How to build a Voice-of-Customer Agent
This voice-of-customer extraction agent that searches meeting transcripts based on an M&A-focused request and returns relevant, attributed customer quotes with context.
Challenge
In M&A diligence, the most important customer truths are buried in long, messy meeting transcripts, making it slow and risky to find defensible evidence for key claims.
Industry
Basic
Department
Operations
Sales
Integrations
OneDrive
OpenAI
This voice-of-customer agent is built for M&A and diligence workflows where speed and source integrity matter. You provide a request—such as evidence of product-market fit, competitive displacement, pricing pressure, renewal risk, implementation pain, security concerns, or roadmap needs—and the agent scans across meeting transcripts to find the most relevant customer statements. It extracts verbatim quotes, groups them by theme, and includes the surrounding context needed to interpret them (who said it, when, and in what situation), while keeping the output concise and diligence-ready. The result is a set of high-signal customer quotes that can be dropped directly into memos, CIMs, investment committee materials, or diligence trackers, with clear traceability back to the original transcript source.
