Works with the AI tools you already use
Claude Code
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Grok Bot+18 agentsCustomer Lookup Skill
Search, match, and audit customer records with confidence scoring and data integrity flagging.
$5
Customer Lookup Skill
Example session with this skill installed
Look up ACME Corp and j.smith@example.com. Give me their status, plan, and flag any data issues.
- Read your context and instructions
- Compiled the customer lookup
- Generated the document
I have processed the lookup for the two requested entities. One exact match was found, and one record requires further clarification due to potential duplicates.
Customer Lookup Results
| Identifier | Match Confidence | Entity Name | Account Status | Subscription Plan | Data Quality Notes |
|---|---|---|---|---|---|
j.smith@example.com | Exact Match | John Smith | Active | Enterprise (Annual) | Record is healthy; last updated 2024-03-12. |
ACME Corp | Possible Match | ACME Solutions | Pending | N/A | Multiple records found: "ACME Solutions" and "ACME Logistics". |
Data Issues & Ambiguity
- ACME Corp: Search returned two entities with similar names.
- Record A: ACME Solutions (ID: ORG-992, Owner: Sarah T.)
- Record B: ACME Logistics (ID: ORG-441, Owner: Mike R.)
Missing Information: Need a specific Customer ID or location (City/State) to confirm which "ACME" entity is the target.
Next steps
- Provide a Customer ID (e.g., ORG-XXX) for ACME to finalize the lookup.
- Confirm if John Smith's "Enterprise" plan needs a usage audit based on his recent high activity.
customer-lookup-skill.pdf
PDF · document
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
The problem
Locating specific customer records in messy business datasets is slow and error-prone. Manually reconciling partial names, duplicate entries, or conflicting email addresses wastes support and sales time.
What it does
- Searches records using names, emails, IDs, or company references with support for partial matches.
- Classifies results by confidence levels: Exact, Likely, or Possible matches.
- Detects and flags data integrity issues like duplicates, stale info, or conflicting fields.
- Summarizes multi-customer lookups while maintaining strict data separation.
- Identifies specific missing information needed to resolve record ambiguity.
Why this beats prompting it yourself
General prompts often hallucinate missing details or pick the first available record without verifying accuracy. This skill enforces a rigorous MATCH-VERIFY-FLAG workflow that prioritizes data integrity and explicitly handles record conflicts that standard LLM queries ignore.
Use cases
- Resolving identity for incoming support tickets with partial user data.
- Auditing CRM exports to find duplicate accounts or missing contact fields.
- Summarizing account health and subscription status for customer success reviews.
- Verifying order history against customer IDs for billing disputes.
Known limitations
Requires authorized access to your specific customer data sources. Cannot verify identity against external third-party databases not provided in the context.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
Free skills download straight away. Paid skills unlock right after purchase.
- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
Skills folder by agent
Click the path to copy it. Create the folder if it does not exist yet.
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Verified clean 11 days ago
- Passed all security checks, Safe to install