{"id":"cx-dispute-evidence-checklist-sorted","audience":"small-business","category":"support-work","technique":"constraints","track":"support","level":"intermediate","title":"Pick the relevant dispute evidence and sort it by date","free":false,"task":"A customer disputed a $129 charge, saying the item never arrived. Make a checklist of exactly 5 lines, each formatted \"[ ] Document - date - reason\" with the reason 5 words or fewer. Include only documents that show the order and the delivery. Sort by date, earliest first, with the undated item last. Plain text. This is an admin summary; leave the final decision to the bank process.","materialLabel":"Your material (attached to your prompt automatically)","material":"DISPUTE FILE: Order #5521, wireless headphones, $129. Customer claims 'item not received'.\nAVAILABLE DOCUMENTS\n- Prior orders delivered to the same address: 3 orders (Jun 3, Jul 12, Sep 1), all marked delivered, no complaints.\n- Order confirmation email: sent Oct 8.\n- Carrier tracking: delivered Oct 14, 3:12 PM, with a GPS-stamped doorstep photo.\n- Chat log: Oct 16, customer wrote 'thanks, got it' about the headphones' setup question.\n- Refund policy PDF: undated.\n- Marketing newsletter from Oct 1 (not about this order).\n- Product manual PDF (undated).\n- Internal margin report for September.\n\nNote: do not tell the customer the bank decides; this checklist is for our dispute response only.","rules":[{"type":"plainText"}],"mistakes":[{"title":"Including irrelevant files","why":"The AI adds the newsletter or manual to look thorough.","fix":"Say: \"Only documents that show the order and the delivery.\"","checks":["r1"]},{"title":"Wrong order","why":"The AI sorts by importance.","fix":"Say: \"Sort by date, earliest first, undated last.\"","checks":["r2"]},{"title":"Wrong line format","why":"The AI writes paragraphs.","fix":"Show: [ ] Document - date - reason.","checks":["r0"]},{"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"]}],"promptHints":[{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Shows the line format","patterns":["\\[ \\]","document - date"]},{"label":"Sets the sort order","patterns":["earliest","by date","undated"]}],"hint":"An evidence list needs a relevance filter, a sort order and a line format. State all three.","rubricLabels":["The output has exactly 5 lines starting \"[ ] \" formatted Document - date - reason","The five documents are prior orders to the same address (Jun 3 to Sep 1), the order confirmation (Oct 8), the carrier tracking with photo (Oct 14), the chat log (Oct 16) and the refund policy (undated), with none of the newsletter, manual or margin report","They are sorted earliest first with the refund policy last, and each reason is 5 words or fewer"]}