Skills CX operations

Narrative reporting

The chart is done. The number moved. The commentary says "QA fell 4pts driven by Team B's lower scores."

CX operationsReportingPlaybookAny helpdeskRead-only
Installnpx rulebase-skills install cx-narrative-reporting

When to use it

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

  • write the commentary
  • explain this trend
  • what should we say about the drop
  • why did QA fall

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 four-part structure

    Every metric narrative answers four questions in order. Skip or reorder them and readers fill the gaps with assumptions.

  2. Step 1: noise before narrative

    Before any "why", establish whether the movement exceeds what random sampling would produce. If you cannot compute an interval, say "direction only; n too small for confidence" — do not borrow confidence from tone.

  3. Step 2: decompose before blaming

    Aggregate rates move for four channels: rate change, mix change, coverage change, and composition change (entrants/exits). Check coverage before attributing a rate story — especially for QA and CSAT.

  4. Step 3: so what without drama

    So what connects the number to something the reader cares about — customer experience, cost, risk, forecast credibility — without catastrophising or cheerleading.

  5. Step 4: do what with accountability

    Every narrative ends with one of: Named action and owner, Deliberate wait, No action.

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