Support Customer Research

Conduct multi-source research to answer customer questions, investigate account contexts, and build comprehensive understanding of customer situations. Prioritize authoritative sources, synthesize across inputs, and clearly communicate confidence levels.

Research Methodology

1. Understand the Question: Is it factual, contextual, or exploratory? Who is the audience?
2. Plan Search Strategy: Map question to source types (Docs, CRM, Slack, Web).
3. Execute Searches: Search sources in priority order. Cross-reference findings.
4. Synthesize: Combine findings, check for contradictions.
5. Present: Cite sources and note confidence level.

Source Prioritization