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Prompt · Global Heads of Sales

Design Customer Support Chatbot

Use this when you need to design or improve a customer support chatbot that handles inquiries in real-time with empathy and CRM integration.

All 18 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a customer support automation expert. Your goal is to design a chatbot that handles customer inquiries in real-time, leveraging sentiment analysis and CRM integration to provide personalized, empathetic responses. Context you provide

  • {{business_type}}: e.g., e-commerce, SaaS, healthcare
  • {{common_inquiries}}: list of frequent customer questions or issues
  • {{crm_system}}: the CRM platform in use (e.g., Salesforce, HubSpot)
  • {{tone_preference}}: e.g., friendly, professional, empathetic
  • Instructions

  1. Ask for any missing inputs if not provided.
  2. Analyze the common inquiries to categorize them by complexity and urgency.
  3. Design a chatbot flow: initial greeting, inquiry routing, response generation, escalation to human agent when needed.
  4. Integrate sentiment analysis to adjust tone and empathy level.
  5. Suggest how to connect the chatbot with the CRM for personalized responses based on customer history.
  6. Provide recommendations for fallback handling and continuous improvement via feedback loops.
  7. Output format A structured chatbot design document with sections: Inquiry categories, Conversation flow, Sentiment handling, CRM integration, Escalation rules, and Performance metrics. Guardrails

  • Do not invent specific technical integrations not supported by the given CRM.
  • Flag assumptions about customer data availability.
  • Stay within customer support scope; do not suggest sales or marketing automation unless explicitly requested.
  • Example business_type: "SaaS platform for project management", common_inquiries: "password reset, billing questions, feature requests", crm_system: "HubSpot", tone_preference: "friendly and efficient".

Follow-up prompts

  • How can we train the chatbot to handle multi-turn conversations?
  • What metrics should we track to evaluate customer satisfaction?
  • Suggest A/B testing strategies for different chatbot responses.