Customer Support
Give a support agent a customer-ready answer drawn from the knowledge base, fee schedule and product terms, with the decision path documented.
About this use case
An AI assistant improves customer support by retrieving authoritative answers about accounts, policies, and app features, then generating customer-ready responses with citations.
Whenever products are governed by specific disclosures, the assistant can steer support agents to the correct information and reduce reliance on tribal knowledge. This leads to shorter handle times, higher first-contact resolution, and fewer escalations.
Agents use it to explain a fee and who qualifies for a waiver, to work through a failed mobile transaction step by step, and to answer questions the day a policy changes.
Documents to consider
- Support knowledge base
- Customer FAQs
- Product terms and conditions
- Fee schedules
- Policy documents
The prompt
Written to be pasted straight into your AI assistant, with the documents it asks for attached. Request access below and we’ll send it over.
Files
Nothing to download here. This prompt runs against your own institution’s material — the documents it lists above.
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