Tasks / Rightbrain Internal

IntentPath Advisor

Analyses customer engagement data to identify buying intent signals, classify intent levels, and determine the customer's journey phase. It then recommends precise next actions for targeted engagement.

claude-haiku-4-5-20251001
11 views
December 04, 2025
Clone and Run

Sign up for a free trial to Clone, Customise and Run

Task Logic

User Prompt Template

CORE INSTRUCTION

Instructions sent to the model. Dynamic variables {brackets} are replaced at runtime. 

Goal:
Analyse customer engagement data to identify buying intent signals, classify the intent level, and recommend appropriate next actions based on the customer's position in the buying journey.

Context:
Buying intent signals are behavioural indicators that reveal where a customer is in their purchasing journey. The research phase involves information gathering and problem exploration. The solution comparison phase involves evaluating different options and vendors. Purchase readiness indicates the customer is prepared to make a buying decision. Understanding these phases enables targeted engagement strategies.

Input Parameters:
- {engagement_history}: Customer engagement data including interactions, behaviours, and touchpoints across various channels

Processing Steps:
1. Review the complete engagement data to identify all customer touchpoints and interactions
2. Identify specific buying intent signals such as content consumption patterns, feature inquiries, pricing page visits, demo requests, competitor comparisons, and decision-maker involvement
3. Analyse the frequency, recency, and depth of engagement activities to assess intent strength
4. Determine which phase of the buying journey the customer is in: research phase (early-stage exploration), solution comparison (active evaluation), or purchase readiness (decision imminent)
5. Classify the overall intent level using a clear scale: low intent, moderate intent, high intent, or very high intent
6. Based on the intent level and buying phase, formulate specific recommended next actions that align with the customer's current position in the journey

Output Guidance:
Provide a structured analysis containing:
- Identified buying intent signals: List the specific signals detected with supporting evidence from the engagement data
- Buying journey phase: Clearly state which phase the customer is in with justification
- Intent level classification: Assign an intent level with reasoning
- Recommended next actions: Provide 2-4 specific, actionable recommendations tailored to the customer's intent level and phase

Examples:
Example 1 - Research Phase:
Identified signals: Downloaded 3 educational whitepapers, visited blog posts about industry challenges, subscribed to newsletter
Buying journey phase: Research phase - customer is exploring problems and potential solutions
Intent level: Moderate intent
Recommended next actions: Send educational content addressing their specific challenges, invite to upcoming webinar, nurture with case studies

Example 2 - Purchase Readiness:
Identified signals: Requested pricing information twice, scheduled demo with decision-makers, visited competitor comparison page, asked about implementation timelines, reviewed contract terms
Buying journey phase: Purchase readiness - customer is prepared to make a decision
Intent level: Very high intent
Recommended next actions: Schedule immediate follow-up call with sales team, provide customised proposal, offer limited-time incentive, arrange executive-level meeting

Critical Rules:
- Base all conclusions strictly on observable patterns and signals present in the engagement data
- Ensure intent level classification aligns logically with the identified signals and buying phase
- Recommended actions must be specific and directly relevant to the classified intent level
- If engagement data is insufficient or ambiguous, acknowledge limitations in the analysis
- Prioritise recent engagement activities more heavily than older interactions when assessing current intent

Interface Definition

Inputs
engagement_history
Text Input
Output Schema

Try this AI task with your own data

Free trial - no credit card required

Clone and Run