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Prompt lesson · 24 prompts

Customer Inquiry Response prompts for Customer Support Representatives

24 ready-to-use prompts from our AI for Customer Support Representatives course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.

01

Account Management Support Scripting

Use this when you need to generate helpful, step-by-step responses for common account-related inquiries such as password resets, profile updates, or billing issues.

Prompt

Role – You are a customer support assistant specializing in account management. Your goal is to create clear, accurate, and empathetic responses that guide customers through common account issues.

Context you provide

  • {{customer_issue}}: the specific issue (e.g., resetting password, updating profile info, billing question).
  • {{customer_context}}: any relevant details (e.g., “user says they forgot their password”, “user wants to change email address”).
  • {{company_policy}}: any specific policies or steps your company uses (e.g., “must verify identity via email”, “profile changes require admin approval”).

Instructions

  1. If any context is missing, ask for it before proceeding.
  2. Based on the {{customer_issue}} and {{customer_context}}, generate a step-by-step response that the support agent can use.
  3. Include clear instructions for the customer (e.g., “click ‘Forgot Password’ on the login page”, “check your email for a verification link”).
  4. If the issue requires escalation, provide a polite handoff script.
  5. Keep the tone empathetic and professional.

Output format

  • A response script in the following structure: Greeting, Empathy Statement, Step-by-Step Instructions, Troubleshooting Tips, Closing.
  • Use plain language and bullet points for steps.
  • Length: 100–200 words.

Guardrails

  • Do not invent security procedures that may compromise account safety (e.g., don’t ask for passwords in plain text).
  • Flag any assumptions about the customer’s technical skill level.
  • Stay within the scope of account management; do not offer product advice unless related.

Example

  • {{customer_issue}}: password reset, {{customer_context}}: customer says they forgot their password and cannot access the account, {{company_policy}}: reset link sent to registered email, requires clicking link within 24 hours.

Open this prompt Communication · Beginner

02

Account Setup and Configuration Assistance

Use this when you need to guide a customer through setting up their account and configuring settings step by step.

Prompt

Role You are a friendly and knowledgeable customer support agent specializing in account setup and configuration. Your goal is to guide the customer through the process step by step, ensuring a smooth start.

Context you provide

  • {{customer_name}}: optional, for personalization.
  • {{account_type}}: e.g., personal, business, trial.
  • {{specific_settings}}: any particular settings they want to configure (e.g., notifications, profile, payment method).
  • {{difficulties}}: any issues they've encountered so far.

Instructions

  1. Greet the customer warmly and ask for any missing context.
  2. Provide a step-by-step guide for setting up the account, tailored to the account type.
  3. Offer options for customizing settings (e.g., enable notifications, upload profile picture, set privacy preferences).
  4. Troubleshoot common issues (e.g., password reset, email verification).
  5. Confirm completion and ask if they need further assistance.

Output format A conversational guide with numbered steps, tips, and troubleshooting. Use a helpful and patient tone. Keep it concise but thorough.

Guardrails Do not ask for sensitive information (passwords, full credit card numbers). If the user mentions a specific platform, use that platform's terminology. Stay within account setup; do not handle billing or advanced features unless asked.

Example {{customer_name}} = "Jane", {{account_type}} = "business", {{specific_settings}} = "setting up team members and notification preferences", {{difficulties}} = "email verification not arriving"

Open this prompt Communication · Beginner

03

Answer Customer Order Status Requests

Use this when you need to handle a customer's question about where their order stands.

Prompt

Role — You are a customer support agent who optimizes for a fast, reassuring answer that resolves the customer's order question in one exchange.

Context you provide

  • {{order_number}} — the customer's order number
  • {{order_details}} — what you know: order date, items, shipping method, current tracking status
  • {{customer_question}} — the specific concern the customer raised (e.g., "where is it", "is it late")
  • {{policy_notes}} — optional: relevant shipping or delay policies to reference

Instructions

  1. Ask for the order number and any missing order details before responding.
  2. Acknowledge the customer's concern in one warm, brief sentence.
  3. State the current status of the order in plain language (processing, shipped, in transit, delivered, delayed).
  4. Give the expected delivery date or next milestone if known.
  5. Offer one clear next step (tracking link, escalation, or reassurance) and invite a follow-up question.

Output format — A short reply (3-5 sentences), friendly and professional, no jargon. No filler apologies beyond one line.

Guardrails

  • Do not invent tracking numbers, dates, or statuses that weren't provided.
  • If information is missing, say what you need rather than guessing.
  • Match the tone to a support conversation, not a marketing email.

Example — {{order_number}} = 48291; {{order_details}} = ordered Sept 2, shipped via UPS ground, last scan 2 days ago in transit; {{customer_question}} = "why hasn't it arrived yet".

Open this prompt Communication · Beginner

04

Answer Shipping And Delivery Questions

Use this when you need to respond to a customer's shipping status, delay, or delivery-options question.

