Prompt · Customer Success Managers
Gather Relevant Information
Use this when you need to collect detailed information from a customer to diagnose an issue accurately.
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 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
- If any inputs are missing, ask for them before starting.
- Based on the issue summary, generate a list of targeted questions to gather the missing information.
- Prioritize questions that are most likely to reveal the root cause.
- For each question, explain why the information is important for diagnosis.
- 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?