{"id":"cx-call-recap-email-three-labels","audience":"customer-support","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Send a phone-call recap with three labeled lines","free":false,"task":"Write a recap email to Mr. Elias after the call. Start with \"Hi Mr. Elias,\", then exactly three lines starting \"You agreed to:\", \"We will:\" and \"Next contact:\", then end with \"Thanks, Wren\". Include only what was agreed. Plain text, under 70 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"CALL NOTES - Nov 6, 10:15, Mr. Elias, order #6021 (sofa, damaged leg)\n- Customer will send a photo of the damaged leg by Nov 8. Needed before we can ship the part.\n- We will ship a replacement leg once we have the photo; target delivery within 5 days of receiving it.\n- The sofa itself stays with the customer. No pickup.\n- We will email him tracking on Nov 12 at the latest.\n- During the call the agent said 'maybe a partial refund could work too'. A manager has NOT approved any refund.\n- Customer prefers email, not phone.","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Mentioning the maybe-refund","why":"The AI includes the agent's unapproved comment.","fix":"Say: \"Only what was agreed; no refund talk.\"","checks":["r2"]},{"title":"Skipping the exact format","why":"The AI writes a normal email.","fix":"Give the greeting, three labels and sign-off.","checks":["r0"]},{"title":"Missing the dates","why":"The AI says 'soon' instead of Nov 8 and Nov 12.","fix":"Say: \"Use the dates from the notes.\"","checks":["r1"]},{"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":"Gives the three labels","patterns":["you agreed to:","we will:","next contact:"]},{"label":"Gives the greeting and sign-off","patterns":["hi mr\\. elias","thanks, wren"]},{"label":"Limits to what was agreed","patterns":["only what was agreed","agreed only","nothing else"]},{"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+"]}],"hint":"Give the greeting, the three labels, the sign-off and a limit on what to include.","rubricLabels":["The email starts with \"Hi Mr. Elias,\", has three lines starting You agreed to:, We will: and Next contact:, and ends with \"Thanks, Wren\"","You agreed to: sending a photo by Nov 8; We will: ship a replacement leg once the photo arrives; Next contact: email with tracking by Nov 12","The email does not mention a refund or a pickup of the sofa"]}