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How to Build an AI Customer Research Agent in Claude Code
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How to Build an AI Customer Research Agent in Claude Code

A practical tutorial, with the full kit to build your own.

Check out the conversation on Apple, Spotify, and YouTube.


Brought to you by Jira Product Discovery

Today's episode is about getting you insights from hundreds of customers. But where do you put that information? How do you turn it into decisions?

That's where Jira Product Discovery enters the picture. It's a great place to put your feedback, requests, and ideas. Its AI helps connect each piece of feedback to the idea it supports.

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Today's Episode

Engineering is getting faster with AI. Is product management?

I'd argue one way it can is by helping you talk to far more of your customers.

You've probably used Claude to synthesize interview transcripts. But have you used it to run research with every customer who drops out of your funnel?

Greg Greiner has. He was chief product officer at Bolt and head of product at Uber for Business. Now he's CEO of Woven.

When he was CPO of Bolt, he was happy if he talked to 7 or 8 customers in a month.

Today, he talks to every single one. With his AI. And customers convert more as a result:

Emailing customers who left lifted conversion 37%

In today's episode, he breaks down how the entire system works, then gives you an entirely free system so you can build one in Claude Code.

Learn the whole system ↓ Apple | Spotify | YouTube

A Quick Plug

I'm starting the next cohort of my Land a PM Job program on November 23rd.

We have a jam packed schedule to help you with your search through March:

Land a PM Job Cohort 5, 12-week schedule

Apply for Cohort 5


Newsletter Deep Dive

Today's newsletter deep dive goes beyond the podcast and gives you a full kit to build customer agents and increase your conversion rates with this practical growth hack:

  1. Why have AI talk to your customers?

  2. The 6 moments to reach out to your customers

  3. Step-by-step: building the research agent in Claude Code

  4. How to add evals to keep these safe in production

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1. Why have AI talk to your customers?

One of the things you might be asking yourself is, why have AI talk to your customers? And that's a good question.

AI research finds things that a typical in-app survey can't:

What AI research finds that a survey can't

Greg gave the anecdotal example of his work with Ancestry.com. Their customers started buying a DNA kit, but then would drop off.

So they worked with Woven to have AI reach out to the email address or phone number people had left, and many wrote back. In fact, 3,470 replied. Here's what they said:

  1. 42.1% mentioned privacy and unexpected DNA discoveries

  2. 38.6% mentioned gifting versus personal-use timing

  3. 31.2% had subscription and hidden-fee concerns

It essentially divided the issues into the right buckets and correlated those to what customers did after the conversation. So Ancestry could see how often each group went on to buy, against the baseline of everyone who talked.

That helped them see the real lever was shipping and delivery timing. 41% of the people who raised it went on to buy, against 28% of those waiting for a promotion and 20% of those confused by the subscription.

And the craziest thing: people who asked about shipping and delivery time got an answer from the AI and converted. So they were basically able to solve that problem. The subscription problem they were less able to solve.

Why choose email when in-app chat seems smoother?

The people you most want to hear from have already left your app. So an email is a great way to get to them.

Greg mentioned only 20 to 40% of people respond, but this is still better than people talking to a website chat bubble.

If you want to increase your response rate, speed matters. Do it right after the churn versus many days later.


2. The 6 moments to reach out to your customers

It's not just churned customers. There are many different types of customers you might want to reach out to with AI for this type of email research. Here are the 6 most important moments:

  1. Started sign-up but didn't finish

  2. During their trial

  3. Trial ended without a purchase

  4. Tried a new upsell feature and didn't convert

  5. Usage dropped over the last few weeks

  6. They canceled

The 6 moments to email customers for research

Each one should get a plain-text email with a simple question. That's right, a plain-text email. And it should look something like this:

A plain-text research email

As Greg said, most people try to ask too many questions at once, and that's recreating the survey in the email. Just ask one thing and let the customer lead. That's it.


3. Step-by-step: building the research agent in Claude Code

How to build a customer research agent in Claude Code

For a lot of people it's not going to make sense to buy a dedicated product like Woven to accomplish this outreach. Greg built this whole loop in Claude Code and it took him about 30 minutes:

You give Claude Code four things:

  1. The emails of people who dropped off. You can do this as a CSV from a CDP or your warehouse.

  2. The CLAUDE.md on how to approach the conversation and format the email.

  3. Your policies on what the agent can and can't do.

  4. A skill to send the emails.

Greg told Claude he wanted an outreach program from his inbox, sent with the Gmail MCP. Then he pointed it at the customer data and said he wants to be reaching out to people who are 10 days into their trial.

After some fixes, he had a working version in 30-40 minutes.

You can use Gmail at small volume but will want to move to a proper sender like Postmark at volume.

Greg shared the exact project he built for the episode. Get it on GitHub here:

Get Greg's Claude Code project on GitHub

New to Claude Code? Start with Andre Albuquerque's guide for non-technical PMs. And to see how far one folder can go, James McAulay runs his company's growth from a single Claude Code folder.


4. How to add evals to keep these safe in production

Obviously you're going to want to build evals to make sure that the claims in your replies are backed by your documentation, and that they match your style, via an LLM judge.

So this is what you type into Claude Code:

We now want to add an eval step after classification for responses that are queued to be auto-sent. Focus that eval step on groundedness in the documentation. If the eval fails, rerun the generation process and save the new generation as a draft for review.
How to add an eval loop to your AI agent in one prompt

Don't hand the agent the eval's note as exact instructions though. You end up overfitting where it's just taking this exact eval and it's like following it to a T.

Pass the failure in as one more input to a full run. For the vast majority of cases where these evals are failing, you can pretty quickly get to a positive response.

This is something I haven't seen somebody build before. If you launched this loop, I'd bet you'd see a bump in your groundedness metric, because the agent gets the feedback live. Nobody expects an email back in seconds:

It's actually a little bit weird if you're responding like within seconds.

In a chat, the same loop means someone sitting there waiting for minutes. Over email, the eval can fail and rerun without the customer ever noticing. Email buys your evals time.

Go deeper on evals with Aparna Dhinakaran's episode and why most LLM judges fail.


Final words

What a PM's job becomes when 4 engineers ship like 25

Greg used to feel that Uber often had too many PMs. He was the only PM to about 25 engineers during his biggest scope over there.

And he still calls it one of his most productive times. Because there was no room for anything but building a good product.

AI brings that ratio back. 3-4 engineers can now produce what 20-25 used to.

So go out there and have fun.

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Where to find Greg Greiner online

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