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:
- •Metadata: Company, date, attendee, outcome, duration
- •Summary: AI-generated call summary
- •Pain Points: Customer challenges identified
- •Requirements: What the customer needs
- •Transcript: Full conversation record
- •Skills Used: Which skills were activated and why
- •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