small-business-customer-pulselisted

# Customer Pulse ## Quick start Ask: *"How are customers feeling this month?"* Claude pulls disputes, tickets, email threads, and Intercom conversations for the last 30 days, groups them into 3–5 themes with verbatim evidence, and delivers a "do these 3 things this week" action list. To include Google/Yelp reviews, paste them after triggering — or say "I have some reviews to add." ## Workflow 1. **Set the date window.** Default: last 30 days. If the user specifies a range, use it. 2. **Pull PayPal disputes.** Fetch disputes opened in the window. If the PayPal API returns a rate-limit error, skip and add `PayPal: rate-limited — not included` to the Sources section. Do not retry; do not error. See [reference/gotchas.md](reference/gotchas.md) for the rate-limit pattern. 3. **Pull HubSpot tickets and feedback.** Fetch open and recently closed tickets. If 0 tickets exist, record `HubSpot tickets: 0` and continue — do not surface a warning. 4. **Pull Gmail threads.** Search for threads in the window containing: `refund cancel unhappy issue problem disappointed frustrated broken late slow wrong missing`. Extract subject lines and 1–2 sentence excerpts per thread. 5. **Pull Intercom conversations.** Call `search_conversations` to fetch open and recently closed conversations. Then call `get_conversation` for each conversation ID returned to access the full `conversation_parts`. Extract parts where `author.type === 'user'` — these are customer messages. Exclude parts where `a