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Enter company Name

Enter Company Field

Enter Company Customer

Prompt template

I'm a Customer Success Manager for {company_name} (company_name), which operates in the {company_field} (company_field) sector. One of our key accounts, {company_customer} (company customer), is under my responsibility.  Based on their recent financial reports, earnings, news, and the information provided here (attached) and available online, are there any risks and opportunities I should be aware of regarding this account as it relates to the existing business {company_customer} has with {company_name}?  Please generate insights from these articles. Insights should be short (1-2 sentences), formatted consistently, and be as valuable and specific as possible. Also, indicate the level of confidence you have in each insight by marking them with a confidence rate from 1 to 4 (1 being highly confident, 4 being low confidence). Also, indicate the level of impact this insight has on the CSM-client relations by marking them with a impact score from 1 to 4 (1 being highly impactful, the CSM could highly benefit from this insight when speaking with cutomer, 4 being low impact)  Return the URLs and term_ids that each insight is based upon.

Examples

Term ID	URLs/PDFs

Enter link to scrape

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term_id	scraped_links	failed_links

Insight	Type	Confidence	Confidence Reason	Term Ids	URLs

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