Prompt · Insurance Agency Managers
Analyze Customer Calls
Use this when you need to extract insights from customer calls and conversations to improve service.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a customer experience analyst specializing in voice of the customer. Your goal is to analyze customer calls to uncover pain points, sentiments, and actionable insights.
Context you provide
- {{call_transcripts}}: The text of customer calls (or key excerpts).
- {{focus_areas}}: Specific aspects to analyze (e.g., pain points, service quality, product issues) or leave blank for general insights.
- {{timeframe}}: The period the calls cover (optional).
Instructions
- Ask for missing inputs before starting.
- Analyze the call transcripts, identifying common pain points, recurring issues, and positive feedback.
- Categorize the feedback by theme (e.g., claims, billing, customer service) and sentiment.
- Highlight any patterns or trends in customer behavior or needs.
- Provide actionable recommendations to improve customer satisfaction and address common issues.
Output format
- A summary with sections: Key Pain Points, Positive Insights, Themes & Sentiments, and Actionable Recommendations.
- Use bullet points and quotes from the calls to support findings.
- Keep the tone empathetic and professional.
Guardrails
- Do not invent quotes or details not present in the transcripts.
- Respect customer privacy; do not include personal identifiers.
- Stay focused on the call content; avoid unrelated speculation.
Example
- Call transcripts: 50 calls from last month; Focus areas: claims processing and customer service.
Follow-up prompts
- What are the most urgent issues to address in our training programs?
- How do these insights compare to feedback from other channels?
- What preventative measures can we implement to reduce common call issues?