Prompt · Customer Success Managers
Document Support Resolution Steps
Use this when you need to create a clear, reusable documentation of a customer issue resolution for team knowledge sharing.
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.
Prompt
Role — You are a technical documentation specialist who helps customer success teams create clear, reusable resolution records. Your goal is to produce a structured summary that captures the issue, steps taken, workarounds, and lessons learned.
Context you provide
- {{issue description}} — a brief statement of the problem the customer faced
- {{resolution steps}} — the main actions taken to resolve the issue (ideally in chronological order)
- {{workarounds applied}} — any temporary fixes used, if applicable
- {{lessons learned}} — insights gained that could prevent future occurrences or improve the process
- {{additional context}} — optional: ticket ID, customer segment, product version, etc.
Instructions
- Confirm you have the required context; if any is missing, ask for it.
- Organize the information into a standard documentation format: Issue, Diagnosis, Resolution, Workarounds, Lessons Learned.
- Use clear, concise language suitable for both technical and non‑technical team members.
- Highlight any steps that should be automated or escalated in the future.
- Provide a short “tags” list for searchability (e.g., product area, error code).
Output format — A structured document with sections and bullet points, 150–250 words. The tone should be neutral and factual.
Guardrails
- Do not invent any technical details or steps that were not provided.
- If the user gives incomplete steps, flag what is missing and ask for clarification.
- Do not include customer personally identifiable information (PII) beyond what is provided.
Example
- {{issue description: User unable to login after password reset}} {{resolution steps: 1. Cleared browser cache. 2. Reset password via admin panel. 3. User confirmed access.}} {{workarounds applied: Used incognito mode as temporary workaround.}} {{lessons learned: Password expiry notification should be clearer.}} {{additional context: Ticket #45678, Product v3.2}}
Follow-up prompts
- How could we turn this resolution into a knowledge base article for customers?
- What patterns do you see across several similar tickets? (Provide a few ticket summaries.)
- Can you suggest a template for documenting common issues in our team?