{"id":"pro-cs-agent-access-setup-order","audience":"customer-support","category":"planning","technique":"constraints","title":"Order a new agent's tool setup so nothing is blocked","free":false,"task":"A new support agent starts Monday, and you're writing the IT setup checklist for your team's wiki. You want exactly 5 numbered steps in an order where no step depends on one that comes later, each starting with a verb and naming the tool, under 70 words, plain text. Use IT's corrected rule about the phone system, and leave out steps the agent does herself. Write a prompt that gets you exactly that.","materialLabel":"Your notes and IT's message (attached to your prompt automatically)","material":"New agent setup - Priya Sharma - starts Mon Dec 1\n(Team lead does these, in whatever order works)\n\n- Create her Zendesk agent seat. Needs her company email to exist first.\n- Add her to the #support-team Slack channel. Slack invite also needs her company email.\n- Request her company email from IT (takes 1 business day).\n- Set up her phone line in Ringwell. Ringwell needs her Zendesk seat first, because it links calls to tickets.\n- Assign her to the \"Tier 1 - Chat\" group in Zendesk. Can only be done after her seat exists.\n\nAgent does herself (not team lead):\n- Set her Zendesk signature\n- Watch the 3 training videos\n- Pick her shift preferences\n\nMessage from IT (Nov 20): \"Correction to the old onboarding doc - Ringwell no longer needs the Zendesk seat. It now needs her Slack account instead, since we moved call alerts to Slack.\"\n\nAlso: order her a headset (already done), welcome lunch Tuesday.","rules":[{"type":"numberedItems","count":5},{"type":"maxWords","max":70},{"type":"plainText"}],"mistakes":[{"title":"Keeping the notes' order","why":"The notes list Zendesk first, but it can't happen until the email exists.","fix":"Add: \"Order the steps so nothing depends on a later step.\"","checks":["r0"]},{"title":"Missing IT's correction","why":"The old dependency is written into the notes, and the AI follows it.","fix":"Add: \"Use IT's correction: Ringwell now needs Slack, not Zendesk.\"","checks":["r1"]},{"title":"Including the agent's own tasks","why":"The AI adds everything, so the team lead's checklist has the videos too.","fix":"Add: \"Only the steps the team lead does.\"","checks":["r2"]},{"title":"Letting the AI pick the layout","why":"The AI adds headings and explanations of each tool.","fix":"Be exact: \"Exactly 5 numbered steps, plain text.\"","checks":["numberedItems","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 70 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 9 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many steps","patterns":["\\b(5|five)\\b"]},{"label":"Asks for dependency order","patterns":["depend","order","before","blocked","first"]},{"label":"Uses IT's correction","patterns":["correct","ringwell","slack","it'?s message","\\bIT\\b"]},{"label":"Only team lead steps","patterns":["team lead","only.{0,20}(my|the lead)","not.{0,20}(agent|herself)"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"Setup steps break when they're out of order. Tell the AI to respect the dependencies, including IT's correction, and whose steps to include.","rubricLabels":["Requesting the company email is step 1, and every step comes after the steps it depends on (Zendesk seat before the Tier 1 group; Slack before Ringwell)","The Ringwell step follows IT's correction: it comes after the Slack step and does not say it needs the Zendesk seat","Each step starts with a verb and names the tool, and the steps the agent does herself (signature, videos, shift preferences) plus the headset and lunch are left out"]}