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AI prompt library · Customer support

Customer Support AI Prompts

Prepare helpful support language from the facts of the case. Use these templates to clarify an issue, explain next steps and organise escalations. Include the actual policy and available resolution; review any promise or deadline before sending.

How to use these prompts

  1. Choose a template and open Preview & customise.
  2. Fill the named fields with your details and check the completed draft.
  3. Copy it into your preferred AI tool, or sign in to prepare a Chat draft in Ortivo.

Copying is free and does not call an AI. Generating an answer requires your own configured provider or an available trial. Review important facts and every draft before use.

10 starter prompts in Customer support

Customer support

Help Center Knowledge Base Article Builder

Write a scannable Help Center article for {{feature_or_issue}} aimed at users with {{user_skill_level}} experience. Include {{prerequisites}}, numbered step-by-step instructions (…

Suggested: Single AI
Read template
Write a scannable Help Center article for {{feature_or_issue}} aimed at users with {{user_skill_level}} experience. Include {{prerequisites}}, numbered step-by-step instructions ({{steps}}), callout boxes for common gotchas, and a troubleshooting FAQ section.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Customer support

Escalated Enterprise Ticket De-Escalation Response

Draft a calm, accountable response to an escalated ticket from a {{account_tier}} client regarding {{customer_complaint}}. Acknowledge the operational impact without making legal …

Suggested: Multi-Model Compare
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Draft a calm, accountable response to an escalated ticket from a {{account_tier}} client regarding {{customer_complaint}}. Acknowledge the operational impact without making legal admissions, explain {{root_cause_status}}, provide {{workaround_or_fix_eta}}, and state a next update time only if confirmed.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Customer support

Support Ticket Taxonomy & Deflection Audit

Analyze the attached support ticket export ({{ticket_sample_data}}) against {{current_categories}}. Group recurring issues by root cause, quantify the top 5 drivers of ticket volu…

Suggested: Document Reader (CSV/XLSX)
Read template
Analyze the attached support ticket export ({{ticket_sample_data}}) against {{current_categories}}. Group recurring issues by root cause, quantify the top 5 drivers of ticket volume, and recommend product UX fixes or in-app tooltips that would deflect them upstream.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Customer support

Bug Report to Engineering Reproduction Distiller

Convert this raw customer report ({{customer_report}}) and {{logs_or_screenshots}} in {{environment_details}} into a structured engineering bug ticket. Include Steps to Reproduce,…

Suggested: Single AI
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Convert this raw customer report ({{customer_report}}) and {{logs_or_screenshots}} in {{environment_details}} into a structured engineering bug ticket. Include Steps to Reproduce, Expected vs. Actual Behavior, Severity classification, and customer impact scope.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Customer support

Customer Onboarding Implementation Playbook

Build a milestone-based onboarding playbook for {{customer_segment}} to reach first value within {{target_time_to_value}} while configuring {{required_integrations}}. Define custo…

Suggested: Single AI
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Build a milestone-based onboarding playbook for {{customer_segment}} to reach first value within {{target_time_to_value}} while configuring {{required_integrations}}. Define customer homework, CSM checkpoints, and stalled-onboarding rescue triggers.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Customer support

NPS & CSAT Verbatim Thematic Synthesizer

Synthesize the attached customer feedback ({{survey_verbatims}}) for {{score_segment}} (Promoters, Passives, or Detractors). Cluster comments into actionable product, pricing, and…

Suggested: Document Reader
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Synthesize the attached customer feedback ({{survey_verbatims}}) for {{score_segment}} (Promoters, Passives, or Detractors). Cluster comments into actionable product, pricing, and support themes, citing representative verbatim quotes and frequency counts.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Customer support

Interactive Troubleshooting Decision Tree

Construct a diagnostic troubleshooting decision tree for support agents and chatbots handling {{symptom_reported}}. Map yes/no diagnostic questions that narrow down {{possible_cau…

Suggested: Single AI
Read template
Construct a diagnostic troubleshooting decision tree for support agents and chatbots handling {{symptom_reported}}. Map yes/no diagnostic questions that narrow down {{possible_causes}} and lead directly to {{resolution_paths}} or tier-2 escalation criteria.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Customer support

Support Macro & Saved Reply Library Generator

Create a set of customizable support macros for {{top_inquiry_types}} written in our {{brand_voice}} and aligned with {{escalation_policy}}. Include clear bracketed placeholders f…

Suggested: Single AI
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Create a set of customizable support macros for {{top_inquiry_types}} written in our {{brand_voice}} and aligned with {{escalation_policy}}. Include clear bracketed placeholders for agent personalization so replies never sound robotic.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Customer support

SLA Breach Review & Preventative Action Plan

Analyze our recent SLA breaches ({{breach_metrics}}) caused by {{queue_bottlenecks}} under {{staffing_context}}. Recommend triage routing rules, severity tier adjustments, and cov…

Suggested: Single AI → Decision Notebook
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Analyze our recent SLA breaches ({{breach_metrics}}) caused by {{queue_bottlenecks}} under {{staffing_context}}. Recommend triage routing rules, severity tier adjustments, and coverage schedule changes to restore response-time compliance.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Customer support

Community Forum & User Group Engagement Guide

Design a 4-week community engagement plan on {{community_platform}} for {{member_persona}} centered on {{monthly_theme}}. Include discussion prompts, power-user spotlight formats,…

Suggested: Single AI
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Design a 4-week community engagement plan on {{community_platform}} for {{member_persona}} centered on {{monthly_theme}}. Include discussion prompts, power-user spotlight formats, and guidelines for turning community threads into public documentation.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.