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Improve Agent–Customer Interactions: Find the Moments That Make or Break Every Support Conversation

TL;DR: What this template does

This template highlights moments of confusion, clarity, frustration, or delight in customer-agent conversations.
Upload support transcripts and get a report showing where interactions excelled — or broke down.

Why experience lives (or dies) in the conversation

It’s not just what reps say — it’s how it’s heard.

This template helps you improve conversations by finding where trust was built, lost, or never established in the first place.

Definition: A customer interaction is the real-time exchange between a support agent and user. Improving it means understanding not just resolution, but experience — the tone, clarity, and empathy behind every word.

How does this template work?

Step 1: Upload Support Transcripts
  • Use chat logs, call transcripts, or screen-recorded interactions
  • Accepts text, video, or audio
  • Works best with 8–15 varied conversations
Step 2: Extract Themes — Customer Insights
  • AI detects confusion, delight, tone shifts, and moments of tension
  • Highlights quotes where clarity or friction occurred
  • Tags quotes by flow stage: greeting, resolution, escalation, etc.
Step 3: Output — Agent Interaction Report
  • Moments that mattered, categorized and quoted
  • Agent interaction heatmap with emotional tone
  • Downloadable for QA, coaching, and enablement

What benefits does this template provide?

BenefitDescriptionImpact
Coaching MomentsImprove agent skills with real examplesFaster coaching loops
Conversation QualityTrack tone, empathy, and clarity across repsDeliver consistent support
Emotional BenchmarkingKnow what’s working (or not) in your customer conversationsImprove CSAT + NPS
Trust Signal DetectionSpot where users felt heard — or ignoredDeepen customer relationships

How do different teams use this template?

QA Teams: Turn every call into a coaching opportunity
CX Enablement Leads: Share best practices across agents
Support Managers: Improve consistency in conversation quality
Ops + Product Teams: Understand what causes confusion, handoffs, or misalignment

Frequently Asked Questions

Is this for QA or coaching?

Both. It feeds into QA scorecards and gives context-rich coaching opportunities.

Can I segment by agent?

Yes — if your data includes agent tags or metadata, the system will group by rep automatically.

Does it work with short interactions too?

Absolutely. Even short chats show sentiment shifts and clarity issues.

What Teams Are Saying

“We use Insight7 to coach reps with real conversation examples. The emotional mapping is a big upgrade over typical QA spreadsheets.”


— Katie Branch, VP, Interprofessional Education

Want to improve every customer conversation — one insight at a time?