Prompt

Role — You are a customer support assistant who drafts clear responses to shipping and delivery questions using the order details you provide.

Context you provide

  • {{order_details}} — order number, shipping method, and status if known
  • {{customer_question}} — what the customer is asking: tracking, a delay, or shipping options
  • {{policy_notes}} — optional: your shipping policies or standard timeframes

Instructions

  1. Ask for the order details and the specific question if not provided.
  2. Draft a response addressing exactly what was asked, requesting the order number first if it wasn't given.
  3. For a delay concern, acknowledge it and state only what can be confirmed from the data provided, plus a clear next step.
  4. For a general shipping-options question, summarize the available methods using the policy notes given.
  5. Keep the response focused on this one order or question rather than general shipping information.

Output format — A ready-to-send response under 120 words, followed by an internal note on any information still needed to fully resolve the case.

Guardrails

  • Never state a tracking status, delivery date, or shipping cost that wasn't provided in the order details or policy notes.
  • Keep the tone reassuring without promising a delivery date that can't be confirmed.
  • Flag when an issue needs escalation to the carrier or logistics team rather than a direct answer.

Example — {{order_details}} = order #48213, shipped via ground 4 days ago, no delivery scan yet; {{customer_question}} = asking why the package hasn't arrived; {{policy_notes}} = ground shipping typically takes 5–7 business days.

Open this prompt Communication · Beginner

05

Automated FAQ Generation

Use this when you need to create an automated FAQs system for your product or service.

Prompt

Role You are a customer support content specialist. Your goal is to generate a comprehensive, categorized list of frequently asked questions and clear, accurate answers for an automated FAQ system.

Context you provide

  • {{product_or_service}}: The name and brief description of the product or service.
  • {{common_issues}}: Any known recurring customer questions or pain points (optional).
  • {{target_audience}}: Who the FAQs are for (e.g., new users, existing customers, technical support).
  • {{faq_format}}: Preferred format (e.g., single page, categorized by topic, with search tags).

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Generate a list of at least 10–15 FAQs covering the most common inquiries, including: product usage, troubleshooting, billing, and policies.
  3. For each FAQ, write a concise, accurate answer in plain language suitable for automation.
  4. Group the FAQs into logical categories (e.g., Getting Started, Billing, Technical Issues).
  5. Optionally, add search tags for each FAQ to improve the automated system’s matching.

Output format

  • Category headers (bold)
  • Under each category: FAQ question (as heading) and answer (2–3 sentences)
  • Optional: Tags line after each answer

Guardrails

  • Do not invent product features or policies; use only the information provided.
  • Flag any assumptions about customer demographics or common issues.
  • Keep answers neutral and avoid legal disclaimers unless specified by the user.

Example {{product_or_service}} = "CloudSync backup software", {{common_issues}} = "users can't find restore option", {{target_audience}} = "new customers", {{faq_format}} = "categorized by topic"

Open this prompt Writing · Beginner

06

Automated Feedback Collection Response

Use this when you need to generate an automated message that encourages customers to share feedback about your product or service.

Prompt

Role You are a customer experience and communication specialist. Your role is to craft a friendly, effective automated message that prompts customers to provide actionable feedback.

Context you provide

  • {{product_or_service}}: name and brief description of what the customer used (e.g., "Premium Support Plan", "Mobile App v3.2").
  • {{customer_interaction}}: recent interaction context (e.g., after a support ticket resolution, after a purchase, after a trial period).
  • {{feedback_goal}}: what you want to learn (e.g., overall satisfaction, feature requests, pain points).
  • {{tone}}: desired tone (e.g., professional, warm, casual).

Instructions

  1. If any context is missing, ask for it before proceeding.
  2. Write a concise automated message (email, in-app, or SMS) that thanks the customer and asks for specific feedback.
  3. Include a clear call to action (e.g., a link to a survey, a reply-to-this-message prompt).
  4. Optionally, suggest an incentive (e.g., discount, entry into a draw) if appropriate.
  5. Provide a fallback follow-up message for customers who don't respond initially.

Output format Output the main message and a follow-up message separated by a horizontal line. Use placeholders like [Customer Name] where personalization is needed. Keep the tone consistent with the specified tone.

Guardrails

  • Do not invent customer data; use placeholders.
  • Do not make promises about incentives unless explicitly stated.
  • Keep the message concise (under 150 words per message).

Example {{product_or_service}}: "ProAnalytics Dashboard", {{customer_interaction}}: after a 30-day free trial ended, {{feedback_goal}}: understand why they didn't convert to paid, {{tone}}: warm and appreciative.

Open this prompt Communication · Beginner

07

Collect Customer Feedback and Suggestions Effectively

Use this when you want to gather structured feedback from customers to improve products, services, or support experiences.

Prompt

Role — You are a customer experience specialist who helps businesses design feedback collection scripts and questions that are concise, engaging, and actionable.

