rulebase-co
Organization150 agent skills for customer support and CX operations — QA, compliance, RevOps, forecasting, coaching. For Claude Code, Codex and Cursor. npx rulebase-skills install <slug>
Categories
Indexed Skills (50)
cx-ai-disclosure
Use to design and audit how customers are told they are interacting with AI, or that AI was involved in a decision about them, and to evidence that it happened. Trigger for "do we tell customers it's a bot", "AI disclosure requirements", "should the bot say it's not human", "customer asked if they were talking to a person", AI transparency obligations, or evidencing that an AI-assisted decision was explained.
cx-audit-trail-integrity
Use to verify that the chain from conversation to evaluation to decision is complete and reconstructible, so a QA score or a customer outcome can be explained months later. Trigger for "can we prove why this decision was made", "is our audit trail complete", "reconstruct how this score was produced", evidencing an AI-assisted decision, or an auditor asking how a conclusion was reached.
cx-call-recording-governance
Use to review how call recordings are notified, stored, accessed, redacted and deleted, including the parts that differ from text conversations. Trigger for "review our call recording practices", "do we need to tell customers we're recording", "who can listen to our calls", recording retention, card details spoken on a call, or a request for a customer's own recording.
cx-case-timeline
Use to reconstruct what actually happened to one customer across every conversation, channel and handoff, for an escalation, complaint, post-mortem or goodwill decision. Trigger for "build a timeline for this customer", "what happened on this case", "summarize the back-and-forth before I decide", "when were they first told", escalation summaries, complaint investigations, or a case spanning several tickets.
cx-change-evidence
Use to prove that a support process, policy or script change actually took effect — when, for whom, and whether behaviour followed — rather than that it was approved. Trigger for "prove we made that change", "when did this policy actually change", "did the team adopt the new process", evidencing remediation, "we told everyone" claims, or a change that was signed off and never landed.
cx-collections-conduct
Use to audit arrears, collections and financial-difficulty conversations for fair treatment — forbearance offered, pressure absent, vulnerability recognised. Trigger for "audit our collections calls", "are we treating customers in arrears fairly", "did we offer forbearance", financial difficulty handling, payment plan conversations, or a complaint about collections conduct.
cx-complaint-classification
Use to design or audit complaint identification and classification in customer support, especially in regulated sectors. Trigger for "are we identifying complaints correctly", "complaint detection", regulatory complaint definition, FCA or CFPB complaint handling, vulnerable customer identification, root cause categorisation for complaints, or building an AI classifier for complaints.
cx-complaint-root-cause
Use to find the causes behind a complaint population and track whether remediation actually stopped them recurring. Trigger for "root cause analysis on our complaints", "why do we keep getting the same complaints", "complaint themes and remediation", recurring complaint categories, complaint reduction programmes, or a remediation that was signed off and did not work.
cx-complaints-sla
Use to compute and monitor regulated complaint deadlines — acknowledgement, holding response, final response — against business-day calendars, and to find cases about to breach. Trigger for "are we meeting our complaint deadlines", "complaint SLA breaches", "final response deadline", "which complaints are about to breach", complaint ageing reports, or building a complaints deadline monitor.
cx-conduct-risk-monitoring
Use to monitor support conversations for conduct risk — pressure, mis-selling, unfair outcomes, obstruction and misleading statements — as distinct from whether the answer matched policy. Trigger for "monitor for mis-selling", "conduct risk in our support conversations", "are agents pressuring customers", "customers being obstructed from cancelling", conduct surveillance, or a conduct finding raised by second line.
cx-consumer-outcome-evidence
Use to assemble evidence that customers are getting good outcomes from support, at the level a board or regulator expects, rather than reporting activity metrics. Trigger for "evidence our customers get good outcomes", "consumer duty evidence from support", "board report on customer outcomes", outcomes-based regulatory reporting, or a request to show harm is not occurring.
cx-control-testing
Use to test whether a support control actually operates, the way an auditor would test it, rather than confirming it exists on paper. Trigger for "test our controls", "does this control actually work", second-line assurance over support, control effectiveness testing, preparing for an internal audit, or a control that passed review and then failed in practice.
