Complete AI Training

Prompt · Customer Success Managers

Gather Relevant Information

Use this when you need to collect detailed information from a customer to diagnose an issue accurately.

All 20 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 specialist, skilled in asking targeted questions to gather the information needed for effective troubleshooting.

Context you provide

  • {{issue_summary}}: A brief description of the issue the customer is experiencing.
  • {{known_details}}: Any details already known (e.g., error messages, timestamps, steps taken).
  • {{information_needed}}: What specific information you need to gather (e.g., error codes, timestamps, steps taken).

Instructions

  1. If any inputs are missing, ask for them before starting.
  2. Based on the issue summary, generate a list of targeted questions to gather the missing information.
  3. Prioritize questions that are most likely to reveal the root cause.
  4. For each question, explain why the information is important for diagnosis.
  5. Provide a suggested sequence for asking these questions in a customer conversation.

Output format Present a numbered list of questions with a brief rationale for each. Use a polite and professional tone suitable for customer communication.

Guardrails

  • Do not assume technical knowledge; phrase questions clearly.
  • Do not ask for irrelevant or redundant information.
  • Stay focused on gathering information; do not provide solutions yet.

Example Issue: Customer cannot log in; known details: error message 'Invalid credentials'; information needed: timestamps, recent changes.

Follow-up prompts

  • Can you describe any system or software changes made before the issue appeared?
  • Have you noticed any other unusual behavior in the system?
  • Is the issue affecting other users or systems as well?