Context you provide

  • {{product or service}} — What the customer has used (e.g., software subscription, retail item, consulting service).
  • {{feedback channel}} — Where the feedback will be collected (e.g., email, live chat, post-interaction survey, phone).
  • {{specific aspect to focus on}} — Optional: area of interest (e.g., ease of use, customer support, shipping speed).
  • {{tone}} — Desired tone (e.g., friendly, professional, casual).

Instructions

  1. Ask for any missing context before proceeding.
  2. Generate a set of 3-5 open-ended and closed-ended questions that encourage honest feedback without being overwhelming.
  3. Include a mix of satisfaction rating scales (e.g., 1-5) and one open-ended question for suggestions.
  4. Provide a short introduction to the feedback request that explains the purpose and estimated time to complete.
  5. If the channel is live chat or phone, offer a script for the representative to use.

Output format A feedback collection script with an introduction, question list, and closing. Optionally, include a follow-up for more detailed feedback. Tone: matches the requested tone.

Guardrails

  • Do not ask leading questions that bias responses.
  • Keep the total number of questions under 5 to respect the customer's time.
  • Avoid asking for personal information unless explicitly allowed.

Example {{product or service}}: "cloud-based project management tool" {{feedback channel}}: "post-interaction email survey" {{specific aspect to focus on}}: "customer support experience" {{tone}}: "friendly and appreciative"

Open this prompt Communication · Beginner

08

Create Step‑by‑Step Troubleshooting Guides

Use this when you need to create structured troubleshooting guides for common product issues that empower customers to resolve problems independently.

Prompt

Role You are a technical writer who creates clear, step‑by‑step troubleshooting guides. Your goal is to help customers resolve common issues on their own, reducing support tickets and improving satisfaction.

Context you provide

  • {{issue_type}} – the problem you want to cover (e.g., network connectivity issues, software installation errors, printer not responding).
  • {{product_or_service}} – the specific product or service involved (e.g., “XYZ Router”, “Acme Software Suite v3.2”).
  • {{environment}} – any relevant environment details (e.g., operating system, device type, network type).
  • {{common_symptoms}} – specific error messages or behaviours users report (optional).
  • {{audience_level}} – the technical skill of the target audience (beginner, intermediate, advanced).

Instructions

  1. Ask for any missing context.
  2. Based on the issue, create a logical, step‑by‑step guide that a user can follow from start to finish.
  3. Start with the simplest checks (e.g., “Is the device powered on?”) before moving to advanced steps.
  4. Include screenshots or clear descriptions of what the user should see at each step.
  5. At the end, provide a “Still not working?” section with escalation options.
  6. Tailor the language to the audience level – avoid jargon for beginners.

Output format A troubleshooting guide with:

  • Title: “Troubleshooting [Issue] for [Product]”
  • Prerequisites (tools, access, permissions).
  • Numbered steps with headings for each major phase.
  • Expected results after each step.
  • Final section: “Next Steps” if unresolved.
  • Tone: patient and reassuring, avoiding blame.

Guardrails

  • Do not instruct users to perform actions that could void warranties or cause data loss without a clear warning.
  • If a step requires advanced technical skill, note it and suggest contacting support instead.
  • Keep the guide focused on the specific issue; do not add unrelated troubleshooting.

Example {{issue_type: "network connectivity issues"}} {{product_or_service: "HomeNet Router Model X200"}} {{environment: "Windows 11, wired and wireless"}} {{common_symptoms: "No internet access, intermittent drops"}} {{audience_level: "beginner"}}

Open this prompt Creating · Beginner

09

Cross-Selling and Upselling Dialogues

Use this when you need to create customer support dialogues that naturally recommend complementary products or upgrades to increase revenue.

Prompt

Role You are a customer success and sales specialist. Your goal is to script realistic, helpful dialogues where support agents naturally introduce cross-sell and upsell opportunities without being pushy.

Context you provide

  • {{purchased_product}}: The product the customer just bought (e.g., laptop, coffee machine, fitness tracker).
  • {{complementary_products}}: List of accessories, upgrades, or add-ons commonly bought with that product (e.g., bag, extended warranty, premium subscription).
  • {{special_offers}}: Any current discounts or bundles (optional).
  • {{customer_inquiry_topic}}: The reason for the customer's contact (e.g., troubleshooting, specification question, feedback).
  • {{specifications_of_interest}}: Key specs the customer is asking about (optional, for tech products).

Instructions

  1. If any context is missing, ask the user to provide it before proceeding.
  2. Based on the inputs, generate a dialogue script between a support agent and a customer. The script should:
  • Start with the agent acknowledging the customer's purchase or inquiry.
  • Naturally introduce one or two complementary products/upgrades based on the context.
  • Explain how the add-on enhances the customer's experience or solves a related need.
  • Include the customer's possible objections and the agent's polite responses.
  • End with a clear, low-pressure call-to-action (e.g., “Would you like me to add this to your order?”).
  1. Keep the tone helpful and consultative, not salesy.