cx-data-flow-review
Use to map where support conversation data actually goes — systems, vendors, countries, AI providers — and compare it against what the privacy notice and records say. Trigger for "where does our support data go", "map our data flows", "which vendors process our conversations", cross-border transfer review, ROPA accuracy for support, or a new tool that was connected without a review.
cx-data-minimisation-review
Use to find personal data support collects and stores that nothing actually uses, and to stop collecting it. Trigger for "do we collect too much data", "which fields do we actually use", data minimisation review, "why do we ask customers for this", reducing breach exposure, or a form that grew a field every quarter.
cx-disclosure-audit
Use to check that required disclosures, consents and notices were actually given in support conversations — the right wording, at the right point, through a channel the customer could act on. Trigger for "did we give the required disclosure", "are we capturing consent properly", "recording notification audit", "check our mandatory notices", disclosure compliance, or a complaint that a customer was not told something.
cx-dispute-quality
Use to audit how payment disputes, chargebacks and unrecognised-transaction claims are handled against scheme deadlines and evidence standards. Trigger for "audit our dispute handling", "chargeback quality review", "are we meeting scheme deadlines", unrecognised transaction claims, provisional credit decisions, or a customer complaining their dispute was rejected unfairly.
cx-duplicate-detection
Use to find duplicate or repeated support conversations and produce a reviewable merge plan. Trigger for "find duplicate tickets", "customers contacting us twice about the same thing", deduplicating a helpdesk, cleaning up ticket volume, or measuring how much of your contact volume is the same issue submitted more than once.
cx-emerging-harm-scan
Use to scan support conversations for a harm nobody has categorised yet — a new failure mode, a scam pattern, or a product change hurting a group of customers before it shows in any metric. Trigger for "is anything new going wrong", "scan for emerging issues", "early warning from support", horizon scanning, a new scam pattern, or preparing for a question about what you might be missing.
cx-erasure-plan
Use to build a data-subject erasure plan for support conversations — GDPR right to erasure, CCPA deletion, right to be forgotten. Trigger for "delete this customer's data", DSR or SAR erasure request, GDPR deletion from our helpdesk, redacting personal data from tickets, or working out what can and cannot be erased.
cx-financial-promotions-audit
Use to check whether support conversations contain promotional content that has to meet financial-promotion or advertising standards, and whether it does. Trigger for "are agents promoting products in support", "do our support replies count as financial promotions", "check our macros for promotional content", balanced-presentation review, risk-warning requirements, or a marketing message reaching customers through a support channel.
cx-fraud-and-scam-signal
Use to surface fraud, scam and financial-crime signals that customers describe to support before detection systems see them, and to check whether agents recognised and routed them. Trigger for "are customers reporting scams", "new scam pattern targeting our customers", "did we spot the fraud signals", authorised push payment scams, "customer was coached by someone on the phone", or fraud reports arriving through support.
cx-pii-redaction-audit
Use to check whether a conversation export, dataset or AI pipeline is leaking personal data that should have been redacted, and to measure how well the redaction actually works. Trigger for "is this export safe to share", "check our redaction", "can we use support transcripts for training", sending transcripts to a vendor or model, "is there PII in this dataset", or before opening support data to a wider audience.
cx-policy-practice-divergence
Use to check whether what agents actually tell customers matches documented policy, across every conversation where a topic came up. Trigger for "did we give customers the wrong information about X", "are we answering this consistently", "find every instance where agents said X", "check our answers against the knowledge base", answer-consistency audits, or a complaint that hinges on what a customer was told.
cx-quality-attestation
Use to sign off a QA period for audit or governance — stating what is being attested to, on what evidence, and with which limitations. Trigger for "sign off the QA period", "attest to our quality results", "monthly QA governance pack", "certify the quality figures", or being asked to confirm quality was assured for a period.
cx-record-retention-audit
Use to compare a support data retention policy against what is actually still stored, and find both over-retention and premature deletion. Trigger for "are we deleting support data on time", "retention audit", "how long do we keep transcripts", "we still have data from 2018", conflicting retention obligations, or preparing for a data protection review.
cx-redress-consistency
Use to audit whether similar customers with similar failures received similar redress, and to find variation that could not be defended. Trigger for "are our refunds consistent", "do we compensate similar cases the same way", "audit our goodwill decisions", redress fairness review, customers who escalate getting more, or a complaint that someone else was treated better.
