--- title: Try This Claude Prompt With Your Contivio + NetSuite Data description: Unlock actionable insights from customer interactions using Contivio and NetSuite. Enhance decision-making with AI-driven revenue intelligence. --- The Complete Cloud Contact Center & Telephony Solution [1.800.282.8105](tel:18002828105) [![contivio](https://go.contivio.com/hubfs/raw_assets/public/Templates/Custom/Blog/img/contivio-logo.svg "Contivio-logo-alt.svg")](https://www.contivio.com/) - [Product](https://www.contivio.com/product/) - [Overview](https://www.contivio.com/product/) - [All Features](https://www.contivio.com/all-features/) - Solutions - [Mobile CCaaS](https://www.contivio.com/mobile-ccaas/) - [Omnichannel](https://www.contivio.com/omnichannel/) - [All Teams](https://www.contivio.com/phone-systems/) - [Integrations](https://www.contivio.com/integration/) - [NetSuite](https://www.contivio.com/netsuite/) - [Salesforce](https://www.contivio.com/salesforce/) - [Microsoft](https://www.contivio.com/microsoft/) - [Others](https://www.contivio.com/others/) - [Pricing](https://www.contivio.com/pricing/) - [Customers](https://www.contivio.com/case-studies/) - [Contact Sales](https://www.contivio.com/contact-sales/) The Complete Cloud Contact Center & Telephony Solution - [Product](https://www.contivio.com/product/) - [Overview](https://www.contivio.com/product/) - [All Features](https://www.contivio.com/all-features/) - Solutions - [Mobile CCaaS](https://www.contivio.com/mobile-ccaas/) - [Omnichannel](https://www.contivio.com/omnichannel/) - [All Teams](https://www.contivio.com/phone-systems/) - [Integrations](https://www.contivio.com/integration/) - [NetSuite](https://www.contivio.com/netsuite/) - [Salesforce](https://www.contivio.com/salesforce/) - [Microsoft](https://www.contivio.com/microsoft/) - [Others](https://www.contivio.com/others/) - [Pricing](https://www.contivio.com/pricing/) - [Customers](https://www.contivio.com/case-studies/) - [Contact Sales](https://www.contivio.com/contact-sales/) [1.800.282.8105](tel:+18002828105) # Try This Claude Prompt With Your Contivio + NetSuite Data Posted by [Sarah Buchanan](https://go.contivio.com/blog/author/sarah-buchanan) on 5/27/26 3:05 PM - [Tweet](https://twitter.com/share) One of the most powerful use cases for Contivio AI + NetSuite MCP is the ability to use AI models like Claude to analyze live customer interactions alongside real-time NetSuite data. By connecting conversational intelligence directly into your CRM, teams can uncover revenue risks, identify customer trends, surface operational bottlenecks, and generate actionable recommendations automatically. Instead of manually reviewing calls, chats, and support activity, organizations can use AI prompts to transform raw customer interactions into meaningful business intelligence. The example below demonstrates how Claude can be instructed to operate as a Revenue Intelligence Engine using Contivio interaction data and NetSuite MCP connectivity. This type of workflow can help sales, service, and leadership teams make faster, more informed decisions using the customer data they already have Want to try it yourself? We created this prompt for Contivio customers to experiment with AI-powered operational insights using their own NetSuite and customer interaction data. Copy and paste the full prompt directly into Claude to see how AI can help uncover trends, risks, and opportunities across your customer conversations. Example Prompt: *You are a Revenue Intelligence Engine connected to NetSuite via the* *Contivio AI integration. You have access to live NetSuite data through* *the MCP connector. Execute the following queries in parallel, then* *produce the full intelligence report below.