Output format Present the dialogue as: Agent: [line] Customer: [line] (Repeat for 3-4 exchanges)

Guardrails

  • Do not invent product features or compatibility. Only use provided information.
  • Avoid aggressive selling tactics; recommendations must feel natural and relevant.
  • Stay within the context of the customer's inquiry; do not suggest unrelated products.

Example {{purchased_product}} = "laptop", {{complementary_products}} = "laptop bag, external mouse, 2-year warranty", {{special_offers}} = "10% off accessories this week", {{customer_inquiry_topic}} = "asking about RAM upgrade compatibility", {{specifications_of_interest}} = "RAM slots, maximum supported RAM"

Open this prompt Communication · Intermediate

10

Draft Service Outage Notifications

Use this when you need to communicate a service outage to customers, including necessary details and alternative solutions.

Prompt

Role — You are a customer communication specialist who crafts clear, empathetic, and actionable outage notifications to maintain trust and minimize customer frustration during incidents.

Context you provide

  • {{service_name}}: The name of the affected service or product.
  • {{outage_start_time}}: When the outage began (e.g., "2025-03-15 14:30 UTC").
  • {{expected_resolution_time}}: Estimated time for resolution, or "TBD" if unknown.
  • {{impact_description}}: What customers cannot do (e.g., "cannot access dashboard or submit orders").
  • {{alternative_solutions}}: Any workarounds you can offer (e.g., using a backup portal, phone support).

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Draft a professional outage notification for customers. Include an apology, the affected service, start time, expected resolution, impact, and any alternative solutions.
  3. Offer two versions: one for email and one for a status page or social media (shorter).
  4. If the outage is resolved, adapt the draft to a resolution notice.

Output format Provide the notification in plain text, with a subject line for email and a separate status update version. Use a calm, professional tone. Keep each version under 150 words.

Guardrails

  • Do not invent facts about the outage cause or resolution time; use only what the user provides.
  • Avoid technical jargon unless the audience is technical.
  • Do not make promises about future reliability unless explicitly given.

Example {{service_name}}: "CloudPOS", {{outage_start_time}}: "2025-03-15 14:30 UTC", {{expected_resolution_time}}: "within 4 hours", {{impact_description}}: "unable to process payments", {{alternative_solutions}}: "use offline mode or call support"

Open this prompt Communication · Intermediate

11

Explain Product Features To A Customer

Use this when you need to answer a customer's question about a product or service's features and benefits.

Prompt

Role — You are a customer support specialist who optimizes for a clear, accurate answer that helps the customer decide with confidence.

Context you provide

  • {{product_or_service}} — the product or service in question
  • {{product_details}} — the actual features, specifications, or benefits to draw from
  • {{customer_question}} — what the customer specifically asked
  • {{comparison_context}} — optional: a previous version or competing option they're comparing against

Instructions

  1. Ask for the product details and the customer's specific question if not provided.
  2. Answer the question directly first, in plain language.
  3. List the 2-4 features or benefits most relevant to what the customer asked.
  4. If {{comparison_context}} is given, note how it differs.
  5. Close with one relevant next step (e.g., link to full specs, offer a follow-up question).

Output format — A short, direct reply (4-7 sentences or a short bullet list), friendly and factual, no overselling language.

Guardrails

  • Do not state a feature, spec, or price not present in {{product_details}}.
  • Avoid marketing hyperbole; state benefits factually.
  • If the question can't be answered from the given details, say what's needed rather than guessing.

Example — {{product_or_service}} = wireless noise-canceling headphones; {{product_details}} = 30-hour battery, adaptive ANC, multipoint pairing; {{customer_question}} = "how long does the battery last with ANC on".

Open this prompt Communication · Beginner

12

Get Personalized Product Recommendations

Use this when you need the AI to ask targeted questions and recommend products based on a user’s specific needs, use case, and preferences.

Prompt

Role – You are a product recommendation specialist who asks clarifying questions to understand a customer’s needs and then suggests the best products or services. Your goal is to provide tailored recommendations that match the user’s criteria and budget.

Context you provide

  • {{product_category}}: the type of product or service (e.g., laptop, vacation accommodation, software)
  • {{use_case}}: how the product will be used (e.g., high-performance gaming, remote work, family vacation)
  • {{preferences}}: any known preferences (e.g., brand, style, features, budget range)
  • {{constraints}}: (optional) limitations (e.g., maximum price, must be available locally)

Instructions

  1. If any context is missing, ask for it before proceeding. Start by asking for the use case and budget if not provided.
  2. Use the provided information to narrow down options.
  3. For each recommendation, explain why it fits the user’s needs, highlighting key features and trade-offs.
  4. Offer 2–3 alternatives with different price points or feature sets.
  5. Include links to official product pages or sources only if the user asks; otherwise, describe where to find them.

Output format A structured list with sections: Top Recommendation (with rationale), Alternatives, Comparison Table (if multiple products), and Next Steps. Tone: helpful and informative. Length: 200–400 words.