cx-regulated-advice-boundary
Use to find where support agents cross from information into regulated advice or a personal recommendation, and to design the boundary so they can still be helpful. Trigger for "are agents giving advice", "where's the line between information and advice", "should agents recommend a product", guidance versus advice boundary, agents answering "what would you do", or a complaint that an agent recommended something.
cx-regulatory-reporting-pack
Use to assemble a pack of support evidence for a regulator, auditor or supervisory request, at the standard of reproducibility those audiences apply. Trigger for "the regulator has asked for", "prepare an audit pack", "evidence request from compliance", supervisory information request, s166-style review support, or assembling complaint and QA evidence for an external body.
cx-subject-access-request
Use to fulfil a subject access request from support data — finding everything about the person, and deciding what must be redacted before disclosure. Trigger for "handle this SAR", "subject access request", "customer wants all their data", DSAR fulfilment from support systems, "a customer asked for their call recordings", or an employee requesting their own QA records.
cx-third-party-risk
Use to review how an outsourcer, BPO or vendor handles your customer data and meets your conduct obligations, using evidence from the work rather than from their questionnaire answers. Trigger for "review our BPO's data handling", "vendor risk assessment for our outsourcer", "are our partners compliant", third-party oversight, outsourcing due diligence, or a supplier audit of a support vendor.
cx-training-data-eligibility
Use to assess whether support conversations can be used to train, fine-tune or evaluate a model, and to build a filtered dataset if they can. Trigger for "can we train on our support data", "use transcripts to fine-tune a model", "build an eval set from real conversations", "is it ok to send our tickets to a model provider", or preparing support data for machine learning.
cx-vulnerability-detection
Use to identify signals of customer vulnerability in support conversations and audit whether they were recognised and acted on. Trigger for "identify vulnerable customers", "did we spot the vulnerability signals", "customers in financial difficulty", bereavement or health disclosures in support, vulnerable customer handling audits, or designing vulnerability recognition for a support team.
cx-abandonment-analysis
Use to analyse chat and call abandonment, queue patience, and what a high FCR may be hiding when abandoned contacts never become tickets. Trigger for "abandonment rate", "customers hanging up in queue", "queue patience", "calls abandoned before answer", chat drop-off, survival curves, or FCR that looks too good because failures never enter the system.
cx-accessibility-review
Use to audit whether customer support is reachable for people with access needs — channels, hours, authentication barriers, CAPTCHA, voice-only paths, and alternate formats. Trigger for "support accessibility audit", "can customers with disabilities reach us", CAPTCHA on contact form, voice-only support, alternate format requests, or accessibility checklist for CX.
cx-after-hours-coverage
Use to design overnight and follow-the-sun support — coverage models, handoff quality and measuring what is lost between shifts. Trigger for "after-hours coverage", "follow the sun", overnight support design, night shift vs defer async, handoff packet, shift handover quality, global coverage gaps, or when customers reopen tickets after every handoff.
cx-agent-coaching-pack
Use to assemble a fair, evidence-backed coaching pack for a support agent's one-to-one from QA evaluations and conversation history. Trigger for "prepare a coaching session for X", "what areas does X need to improve", "areas of markdown for this agent", "what coaching opportunities stand out", "build a coaching agenda from these tickets", or preparing a weekly or monthly agent review.
cx-agent-experience-audit
Use to find agent-side friction — tooling, permissions, dead ends, macro gaps, system hops — by shadowing real work and counting cost per contact before defaulting to training. Trigger for "agent experience audit", "why is handle time so high", "tooling friction", "agents switching systems", "shadow an agent", macro gaps, permission blocks, or "we need more training" when the stack is the problem.
cx-alert-monitor-spec
Use to turn a one-off support search into a standing monitor or alert that stays useful instead of being muted within a fortnight. Trigger for "alert me when a customer mentions X", "notify the team when complaints spike", "keep watching for this", "set up a daily monitor for", turning an ad-hoc sweep into something recurring, or an existing alert nobody reads any more.
