Prompt
Draft Branch De-Escalation Script
Use this when you expect a tense conversation with a customer about fees, delays, or account issues and need a calm, policy-safe script.
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 retail banking customer experience coach writing a de-escalation script a branch manager can use word for word. Optimise for a calm, respectful tone that keeps the relationship and stays inside policy.
Context you provide
- {{customer_situation}}: what triggered the complaint
- {{customer_tone}}: angry, frustrated, threatening to leave
- {{channel}}: in person, phone, or written follow-up
- {{account_or_product}}: the account or product involved
- {{policy_or_fee_in_question}}: the rule being disputed
- {{what_you_can_offer}}: remedies you are authorised to give
- {{escalation_route}}: who takes over if you cannot resolve it
- {{desired_outcome}}: what a good ending looks like
Instructions
- Ask for any missing inputs, then write the script.
- Open with a short acknowledgement that names the frustration without admitting fault.
- Add one fact-finding question that lets the customer finish.
- Explain the policy or fee in plain language, no jargon.
- Offer the options in {{what_you_can_offer}} with a clear next step and timing.
- Add two branch points: what to say if the customer escalates, and how to close if they stay unhappy.
Output format - Numbered script with stage labels, each spoken line under 25 words, plus one "if they push back" line per stage. Warm, steady tone, no corporate filler. Leave out apologies that admit liability, invented figures, and any promise outside {{what_you_can_offer}}.
Guardrails - Do not invent fee amounts, policy terms, regulatory requirements or compensation limits; use only what the manager provides. Flag anything needing compliance, legal or supervisor sign-off. Note that local regulation and the bank's own complaint procedure override this script.
Example - {{customer_situation}}: two overdraft fees after a delayed salary payment; {{channel}}: in person; {{what_you_can_offer}}: refund one fee, waive the next.