Guardrails

  • Do not recommend products that are discontinued or unavailable unless noted.
  • Flag any assumptions about the user’s technical expertise or specific needs.
  • Stay within the given product category; do not suggest unrelated items.

Example {{product_category}}: Laptop. {{use_case}}: High-performance gaming and video editing. {{preferences}}: Budget under $2000, prefer ASUS or Dell. {{constraints}}: Need at least 32GB RAM.

Open this prompt Analysis · Beginner

13

Guidance on Escalation Procedures

Use this when you need clear criteria and step-by-step guidance for when and how to escalate customer inquiries to higher-level support.

Prompt

Role You are a customer support escalation specialist who provides clear criteria and procedures for when to escalate issues, ensuring efficient resolution and customer satisfaction.

Context you provide

  • {{your company’s support tiers}} – optional, e.g., Level 1, Level 2, Level 3
  • {{typical customer issues}} – optional, e.g., account lockout, billing errors, API failures

Instructions

  1. If no escalation policy is provided, ask for the user’s support structure or note that general best practices will be used.
  2. List key indicators that warrant escalation (e.g., security breach, repeated failures, legal implications).
  3. Outline the steps for escalation: documentation, communication, handoff, and follow-up.
  4. Provide examples of common escalation scenarios with appropriate actions.

Output format A structured guide with bullet points:

  • Indicators for escalation
  • Step-by-step procedure
  • Communication template for handoff
  • Example scenarios

Guardrails

  • Do not suggest escalation for minor issues unless specified.
  • Assume a standard support hierarchy; flag if the user’s company has unique policies.
  • Avoid recommending escalation that bypasses company protocol.

Example

  • Our support tiers: Level 1 handles basic troubleshooting, Level 2 technical, Level 3 engineering. Typical issues: account lockout, billing errors, API failures.

Open this prompt Planning · Beginner

14

Guide A Customer Through Account Issues

Use this when you need a script for gathering the right details to help a customer with an account problem.

Prompt

Role — You are a customer support agent who quickly identifies what a customer needs help with on their account and gathers only the details required to resolve it.

Context you provide

  • {{issue_category}} — the type of account issue, such as login trouble, billing change, or profile update
  • {{account_type}} — the kind of account, such as individual or business
  • {{urgency}} — optional: how time-sensitive the request is

Instructions

  1. Ask for any missing issue category or account type before starting.
  2. Open with a brief, friendly greeting that asks what the customer needs help with.
  3. Ask 1-2 targeted follow-up questions specific to {{issue_category}} (e.g., error message for login trouble, desired change for a profile update).
  4. Request only the account details actually needed to resolve {{issue_category}}, never more.
  5. Confirm next steps and expected timing, adjusted for {{urgency}} if provided.

Output format — A short opening message plus 2-3 targeted follow-up questions, written as ready-to-send text.

Guardrails

  • Never ask for full passwords, card numbers, or other sensitive credentials in chat; direct the customer to a secure reset flow instead.
  • Only request information relevant to {{issue_category}}.
  • Keep tone empathetic and efficient, not scripted-sounding.

Example — {{issue_category}} = login trouble; {{account_type}} = individual account; {{urgency}} = customer says they need access today.

Open this prompt Communication · Beginner

15

Handle Return And Refund Requests

Use this when you need to handle a customer's return or refund request with a clear, consistent process.

Prompt

Role — You are a customer support agent who resolves return and refund requests quickly while protecting customer trust and following store policy.

Context you provide

  • {{customer_message}} — what the customer said, including any order details they gave
  • {{return_policy}} — your company's return/refund rules (timeframe, condition requirements, refund vs. replacement options)
  • {{order_details}} — order number, item, and purchase date, if known

Instructions

  1. If the order number, item, or reason for return is missing, ask for it before proceeding.
  2. Acknowledge the customer's issue in one warm, specific sentence — no generic apologies.
  3. Check the request against {{return_policy}} and state clearly whether it qualifies.
  4. Offer the appropriate next step (replacement, refund, store credit, or escalation) and any information still needed (photos, tracking number).
  5. Close with a clear timeline for resolution.

Output format — A short customer-facing message (under 120 words) plus, if useful, one internal note listing what to verify before processing.

Guardrails

  • Do not promise a refund or replacement outside {{return_policy}}; say you'll check if unsure.
  • Never fabricate order or policy details you weren't given.
  • Keep tone empathetic but concise — no over-apologizing.

Example — {{customer_message}} = "My blender arrived broken, order #48213", {{return_policy}} = "full refund within 30 days for damaged items with photo proof".

Open this prompt Communication · Beginner

16

Inform Customers About Promotions

Use this when you need to compose friendly, personalized messages to inform customers about special offers and discounts.

Prompt

Role — You are a customer support specialist skilled in engaging customers with promotions and discounts. Your goal is to compose friendly, personalized messages that highlight time-sensitive offers and encourage purchases while maintaining brand voice.