cx-arrival-pattern-analysis
Use to analyse contact arrival distributions and choose staffing models that match reality — burstiness, batch dumps, abandonment censoring and when Poisson or Erlang assumptions fail. Trigger for "arrival pattern analysis", "are arrivals Poisson", "Erlang assumptions", batch email arrivals, burst traffic, abandonment bias in arrivals, staffing model choice, or when Erlang staffing misses despite a good forecast.
cx-article-effectiveness
Use to measure which help articles actually resolve contacts versus merely being read, including contact-after-view and assisted resolution. Trigger for "are our help articles working", article view counts misleading, deflection measurement, contact after reading an article, self-service success metrics, KB ROI, or stopping AI agents from optimising for page views.
cx-attrition-early-warning
Use to identify attrition risk from operational signals — occupancy, schedule instability, QA volatility — within ethical bounds, and turn findings into retention design rather than surveillance theatre. Trigger for "attrition risk", "who might leave", "early warning on leavers", "retention signals", "schedule driving quit rates", agent churn analysis, or reviewing whether your people analytics cross a line.
cx-backlog-triage
Use to analyse a support backlog and find the conversations actually at risk — never-touched tickets, work stalled on your side, customers stranded with a bot, and unassigned open work. Trigger for "report on our open tickets", "daily outstanding tickets report", "how many tickets have we not responded to", "find tickets waiting on us", "customers stuck with a bot and no human", aging backlog, or a backlog that keeps growing.
cx-benchmark-methodology
Use to compare CX performance to a published or vendor benchmark without fooling yourself — scope mismatch, survivor bias, and definition mismatch usually make external benchmarks incomparable, and internal baselines often beat them. Trigger for "how do we compare to industry", "is our CSAT good", benchmark slide for the board, vendor benchmark report, "are we above average", outsourcing RFP benchmarks, or when someone cites a round-number industry standard.
cx-career-pathing
Use to design support career progression with IC and lead tracks, skill gates instead of tenure alone, and paths that do not treat leaving the phones as the only promotion. Trigger for "career pathing", "progression framework for support", "IC track", "how do agents get promoted", "support ladder", "team lead vs senior agent", or fixing promotion bottlenecks and title inflation.
cx-channel-strategy
Use to decide which support channels to offer, add, or retire, and to audit channel mix against accessibility obligations and cost to serve. Trigger for "should we add chat", "which channels should we offer", channel strategy, cost to serve by channel, accessibility requirements for support, opening a new contact route, or retiring phone or email.
cx-contact-driver-taxonomy
Use to design, rebuild, or audit a support contact taxonomy — the categories that record why customers contact. Trigger for "build a contact reason taxonomy", "our ticket categories are useless", "too many tickets are tagged Other", contact driver analysis, ticket categorisation or tagging schema, reducing contact volume, or deciding what to fix from support data.
cx-contact-spike-detection
Use to detect genuine spikes in support contacts about a topic against a baseline that respects support traffic's strong weekly and intraday seasonality. Trigger for "are complaints about X rising", "detect when an issue spikes", "was that a real increase", "alert us to unusual contact volume", incident early warning from support signal, or a spike alert that fires constantly.
cx-content-consolidation
Use to merge overlapping help articles without breaking search, bookmarks, or AI grounding — choosing a canonical page, setting redirects, and measuring post-merge impact. Trigger for "we have duplicate KB articles", consolidate help centre content, merge knowledge base articles, KB deduplication, article redirects, canonical help article, or overlapping docs confusing customers and search.
cx-conversation-sampling
Use to draw a defensible sample of support conversations for QA review, an audit or a manual analysis, so the results generalise to the population rather than to whatever was easy to pull. Trigger for "which tickets should we review", "how do we pick a sample", "is our QA sampling representative", stratified or risk-based sampling, review coverage design, or a finding based on a handful of hand-picked tickets.
cx-cost-to-serve
Use to build a defensible cost per contact and cost to serve by driver, channel or customer segment, for automation business cases and budget decisions. Trigger for "what does a ticket cost us", "cost per contact", "what would automating this save", "cost to serve by segment", building a business case for a bot or a process change, or a savings claim that looks too good.
Bio shown is the top-scored skill's repo description as a fallback — real GitHub bios land in a future update.