* *━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━* *STEP 1 — DATA QUERIES (run all three in parallel)* *━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━* *QUERY A — Phone call interactions (last 30 days):* *SELECT id, title, startdate, starttime, endtime, phone,* *assigned, company, custevent\_contivio\_ai\_data* *FROM phonecall* *WHERE startDate >= (CURRENT\_DATE - 30)* *AND custevent\_contivio\_ai\_data IS NOT NULL* *ORDER BY startdate DESC* *QUERY B — Chat / SMS interactions (last 30 days):* *SELECT id, title, startdate, assigned, company,* *custevent\_contivio\_ai\_data, custevent\_contiviosmsbody* *FROM task* *WHERE startDate >= (CURRENT\_DATE - 30)* *AND custevent\_contivio\_ai\_data IS NOT NULL* *ORDER BY startdate DESC* *QUERY C — Active opportunities (for deal linkage):* *SELECT id, title, entity, salesrep, amount,* *expectedclosedate, probability, status* *FROM opportunity* *WHERE status = 'IN\_PROGRESS'* *ORDER BY expectedclosedate ASC* *━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━* *STEP 2 — PARSE AND ENRICH EACH INTERACTION* *━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━* *For every record returned by Query A and B:* *1. Parse custevent\_contivio\_ai\_data as JSON.* *- If parsing fails or the field is null, fall back to* *custevent\_contiviosmsbody (tasks) or the title/message* *field. Tag ALL values inferred from fallback as* *"derived: true" and flag the record as a data\_quality\_issue.* *2. Extract from the parsed JSON:* *- summary → data.callSummary or data.shortCallSummary* *- csat → data.customerSatisfaction* *- sentiment\_raw → data.posNeg (parse into positive/negative themes)* *- follow\_actions → data.followActions* *- disposition → data.proposedDisposition* *- buying\_signals → scan data.insights\[\] for any insight where* *name matches: "order update", "upsell",* *"renewal", "expansion", "interested",* *"pricing", "demo request"* *- competitor\_mentions → scan data.insights\[\] and data.conversation\[\]* *for named competitor references* *- cancellation\_risk → scan for "cancel", "churn", "leave",* *"competitor", "not renewing"* *- talk\_ratio → from data.participants\[\]: agent words /* *total words × 100* *- handle\_seconds → last conversation tms + dn value* *3. Assign risk\_flags (attach all that apply):* *- no\_next\_step → follow\_actions is empty and disposition* *is not "Completed" or "Resolved"* *- negative\_sentiment → csat = "NotSatisfied"* *- escalation\_required → disposition contains "Escalation" or* *"Transfer" or "Supervisor"* *- high\_talk\_ratio → talk\_ratio > 65%* *- cancellation\_risk → cancellation\_risk signal detected above* *- buying\_signal → buying\_signals array is not empty* *4. Link each interaction to an opportunity:* *- Primary key: match interaction company field to* *opportunity entity field (exact or fuzzy name match)* *- If matched: attach opportunity id, title, amount,* *expectedclosedate, probability, stage* *- If no match: flag as unlinked\_interaction* *━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━* *STEP 3 — DEAL HEALTH SCORING* *━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━* *For each opportunity matched to at least one interaction,* *produce a deal health record:* *deal\_health:* *Green → CSAT Satisfied on most recent interaction AND* *follow\_actions completed AND no risk flags* *Yellow → CSAT Neutral OR one risk flag present OR* *last interaction was 8–14 days ago* *Red → CSAT NotSatisfied OR escalation\_required OR* *cancellation\_risk OR no interaction in 14+ days* *momentum:* *Rising → CSAT improving across interactions OR* *buying\_signal detected on most recent call* *Flat → No change in sentiment or signal across calls* *Falling → CSAT declining across interactions OR* *cancellation\_risk flag present* *Include: total\_touches, days\_since\_last\_interaction,* *activity\_gap\_flag (true if > 14 days), linked\_opportunity\_value,* *open\_risk\_flags\[\], open\_follow\_up\_items\[\]* *━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━* *STEP 4 — PRODUCE THE INTELLIGENCE REPORT* *━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━* *Use plain language. Lead with what needs attention.* *This report is for a sales manager, not a data analyst.* *──────────────────────────────────────────* *TEAM SUMMARY* *──────────────────────────────────────────* *- Total interactions analyzed (phone + chat/SMS, broken out)* *- Average handle time* *- CSAT: % Satisfied / % Neutral / % Not Satisfied* *- NPS proxy: % Promoters minus % Detractors* *(Satisfied = Promoter, Neutral = Passive, NotSatisfied = Detractor)* *- First contact resolution rate* *- Repeat callers: phone numbers appearing more than once* *- Top 5 call reasons (from insights and call titles)* *- Revenue signals: buying signals detected / cancellation risks /* *order issues / returns* *- Deals at risk: how many linked opportunities are Red or Yellow* *──────────────────────────────────────────* *DEAL HEALTH BOARD* *──────────────────────────────────────────* *List every opportunity that had at least one interaction this period.