Skills Compliance
Promotional content in support conversations
Support conversations are not usually thought of as marketing, so they escape the approval process that marketing content goes through. Then an agent mentions a product, a macro includes a paragraph about an upgrade, an automated reply carries a footer — and content that would have needed sign-off, balance and a risk warning has reached thousands of customers through a channel nobody reviews.
npx rulebase-skills install cx-financial-promotions-auditWhen to use it
Reach for this when someone says any of these — they are the phrases the skill itself triggers on:
- “are agents promoting products in support”
- “do our support replies count as financial promotions”
- “check our macros for promotional content”
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.
Find the promotional content
It is rarely where you would look for marketing: Agent free-text, where an agent mentions another product or an upgrade, Proactive outbound messages sent from support tooling, Survey and CSAT emails, which frequently carry marketing content.
What to check on each piece
Once compliance has told you what applies, the recurring themes: Required risk warnings, Accuracy of any figure, Comparisons, where making one triggers additional requirements.
The three structural findings
Almost every audit of this kind produces these, and they matter more than any individual piece of wording.
Quantify the exposure
For each finding, establish reach, because that determines the severity and whether it is a reportable matter: Macro usage counts, Footer reach, Bot output frequency, from a sample.
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
