Skills CX operations

Resolving customer identity across channels

This links people, not tickets. Deduplicating conversations that are the same request is a different job; this one asks whether the person who called on Tuesday is the person who emailed on Thursday, so that per-customer measures mean anything.

CX operationsChannels and experienceAnalysisAny helpdeskRead-only
Installnpx rulebase-skills install cx-customer-identity-resolution

When to use it

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

  • which customers contacted us on multiple channels
  • how many separate tickets are actually the same person
  • true contact rate per customer

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 asymmetry that sets every threshold

    Merging two different customers is far worse than failing to merge one.

  2. Signals, ranked by reliability

    Use them in this order, and stop as soon as a deterministic signal settles it.

  3. The traps

    Each of these produces confident false merges, and every one of them is common.

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.

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