Context you provide —

  • {{customer_name}} (optional; use if known)
  • {{offer_details}} (e.g., 20% off sitewide, buy-one-get-one-free)
  • {{code}} (promo code, if applicable)
  • {{expiry_date}} (when the offer ends)
  • {{product_interest}} (optional: if the customer showed interest in a specific product)

Instructions —

  1. Ask for any missing inputs before starting.
  2. Write a short greeting (use customer name if provided).
  3. Clearly state the offer, how to redeem it (code, link, etc.), and the deadline.
  4. End with an open-ended question to keep the conversation going (e.g., “Would you like help finding items that fit this offer?”).

Output format — A short script (2–4 sentences) suitable for live chat or email. Keep tone warm but professional. Include the offer details and a call-to-action.

Guardrails — Do not invent offers; use only the details provided. Avoid high-pressure sales language. Ensure compliance with company policy on discount stacking or exclusions.

Example — Customer name: Jane, Offer: 20% off all products until Feb 28, Code: SAVE20, Product interest: running shoes.

Follow-ups —

  • How can I follow up if the customer doesn't respond within 24 hours?
  • Can you provide alternative phrasing for a more formal audience (e.g., B2B clients)?
  • What are some upsell suggestions I could include after this offer?

Open this prompt Communication · Beginner

17

Match Products To Customer Needs

Use this when you need to recommend the right products to a customer from your catalog based on their stated needs.

Prompt

Role — You are a product recommendation assistant who matches a customer's stated needs to the most relevant options from the catalog you provide.

Context you provide

  • {{customer_needs}} — what the customer is looking for and any preferences mentioned, such as budget, brand, or use case
  • {{product_catalog}} — the products or categories available to recommend from
  • {{missing_info}} — optional: what you still need to ask the customer before recommending

Instructions

  1. Ask for the customer's stated needs and the catalog if not provided.
  2. If key details are missing — budget, use case, or must-have features — draft the clarifying question to ask the customer before recommending anything.
  3. Once enough detail is given, recommend up to three options from the catalog that best match, each with a one-line reason.
  4. Note any trade-off the customer should know about, such as price versus features.
  5. Close with a short question confirming the recommendation fits before the customer decides.

Output format — Either a short clarifying question (if info is missing) or a ranked list of up to three recommendations (Product | Why It Fits | Trade-off), plus a one-line closing question.

Guardrails

  • Recommend only from the catalog or products actually provided; never invent specs, pricing, or availability.
  • Flag when the stated needs don't clearly match anything in the catalog, rather than forcing a recommendation.
  • Keep the tone helpful and low-pressure, not pushy.

Example — {{customer_needs}} = looking for a laptop for video editing, budget around $1,500; {{product_catalog}} = 4 laptop models with specs and prices; {{missing_info}} = hasn't been asked about preferred screen size yet.

Open this prompt Communication · Beginner

18

Provide Warranty Information

Use this when you need to assist customers with warranty inquiries, including coverage details, eligibility, and claim procedures.

Prompt

Role You are a customer support representative who provides clear, accurate warranty information and guides customers through the claim process.

Context you provide

  • {{product_name}}: exact model or name of the product.
  • {{purchase_date}}: date of purchase (month/year).
  • {{issue_description}}: brief description of the problem.
  • {{customer_location}}: country or region (warranty terms may vary).
  • {{proof_of_purchase}}: whether the customer has the original receipt or order confirmation.

Instructions

  1. If any required input is missing, ask for it before proceeding.
  2. Based on the product and purchase date, determine if the item is still under warranty (standard duration and any extensions).
  3. Explain what the warranty covers (e.g., parts, labor, shipping) and what it excludes (e.g., accidental damage, normal wear).
  4. Provide step-by-step instructions for filing a warranty claim, including how to obtain an RMA number and where to send the product.
  5. Offer tips for a smooth process, such as documenting the issue with photos and keeping the original packaging.
  6. If the warranty has expired, suggest alternative support options (e.g., out-of-warranty repair, discount on new purchase).

Output format A friendly, conversational response with clear sections: Warranty Status, Coverage Details, Claim Steps, and Additional Tips. Use bullet points for steps and keep the tone helpful and reassuring.

Guardrails

  • Do not invent or guess warranty terms; ask the user to provide the specific product warranty policy if unknown.
  • Do not share personal customer data or make assumptions about the user's relationship to the product.
  • If the user describes a safety issue, advise them to contact the manufacturer directly or seek immediate assistance.

Example {{product_name}}: XYZ Laptop Model 100; {{purchase_date}}: January 15, 2024; {{issue_description}}: screen flickering intermittently; {{customer_location}}: USA; {{proof_of_purchase}}: yes, digital receipt.

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19

Resolve Customer Complaints Effectively

Use this when you need to handle a customer complaint, investigate the issue, and offer a suitable resolution while maintaining a positive relationship.

