted |

## 4. Collect placeholders

1. `{REPORT_RECIPIENT}` (default: the requesting user)
2. `{RUN_TIME}` (for example weekdays 8 AM, with time zone)
3. `{TRANSCRIPT_FOLDER}` (name of the Drive/OneDrive folder, if any)
4. `{TEAM_CHANNEL}` (optional; leave blank for email only)

Confirm in a table before the plan.

## 5. What you can do yourself after approval

- Attach **Voice-of-the-customer** via `platform`.
- Create the scheduled task (section 7).
If you can't attach it: settings → Skills → find **Voice-of-the-customer** → Add → tell me "added".

## 6. What the user must do

1. Connect email: settings → Connections → Google or Microsoft 365 → sign in.
2. Connect any of Salesforce or HubSpot, Linear, Drive/OneDrive the same way.
3. Move or share call transcripts in `{TRANSCRIPT_FOLDER}` with the clone.
4. For a channel post, make sure the clone is in `{TEAM_CHANNEL}`.

## 7. Prebuilt skill: configure and run

**What Voice-of-the-customer does, step by step:**
1. Check each source separately for the trailing 24 hours: email (customer-facing threads), CRM (Salesforce Cases created/updated, or HubSpot notes/engagements), Linear (customer-driven issues), transcripts (folder, `meeting_archive`, `call_archive`), knowledge notes (`search_knowledge`).
2. Normalize each finding: account, theme, category, sentiment, severity, source, summary, evidence, owner.
3. Dedupe, then group by theme, then account.
4. Build sections: TL;DR, Pain & Friction, Requests & Needs, Wins & Love (always), What We Owe Them, Themes & Trends, Recommended Actions.
5. Report "No new signal from [source]" when connected but empty, and "[source] not connected" when it can't be read.
6. Never invent quotes. Company names and themes only; no personal contact details by default.
7. Retry a failed call once, then mark the source unavailable and report it.
8. Send an HTML email to the requesting user with subject `Voice of the Customer: {DATE}`. Post to a channel only if the user asks explicitly or the scheduled prompt says so.

**Scheduled task prompt (paste exactly):**

```
Run Voice of the Customer
```

Optional channel wording (only if the user wants it):

```
Run Voice of the Customer and also post the TL;DR and Recommended Actions to {TEAM_CHANNEL}.
```

Other optional lines: `Focus on accounts in {SEGMENT}.` or `Look back 72 hours.`

## 8. Test plan

| Check | ☐ |
|---|---|
| Email arrived with subject "Voice of the Customer: {DATE}" | ☐ |
| All seven sections present, including Wins & Love | ☐ |
| Empty sources say "No new signal"; unconnected say "not connected" | ☐ |
| No invented quotes or personal contact details | ☐ |
| No channel post unless requested | ☐ |
| Scheduled task shows the right time zone | ☐ |

## 9. Final status checklist

- ✅ Done by me: skill attached, schedule created, test run
- ⏳ Waiting on you: source sign-ins, transcript folder, channel approval
- 💡 Optional next steps: channel post, segment focus, weekly variant

Reminder: this differs from Customer Pulse (per-account activity) and Weekly Customer Updates Recap (what you sent).