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CarbeneAICarbeneAI/Forge/.claude/skills/CallIntelligence/SKILL.md

CallIntelligence

Skill9 starsChanged 6 months agoMITView on GitHub

Extract structured intelligence from sales and customer success call transcripts. USE WHEN user mentions call transcript, sales call, customer call, call analysis, meeting transcript, PLAUD, call intelligence, OR wants to analyze recorded calls. Outputs to Google Sheets and Discord.

We split this skill into the rules it gives an agent

1 rule. About 0 are common, 1 is distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈1

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Call type (sales/customer_success)

    line 32

≈ “Common” is an estimate: at least 1 in 5 of the 308,232 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

CallIntelligence

Extract actionable intelligence from call transcripts for tracking sales pipeline health, customer sentiment, feature requests, and competitive landscape.

Workflow Routing

WorkflowTriggerFile
Analyze"analyze this call", "process transcript"workflows/Analyze.md
Report"call intelligence report", "weekly call summary"workflows/Report.md

Quick Start

Manual Analysis (Paste Transcript)

User: "Analyze this sales call transcript: [paste transcript]"
→ Uses extract_call_intelligence Fabric pattern
→ Returns structured JSON with competitors, objections, deal probability
→ Optionally appends to Google Sheet

Automated Pipeline (n8n)

Webhook at calls.home.yourdomain.com receives:

  • Client name
  • Call type (sales/customer_success)
  • Transcript text

Pipeline: Webhook → PAI Analysis → Google Sheets → Discord notification

Output Fields

Sales Calls

FieldDescription
summary2-3 sentence call overview
competitorsCompanies/products mentioned as alternatives
objectionsConcerns or pushback from prospect
feature_requestsCapabilities they asked about
deal_probability0-100% likelihood to close
next_stepsAgreed action items

Customer Success Calls

FieldDescription
summary2-3 sentence call overview
feature_requestsDesired new capabilities
recurring_issuesPain points or problems discussed
expansion_signalsInterest in upgrades/growth
sentiment1-10 overall satisfaction score
follow_up_requiredAction items needed

Google Sheets Integration

Sheet: "Call Intelligence" (two tabs)

Sales Calls Tab Columns

Date | Client | Summary | Competitors | Objections | Feature Requests | Deal Probability | Next Steps

Customer Success Tab Columns

Date | Client | Summary | Feature Requests | Recurring Issues | Expansion Signals | Sentiment | Follow-up

Examples

Example 1: Sales Call Analysis

User: "Analyze this sales call with Acme Corp: [transcript]"
→ Reads extract_call_intelligence pattern
→ Applies to transcript with call_type=sales
→ Returns:
  {
    "call_type": "sales",
    "summary": "Initial discovery call with Acme Corp CTO...",
    "competitors": ["Competitor X", "In-house solution"],
    "objections": ["Budget constraints for Q1", "Security review required"],
    "feature_requests": ["SSO integration", "Custom reporting"],
    "deal_probability": 55,
    "next_steps": ["Send security questionnaire", "Schedule technical demo"]
  }

Example 2: Customer Success Check-in

User: "Process this CS call with existing customer Beta Inc"
→ Applies pattern with call_type=customer_success
→ Returns:
  {
    "call_type": "customer_success",
    "summary": "Quarterly review with Beta Inc. Generally satisfied...",
    "feature_requests": ["Mobile app", "Slack integration"],
    "recurring_issues": ["Onboarding new team members is confusing"],
    "expansion_signals": ["Mentioned bringing on 3 new departments"],
    "sentiment": 8,
    "follow_up_required": ["Send onboarding guide", "Intro to account exec for expansion"]
  }

Tools

ToolPurpose
AnalyzeCall.tsCLI tool for transcript analysis, outputs JSON
AppendToSheet.tsAppends analysis results to Google Sheet

Related

  • Fabric Pattern: extract_call_intelligence - Core analysis logic
  • n8n Workflow: Webhook → Analysis → Sheets → Discord
  • Discord: Barnabas posts call summaries to configured channel

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