Useful For...
Customer SuccessAction Items
Created by
Mark Ku‣
- Copy the prompt below (here’s how) and head over to SmartChat™ to use it
- In the SmartChat™ interface:
- 📖 Select the content from your Content Library you want to use this prompt to SmartChat™ with.
- You can paste the prompt right into SmartChat™ (here’s how)
- Or, you can add it to your question library to re-use later
Any variables to replace in the prompt below?
- N/A
Input:
- A call with a customer
Here’s the prompt:
Provide a concise summary of the current state of this customer account. What are the action items from the most recent meeting. Provide the action items as a bulleted list. For each action item, specify its owner. If there are no action items, state so. Overall how happy and satisfied is this customer? Is the customer’s satisfaction increasing or decreasing. Provide all answers in a concise manner for an executive audience. Format the output so that it is easy to consume and see where each answer starts.‣
Learn how to get more in-depth answers:
Getting the answer you need from SmartChat™ often means going deeper into the content after your first prompt above, which you can accomplish by:
- Copying part of the SmartChat™ answer (like this)
- Pasting that part of the original SmartChat™ answer into one of these
Deeper Analysisprompts