# Requirements: Voice of the Customer

> **Version 1.0.0 · Last updated 2026-10-22 · Estimated setup time: 15–30 minutes**
>
> 🧩 **Based on the prebuilt skill `Voice-of-the-customer`.** You attach it; you don't have to write it.

---

## 1. Required skills / operators

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

| # | Skill / operator (exact name) | Used for |
|---|---|---|
| 1 | **Voice-of-the-customer** (prebuilt skill) | Report logic |
| 2 | **GoogleGmailOperator** or the **Outlook email operator** | Read customer threads; send the report |
| 3 | **Scheduled task** (`platform`) | Daily run |

At least one source is needed; more is better (section 3).

## 2. Connections and minimum permissions

| Connection | Minimum permission |
|---|---|
| Gmail / Outlook | **Read** + **Send** (send to the requesting user) |
| Salesforce / HubSpot | **Read** cases / notes and engagements |
| Linear | **Read** issues |
| Drive / OneDrive | **View** the transcript folder |
| Slack / Teams | **Post** (only if you use channel posts) |

You sign in yourself. The clone never needs your password.

## 3. Optional add-ons and mapping

| Add-on | Adds | Operator |
|---|---|---|
| CRM | Support case or note signal | SalesforceCaseOperator / HubspotEngagementOperator |
| Linear | Customer-driven issues | Linear_Operator |
| Transcripts | Call and meeting signal | GoogleDriveCoreOperator / Microsoft_OneDrive, `meeting_archive`, `call_archive` |
| Knowledge | Internal notes | `search_knowledge` |
| Channel | Team post | Slack or Teams |

| Concept | Salesforce | HubSpot |
|---|---|---|
| Support item | Case | Note / engagement (HubspotEngagementOperator) |
| Customer org | Account | Company |

## 4. Data prerequisites

- [ ] Customer emails flow through the connected mailbox
- [ ] Transcripts saved in one consistent folder (or captured by `meeting_archive` / `call_archive`)
- [ ] Linear issues that come from customers are labeled or mention the account
- [ ] Decide the recipient (default: the requesting user)

## 5. Roles and permissions

| Role | Needs |
|---|---|
| Requesting user | Can connect own email and approve the plan |
| Admin | Can connect shared CRM or Linear if needed |

## 6. Estimated setup time

| Task | Time |
|---|---|
| Discovery and placeholders | 5–10 min |
| Connect sources | 5–15 min |
| Attach skill, schedule, test | 5 min |
| Total | 15–30 min |

## 7. Pre-flight checklist

- [ ] Email connected
- [ ] Other sources connected as available
- [ ] Transcript folder identified
- [ ] Run time decided

## 8. You're ready when…

- ✅ Voice-of-the-customer is attached
- ✅ Sources are connected (or reported "not connected")
- ✅ A weekday scheduled task exists
- ✅ A test report arrived with a Wins & Love section