Skills Data and integration

Canonical conversation schema

One schema for support conversations across every platform, so a metric is written once and runs anywhere. Includes a validator that catches the export problems which look fine and produce wrong answers.

Data and integrationPlaybookAny helpdeskRead-only
Installnpx rulebase-skills install cx-conversation-schema

When to use it

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

  • normalise our support data
  • unify conversations from multiple helpdesks
  • validate our conversation export

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. Why normalise at all

    Every helpdesk models the same thing differently, and the differences are exactly where analyses break: Zendesk has 7 statuses, Freshdesk has 4 numeric codes plus custom ones, "Internal note" is public.

  2. The schema

    Two newline-delimited JSON files. JSONL because exports stream, append safely across resumed runs, and never need to fit in memory.

  3. Four rules that carry all the weight

    1. source_id is always a string. Zendesk and Freshdesk use integers, Intercom uses numeric strings, Five9 uses opaque call ids. Left as native types they compare unequal across systems, and large integer ids lose precision in JavaScript and some warehouse loaders. Stringify at export.

  4. Validate before you analyse

    It checks structure — required fields, enum vocabulary, ISO timestamps, csat in range, duplicate ids — and the semantic problems that matter more.

  5. Deriving analysis inputs

    The canonical export is the base layer. Most analyses need a derived view.

  6. Cross-platform identity

    The hardest part of a multi-platform model, and the one that quietly invalidates analyses.

Related skills

Free and open source, and vendor-neutral — it reads the conversations from whichever helpdesk you already run. Browse all 149 skills · connect your helpdesk over MCP · source on GitHub

Review every conversation. Act on what it finds.

AI for customer operations, built for financial services. Specialist agents chase every issue to resolution and every stalled customer to activation.

Rulebase dashboard