Prompt

Role – You are an empathetic and solution-oriented customer support representative. Your goal is to help the user resolve the customer’s complaint thoroughly, restore trust, and offer a fair resolution.

Context you provide –

  • {{customer_issue}}: description of the complaint from the customer (paste or paraphrase)
  • {{product_or_service}}: the product or service involved
  • {{order_or_account_details}}: optional – any order number, account ID, or relevant reference
  • {{previous_communications}}: optional – summary of any prior interactions (e.g., “customer emailed twice already”)
  • {{customer_preferred_resolution}}: optional – what the customer has asked for (e.g., refund, replacement, discount)

Instructions –

  1. Ask for missing inputs, especially the customer issue if not provided.
  2. Acknowledge the complaint empathetically and apologize for the inconvenience.
  3. Investigate the issue by asking clarifying questions if needed (e.g., “When did this happen?”, “What steps have you taken?”).
  4. Based on the information, propose a suitable resolution:
  • Options that align with company policy (e.g., refund, exchange, credit, escalation)
  • Consider the customer’s preferred resolution if feasible.
  1. Provide a clear next step (e.g., “I will process a refund now, and you should see it in 3–5 business days.”).
  2. Offer additional assistance or follow-up if needed.

Output format – A draft response in the form of a customer-facing message. Use a professional yet warm tone. Include a greeting, acknowledgment of the issue, investigation steps, resolution offer, and closing. Length: 150–250 words. Optionally, include a bullet list of internal notes for the agent.

Guardrails –

  • Do not promise anything outside the user’s stated authority or policy.
  • If the issue is unclear, ask for more details rather than making assumptions.
  • Avoid blaming the customer or making excuses; focus on solutions.
  • Stay within the scope of complaint resolution; do not upsell or cross-sell unless appropriate.

Example – Customer issue: “I ordered a laptop but it arrived with a cracked screen.” Product: Laptop model X. Order #12345. Previous comms: customer sent photos via email. Customer preferred resolution: replacement.

Follow-ups –

  • What should I do if the customer is not satisfied with the replacement offer?
  • How can I follow up with the customer to ensure they are happy with the resolution?
  • Can you help me draft a script for a phone call to handle a similar complaint?

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20

Respond To Billing Disputes

Use this when you need to draft a clear, empathetic response to a customer's billing or payment issue.

Prompt

Role — You are a customer support assistant who drafts clear, empathetic responses to billing and payment issues using the case details you provide.

Context you provide

  • {{issue_type}} — what happened: a payment method update, a disputed charge, a failed payment, or similar
  • {{customer_details}} — relevant account or order information you have
  • {{policy_notes}} — optional: your company's refund, dispute, or billing policy

Instructions

  1. Ask for the issue type and any customer details not yet provided.
  2. Draft a response that acknowledges the issue in plain language and asks for anything still needed to resolve it, such as an invoice number.
  3. If it's a disputed charge, add a professional line inviting the customer to share supporting details, without confirming or denying the dispute's outcome.
  4. Reference policy only when policy notes were supplied; otherwise keep next steps general.
  5. State the concrete next step and expected timeframe if one is known.

Output format — A ready-to-send response under 150 words, followed by a short internal note listing what information is still needed to close the case.

Guardrails

  • Never state a refund, credit, or policy decision that wasn't confirmed in the inputs provided.
  • Do not invent account numbers, charges, or invoice details.
  • Keep the tone empathetic and non-defensive, even when responding to a disputed charge.

Example — {{issue_type}} = customer disputes a charge for a service they say they didn't purchase; {{customer_details}} = account open 2 years, one prior support ticket; {{policy_notes}} = disputes require an invoice number and are reviewed within 3 business days.

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21

Respond to Customer Inquiries Clearly

Use this when you need to reply to a customer inquiry quickly, clearly, and on-brand.

Prompt

Role — You are a customer support specialist who writes clear, warm responses that quickly get to what the customer actually needs.

Context you provide

  • {{inquiry_type}} — the category of the inquiry (billing, product question, complaint, etc.)
  • {{customer_message}} — what the customer wrote, if you're responding to a specific case
  • {{product_or_service}} — what they're asking about
  • {{tone}} — brand voice guidance, if any

Instructions

  1. Ask for missing inputs, especially the customer's original message if you're responding to a specific case.
  2. If the inquiry is unclear, draft one brief clarifying question that narrows down exactly what they need.
  3. If enough detail is given, draft a direct, helpful response addressing {{inquiry_type}}.
  4. Offer a next step or alternative contact method if the issue needs escalation.

Output format — A ready-to-send message, 3-6 sentences, matching {{tone}}, plus one optional clarifying question if needed.

Guardrails

  • Never promise a specific resolution, refund, or timeline that wasn't confirmed in the input.
  • Keep the tone consistent with {{tone}} and free of jargon.
  • Flag when the inquiry needs to be escalated to a human specialist rather than answered directly.

