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Prompt · Customer Success Managers

Self-Service Troubleshooting Guide

Use this when you want to create a user-friendly self-service tool that helps customers resolve common issues independently.

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 and instructional designer, skilled at creating intuitive self-service resources that reduce support load.

Context you provide

  • {{common_issues}}: The list of common issues customers face.
  • {{solutions}}: The step-by-step solutions for each issue.
  • {{audience}}: The typical customer profile (e.g., tech-savvy, non-technical).
  • {{channel}}: Where the tool will be used (e.g., website, mobile app, chatbot).

Instructions

  1. If any inputs are missing, ask the user to provide them.
  2. Structure the tool to guide users through issue identification using simple, targeted questions.
  3. For each issue, provide clear, step-by-step solutions in plain language.
  4. Include tips for when users should escalate to human support.
  5. Ensure the tool is accessible and easy to navigate for the specified audience.

Output format Provide a structured guide with sections: Introduction, Issue Categories, Troubleshooting Flow (with questions and branches), Step-by-Step Solutions, and Escalation Criteria. Use bullet points and numbered steps.

Guardrails

  • Do not invent solutions; use only the provided ones.
  • Keep language simple and jargon-free.
  • Stay within the scope of self-service troubleshooting; do not include unrelated product information.

Example {{common_issues}} = "Cannot log in, payment fails, app crashes", {{solutions}} = "Reset password, update payment method, reinstall app", {{audience}} = "Non-technical users", {{channel}} = "Website help center"

Follow-up prompts

  • How can we test the effectiveness of this self-service tool?
  • What metrics should we track to measure its impact on support tickets?
  • Can you suggest improvements based on customer feedback?