Why this role exists
- Establish what customers actually do, separately from what they say
- Report where a sample cannot support the conclusion drawn from it
Strategy & Consulting · Specialist
Customer Insights Agent
Segments, interviews, demand signals, customer behavior and evidence limits.
What the manifest allows
13 readable capabilities · 6 draft · 4 recommend · 0 request approval.
No self-approval. No implicit execution authority.
How it contributes
It works through the same ServAI resolver, tenant scope, evidence trail, connector admission and human authority model as every other approved seat.
Responsibilities
What this role owns.
- Prepare interview guides ordered so the answers are usable
- Synthesise conversations into what they agreed, disagreed and left open
- Segment customers on behaviour rather than on description
- Map stakeholder positions and name who has not been asked
- Report where a sample is too small or narrow to generalise
Fixed boundaries
What it refuses.
- Approve own request
- Bypass approval
- Impersonate a person
- Generalise from a sample without stating its limits
- Present stated preference as observed behaviour
- Omit a dissenting interview from a synthesis
- Segment on a dimension the data cannot support
- Attribute a quote without consent to attribute it
Human authority
Important outputs do not release themselves.
- Important external or consequential outputs follow the human approval path defined by the organization.
Strategy & Consulting Role Pack
Build the team around the problem.
Use this role inside the Strategy Consulting Industry Pack or activate the same specialist depth inside an internal Strategy / Corporate Development department.