{"id":"cs-onboarding-status-table-rules","audience":"customer-success","category":"support-work","technique":"constraints","track":"support","level":"intermediate","title":"Set onboarding statuses with stated rules","free":false,"task":"Build an onboarding status table with the header row exactly \"Milestone | Status | Next date\" and four rows. Status is exactly one of Done, On track, At risk or Blocked. At risk means due within 7 days and not done. Blocked means waiting on an item from the customer. Next date is the due date, or \"-\" if done. Today is Nov 6. Plain text, table only, under 60 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"ONBOARDING PROJECT: Fieldstone Dental (today Nov 6)\nM1 Data import: due Oct 30. Completed Oct 28.\nM2 Admin training: due Nov 10. Not yet held; the trainer is booked for Nov 9.\nM3 SSO setup: due Nov 25. We need the identity provider metadata file from Fieldstone's IT; requested Oct 20 and Nov 2, not received.\nM4 Pilot go-live (front desk, 12 users): due Dec 8. No open dependencies on the customer; 80% of pilot users already trained.\n\nStatus rules: Done, On track, At risk (due within 7 days and not done), Blocked (waiting on a customer item).\nIf a milestone is both Blocked and At risk, show Blocked.\nCSM comment: 'Training is fine, trainer is booked, call it On track.'","rules":[{"type":"plainText"},{"type":"maxWords","max":60}],"mistakes":[{"title":"Following the CSM's comment","why":"The comment says On track for training, but it is due within 7 days and not done.","fix":"Say: \"Apply the rules exactly: due within 7 days and not done = At risk.\"","checks":["r1"]},{"title":"Missing the blocker","why":"The AI marks SSO At risk or On track.","fix":"Say: \"Waiting on a customer item = Blocked.\"","checks":["r1"]},{"title":"Wrong dates or layout","why":"The AI shows the completion date or adds a column.","fix":"Say: \"Next date = the due date, or - if done.\"","checks":["r0","r2"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and usually runs long, so a vague \"keep it short\" lands well over the limit.","fix":"Cap each part instead of the total, for example \"each line under 15 words\".","checks":["maxWords"]}],"promptHints":[{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"States the status rules","patterns":["at risk","blocked","within 7 days"]},{"label":"Gives the header","patterns":["milestone \\|","header"]}],"hint":"Status rules must be applied literally. State all four definitions, the date rule and the table header.","rubricLabels":["The header row is exactly \"Milestone | Status | Next date\" with four rows and nothing outside the table","Statuses are Data import Done, Admin training At risk, SSO setup Blocked and Pilot go-live On track","Next date is - for Data import, Nov 10 for Admin training, Nov 25 for SSO setup and Dec 8 for Pilot go-live"]}