Customer Pulse

Quick start

Ask: "How are customers feeling this month?"

Claude pulls disputes, tickets, email threads, and Intercom conversations for the last 30 days, groups them into 3–5 themes with verbatim evidence, and delivers a "do these 3 things this week" action list.

To include Google/Yelp reviews, paste them after triggering — or say "I have some reviews to add."

Workflow

1. Set the date window. Default: last 30 days. If the user specifies a range, use it.

2. Pull PayPal disputes. Fetch disputes opened in the window. If the PayPal API returns a rate-limit error, skip and add PayPal: rate-limited — not included to the Sources section. Do not retry; do not error. See reference/gotchas.md for the rate-limit pattern.

3. Pull HubSpot tickets and feedback. Fetch open and recently closed tickets. If 0 tickets exist, record HubSpot tickets: 0 and continue — do not surface a warning.

4. Pull Gmail threads. Search for threads in the window containing: refund cancel unhappy issue problem disappointed frustrated broken late slow wrong missing. Extract subject lines and 1–2 sentence excerpts per thread.