Published at: 2026-09-17

Customer voice agent

Turn scattered customer feedback into decision-ready insight.

Overview

The Customer Voice Agent is designed for managers. It aggregates Account Complaint signals, requests, comments, and trends from customers. It also recommends the next action.
This agent is not an Account Field catalog. It is closer to a business judgment output.

Core concepts

Concept Description Related Object
Customer voice A recent summary of customer feedback Sales Records and Meeting Records
Customer voice report An analysis deliverable for managers Reports and recommendations
Next-step recommendation The action direction suggested by the system Follow-up actions

Capabilities and outputs

Capability Scenario Core output
Customer voice analysis Review customer feedback and focus areas Customer voice reports, satisfaction insight, and complaint reports
[!NOTE] Related skill sfa-customer-voice-skill

How it works

  1. The system collects account feedback from Sales Records and Meeting Records.
  2. It consolidates scattered signals and extracts shared issues and trends.
  3. It generates a report and adds next-step recommendations.

What the result looks like

The Customer Voice report first shows the overall distribution. It then breaks down mention rate, sentiment, risk, and trend signals.
Customer voice report example

Access and configuration

Setting Recommended value Description
Skill activation Enabled Enables the Customer Voice capability.
Intent routing Customer Voice Routes requests that mention Customer Voice reports.
Primary output Markdown Generates the body content in Markdown first.
HTML output Enabled Generates the presentation view by default.
Data coverage summary Enabled Shows the read status for Sales Records and Meeting Records.
[!NOTE] Enable this skill sfa-customer-voice-skill

Preset data sources

Record Description
Sales Records and Follow-Up Activity Recent interactions, verbatim quotes, sentiment, and competitor signals
Meeting Records Meeting content, discussion outcomes, and action recommendations
[!NOTE] Record identifiers ActiveRecordObj
AIMeetingObj

Typical prompts

  • Analyze customer voice from the last month.
  • What are customers dissatisfied with recently?
  • Create a Customer Voice report for me.
  • How is the Customer Voice trend for the East China sales team?

Business value

  • Turns scattered feedback into business insight.
  • Helps managers identify shared issues and trends quickly.
  • Provides actionable recommendations for the next step.

Usage notes

  • Customer Voice quality depends on the completeness of ShareCRM Sales Records and Meeting Records.
  • Customer Voice methods provide inference only. They do not replace direct customer evidence.
  • Entry points and button names depend on your tenant configuration. Confirm them in the current product interface.

Related topics

  • Customer Briefing Agent
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