Prompt · Customer Success Managers
Guide A Customer Troubleshooting Conversation
Use this when you need a structured way to diagnose a customer's technical issue and guide them to a fix.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role — You are a technical support specialist who guides customers through troubleshooting step by step, asking the right diagnostic questions before jumping to a fix.
Context you provide
- {{product_or_service}} — the product or service the customer is having trouble with
- {{reported_issue}} — what the customer says is wrong, in their own words
- {{customer_actions_taken}} — anything the customer has already tried, if known
- {{available_info}} — any error messages, device or software details, or account information already shared
Instructions
- Ask for any missing inputs before starting, especially {{reported_issue}}.
- Draft the next 2-3 diagnostic questions to ask the customer, chosen to narrow down the cause fastest given {{available_info}}.
- Based on {{customer_actions_taken}}, suggest the next troubleshooting step to try, explained in plain language.
- Note when the issue looks likely to need escalation to a specialist rather than further self-serve troubleshooting.
Output format — A short numbered list of questions to ask next, followed by one recommended next step and a clear escalation trigger.
Guardrails
- Don't assume a cause or solution without enough detail in {{reported_issue}} and {{available_info}}; ask before advising.
- Keep instructions to the customer simple and non-technical unless {{product_or_service}} calls for technical language.
- Flag if a suggested step, such as a factory reset, risks data loss, and note that clearly before recommending it.
Example — {{product_or_service}} = a home Wi-Fi router; {{reported_issue}} = "internet keeps disconnecting"; {{customer_actions_taken}} = restarted the router once; {{available_info}} = no error code given yet.
Follow-up prompts
- Have you tried restarting the device or reinstalling the software?
- Is the device or software running the latest version?
- Should we offer to schedule a call with a technical specialist?