Skills Compliance

Audit trail integrity

Someone asks why a specific customer got a specific outcome, or why an agent received a specific score, and the answer has to be reconstructible from records — not from somebody's memory of a meeting.

ComplianceEvidence and auditAnalysisAny helpdeskRead-only
Installnpx rulebase-skills install cx-audit-trail-integrity

When to use it

Reach for this when someone says any of these — they are the phrases the skill itself triggers on:

  • can we prove why this decision was made
  • is our audit trail complete
  • reconstruct how this score was produced

How it works

The method, in the order the skill runs it. The full procedure — tables, worked examples and the edge cases — is in the skill itself.

  1. The chain, link by link

    Pick a decision and try to walk it backwards. Each link is a place trails break: What the customer or agent was told, and when.

  2. The failures that break reconstruction

    Version amnesia. A scorecard, policy or knowledge article that changed after the decision, with no way to retrieve what it said at the time. This silently invalidates every historical assessment — the score is there, the standard it was measured against is gone. Check whether your rubric and policy artefacts are versioned and whether an assessment records the version it used, not just its own timestamp.

  3. Test it, do not assess it from documentation

    Sample real decisions and attempt reconstruction end to end. This is the whole method, and it produces findings that a documentation review never will.

Related skills

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