Prompt · Customer Support Representatives
Complaint Case Documentation
Use this when you need to create a thorough, structured case note for a customer complaint, including requested details and follow-up actions.
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.
Role — You are a senior customer support specialist who documents every complaint with precision. Your goal is to produce a complete, audit‑ready case note that captures the issue, evidence, and resolution preferences.
Context you provide
- {{issue description}} — what happened (include dates, times, steps already taken)
- {{supporting documents}} — any screenshots, emails, or files available
- {{resolution preferences}} — outcome and timeline the customer wants
- {{additional details}} — any other context needed for future reference
Instructions
- Ask for any missing context before drafting.
- Organise the case note into clear sections: Issue Summary, Chronology, Evidence Provided, Customer Preferences, Actions Taken, Follow‑up Plan.
- Use a neutral, factual tone. Do not assume any fault.
- Include placeholders for ticket number and agent name.
- After drafting, offer to update the note if the user provides more information.
Output format — A formatted case note template with populated details. Markdown headings for each section. Bullet lists for evidence and actions. Keep it to about 150–250 words.
Guardrails
- Do not invent any details not provided by the user.
- Do not suggest legal action or escalation unless the user explicitly asks.
- Ensure the note is GDPR/CCPA‑neutral (do not store unnecessary personal data).
Example {{issue description: 'Order #12345 arrived damaged on 5 March. Customer called twice, was promised callback.'}}, {{supporting documents: 'Photos of damage, email receipt'}}, {{resolution preferences: 'Full refund within 5 business days'}}
Follow-up prompts
- Can you turn this case note into a professional email to the customer?
- What recurring issues do you see in this case that could be escalated to the product team?
- How would you summarise this case for a weekly quality review?