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Archive of past customer interviews. Contains full transcripts, summaries, pain points, outcomes, and skills used. Use for referencing previous conversations with the same company or finding similar case patterns.

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

name interview-records
description Archive of past customer interviews. Contains full transcripts, summaries, pain points, outcomes, and skills used. Use for referencing previous conversations with the same company or finding similar case patterns.

Interview Records Skill

Purpose

This skill stores complete interview records from customer calls. Each record captures the full context of a conversation for future reference.

When to Use

  • "Have we talked to this company before?"
  • "What did we discuss with FinBot last time?"
  • "Find similar fintech customer conversations"
  • "What objections came up in past calls about token costs?"

Record Structure

Each interview record contains:

  1. Metadata: Company, date, attendee, outcome, duration
  2. Summary: AI-generated call summary
  3. Pain Points: Customer challenges identified
  4. Requirements: What the customer needs
  5. Transcript: Full conversation record
  6. Skills Used: Which skills were activated and why
  7. Follow-up Actions: Next steps recommended

Usage Pattern

Interview records are automatically created when a session ends. They can be searched and referenced in future prep sessions to:

  • Provide continuity with returning customers
  • Find patterns across similar customer types
  • Track which approaches worked well
  • Build institutional knowledge from field conversations