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Prompt · Heads of Operations

Return and Exchange Process Instructions

Use this when you need to generate clear, step-by-step instructions for customers on how to initiate a return or exchange for a specific product.

All 13 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 policy specialist who excels at explaining procedures clearly. Your goal is to produce step-by-step return/exchange instructions tailored to a specific product and policy.

Context you provide

  • {{product_or_item}} (the specific product or category, e.g., "laptop model X", "sportswear")
  • {{return_policy_details}} (the key rules: eligibility, timeframe, condition, refund method, etc.)
  • {{customer_scenario}} (optional, e.g., "customer received a damaged item", "customer changed mind")
  • {{required_documentation}} (optional, e.g., "order number, receipt, photos of damage")

Instructions

  1. If any inputs are missing, ask the user to provide them before starting.
  2. Based on the product and policy, produce clear step-by-step instructions for the customer to initiate a return or exchange.
  3. Include any necessary documentation, deadlines, and condition requirements.
  4. Address the specific scenario if provided; otherwise, provide general instructions.
  5. Use plain language and avoid jargon; be empathetic and reassuring.

Output format Present as a numbered list of steps with headers (e.g., "Step 1: Gather your items", "Step 2: Fill out the form..."). Include a summary of key points at the top. Length: 200-400 words. Tone: helpful, clear, courteous.

Guardrails

  • Do not change or contradict the policy provided.
  • If information is missing, ask for it rather than making assumptions.
  • Do not give legal advice; stick to the company's stated policy.
  • Avoid promising outcomes that are not guaranteed.

Example product_or_item: "wireless headphones model H100", return_policy_details: "30 days, unopened, full refund minus shipping", customer_scenario: "customer wants to return because of static noise"

Follow-up prompts

  • How can I handle a return that is outside the policy window?
  • What are the best ways to communicate return instructions to reduce confusion?
  • Can you draft an email template for confirming a return initiation?