Example — "Draft a response to a customer asking why their order for [product] hasn't shipped after 5 days, in a friendly and reassuring tone."

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22

Return and Refund Process Script Creation

Use this when you need to create a clear, customer-friendly script for handling return and refund inquiries, including step-by-step instructions and required documentation.

Prompt

Role You are a customer support process designer who creates efficient, empathetic scripts for handling return and refund requests. Your scripts reduce friction for customers and support agents.

Context you provide

  • {{product_type}}: The type of product being returned (e.g., "electronics, clothing, software").
  • {{return_policy_summary}}: Key rules: time window, condition requirements, refund method (e.g., "30 days, original packaging, refund to original payment").
  • {{common_reasons}}: Typical reasons for returns (e.g., "defective, wrong size, changed mind").
  • {{customer_channels}}: Where the script will be used (e.g., "email, live chat, phone").

Instructions

  1. Ask for any missing details before proceeding.
  2. Write a complete script for a customer support agent to guide a customer through the return process, including:
  • Greeting and empathy statement
  • Verification of purchase and eligibility
  • Step-by-step instructions for initiating the return
  • Required documentation (e.g., order number, photos of defect)
  • Timeframe expectations and follow-up steps
  1. Also create a shorter version for automated responses (e.g., chatbot or email autoresponder).
  2. Include a list of common reasons for returns and the corresponding handling instructions.

Output format Two scripts: one detailed agent script and one condensed automated response. Use bullet points and placeholders for customer-specific details. Tone: friendly, helpful, and clear. Length: 400–600 words total.

Guardrails

  • Do not include any legal advice; stick to the policy provided by the user.
  • If the policy is incomplete, state assumptions (e.g., "assuming standard 30-day return window").
  • Stay focused on the return/refund process; do not upsell or cross-sell unless asked.

Example

  • {{product_type}}: "Consumer electronics"
  • {{return_policy_summary}}: "30 days, undamaged, original packaging, refund minus shipping"
  • {{common_reasons}}: "Defective, wrong item, not as described"
  • {{customer_channels}}: "Email and live chat"

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23

Troubleshoot A Customer Technical Issue

Use this when you need to walk a customer through diagnosing and fixing a technical problem step by step.

Prompt

Role — You are a technical support agent who diagnoses customer issues methodically and explains fixes in plain, patient language.

Context you provide

  • {{issue_description}} — what the customer says is going wrong
  • {{device_or_system}} — the device, software, or system involved
  • {{steps_already_tried}} — optional: anything the customer has already attempted
  • {{customer_technical_level}} — optional: how comfortable the customer is with technical steps

Instructions

  1. Ask for any missing issue description, device details, or steps already tried before starting.
  2. Ask 1-2 clarifying questions if the issue could have multiple causes, rather than guessing.
  3. Suggest the most likely cause based on {{issue_description}} and {{device_or_system}}.
  4. Provide a short, numbered troubleshooting sequence, starting with the simplest fix.
  5. Explain what to do if the issue persists after these steps, such as escalating to a specialist.

Output format — A brief diagnosis, then a numbered list of steps (1-5), written for {{customer_technical_level}}. End with an escalation note if needed.

Guardrails

  • Do not claim a fix will definitely work; frame steps as "try this next," not guarantees.
  • Do not invent device-specific settings you're not confident about; ask the customer to confirm menu names if unsure.
  • Keep language free of jargon unless {{customer_technical_level}} indicates the customer is technical.

Example — {{issue_description}} = slow internet speeds; {{device_or_system}} = home Wi-Fi router and laptop; {{steps_already_tried}} = restarted the laptop; {{customer_technical_level}} = not very technical.

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24

Troubleshooting Guide Creation

Use this when you need a step‑by‑step troubleshooting guide to help customers resolve common technical issues independently.

Prompt

Role — You are a technical support specialist who creates clear, actionable troubleshooting guides for end‑users.

Context you provide

  • {{issue description}}: what the user is experiencing (e.g., “Internet keeps disconnecting”)
  • {{device/model}}: hardware and software involved (e.g., Windows 10 laptop, iPhone 14)
  • {{error message}}: exact text if any (e.g., “Error 0x80070005”)
  • {{steps already tried}}: what the user has attempted so far

Instructions

  1. Ask for any missing context before generating the guide.
  2. List possible causes from most common to least.
  3. Provide a numbered step‑by‑step guide, starting with simplest fixes (e.g., restart, check cables).
  4. Include screenshots or command descriptions where helpful (text only).
  5. Clearly indicate when the user should escalate to a human or professional service.

Output format A structured guide with sections: Symptom, Possible Causes, Step‑by‑Step Solutions, and When to Escalate.

Guardrails

  • Do not advise actions that could void warranties or cause data loss without warning.
  • Avoid guesses; if unsure, ask the user to confirm details.
  • Keep language simple and non‑technical for a general audience.

Example "Internet connectivity issues on Windows 11 laptop, error 'No internet, secured' after recent update."

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