* *For each:* *- Opportunity name, expected close, amount, stage* *- Deal health (Green / Yellow / Red) with one-line reason* *- Momentum (Rising / Flat / Falling)* *- Days since last contact* *- Active risk flags* *- Open follow-up items* *- Buying signals detected (if any)* *- Competitor mentions (if any)* *Sort: Red first, then Yellow, then Green.* *──────────────────────────────────────────* *REP SCORECARD (one section per rep)* *──────────────────────────────────────────* *For each rep, report:* *- Interactions handled (phone + chat) and avg handle time* *- CSAT breakdown* *- Talk ratio — flag anyone above 65%* *- First contact resolution rate for their calls* *- Deals they own: health breakdown (how many Green/Yellow/Red)* *- Buying signals they surfaced* *- Open follow-up items still outstanding* *- Cancellation risks they are handling* *──────────────────────────────────────────* *COACHING FLAGS (for manager 1:1s)* *──────────────────────────────────────────* *For every call where: csat = NotSatisfied OR escalation occurred* *OR talk\_ratio > 65% OR cancellation\_risk flagged:* *- Rep name, date, record ID* *- What went wrong, in plain language* *- One specific, actionable coaching recommendation* *- Quote or paraphrase from the interaction that illustrates the issue* *(pulled from data.conversation\[\] if available)* *──────────────────────────────────────────* *PIPELINE INTELLIGENCE* *──────────────────────────────────────────* *- Total pipeline value across linked opportunities* *- Opportunities with no interaction in the last 14 days (stalled)* *- Opportunities with cancellation risk signals* *- Opportunities with active buying signals (prioritize outreach here)* *- Voice of customer: what are customers most asking about this period?* *- Competitive mentions: any named competitors surfaced in interactions?* *- Revenue at risk: sum of opportunity amounts with Red deal health* *──────────────────────────────────────────* *TRENDS & INTELLIGENCE* *──────────────────────────────────────────* *- What are customers most frustrated about this period?* *- Any patterns in escalations or repeat contacts suggesting a* *process or product issue?* *- Positive themes worth reinforcing with the team?* *- Any deals that looked cold but now show buying signals?* *──────────────────────────────────────────* *WRITEBACK CANDIDATES* *──────────────────────────────────────────* *List follow-up tasks that should be created in NetSuite.* *For each:* *- Rep name* *- Related opportunity (if linked)* *- Task description (plain language, ready to create)* *- Source record ID* *- Priority: High / Medium / Low* *Do not create these tasks automatically. Present them for* *manager review and approval only.* *──────────────────────────────────────────* *DATA COVERAGE* *──────────────────────────────────────────* *- Records with empty or failed AI transcriptions* *- Reps with disproportionate failure rates (config issue likely)* *- Interactions that could not be linked to an opportunity* *- Any fields missing from qualifying records*   Topics: [MCP](https://go.contivio.com/blog/tag/mcp), [Customer Intelligence](https://go.contivio.com/blog/tag/customer-intelligence), [CRM Automation](https://go.contivio.com/blog/tag/crm-automation) ### Written by [Sarah Buchanan](https://go.contivio.com/blog/author/sarah-buchanan) ![Sarah Buchanan](https://go.contivio.com/hubfs/Untitled%20design%20(1)-1.png) Born and raised in the San Francisco Bay Area, Sarah now resides in Orange County, CA with her family. In addition to a strong background in sales and customer success, Sarah has 7 years of call center management experience. Her deep understanding of the crucial requirements for both users and supervisors within a contact center platform sets her apart, making her a valuable asset to the Contivio team. ### Who is Contivio? 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