{"id":"sales-trial-user-three-questions-qa","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"intermediate","title":"Answer a trial user's questions without guessing","free":false,"task":"Ava Chen is on a Starter trial and sent three questions. Reply in plain text with exactly six lines: Q1:, A1:, Q2:, A2:, Q3:, A3:. Each Q line restates her question in 8 words or fewer; each A line is under 20 words and uses only the product sheet. If the sheet doesn't answer, write \"I'll confirm with our product team and reply by Friday.\" and nothing else in that answer.","materialLabel":"Your notes (attached to your prompt automatically)","material":"PRODUCT SHEET (internal, Nov)\n- Exports: reports export to CSV and PDF. Excel (.xlsx) export is on the roadmap; no release date set.\n- API access: included on Business and Enterprise plans. Starter has no API access. Rate limits: not listed in this sheet.\n- Single sign-on (SSO): Business and Enterprise plans only.\n- Starter plan: 5 seats, 1 workspace.\n- Trial: 14 days, full Starter features.\n\nMARKETING PAGE (older): \"Export anywhere - Excel, CSV, PDF - and connect with unlimited API calls.\"\n\nAVA'S EMAIL, Nov 5:\n\"Hi, three things before my trial ends. 1) Can I export my reports to Excel? 2) What's the API rate limit once I upgrade to Business? 3) Is SSO included in my Starter plan?\"\n\nNOTE: Business plan upgrade is $X/seat - do not quote prices in replies; pricing is handled by the account team.","rules":[{"type":"plainText"},{"type":"maxWords","max":120}],"mistakes":[{"title":"Trusting the marketing page","why":"The AI repeats the older page: Excel export and unlimited API calls.","fix":"Add: \"Use the product sheet only; ignore the older marketing page.\"","checks":["r1","r2"]},{"title":"Inventing a rate limit","why":"The AI fills the gap with a plausible number.","fix":"Add: \"If the sheet doesn't answer, the answer is exactly: I'll confirm with our product team and reply by Friday.\"","checks":["r2"]},{"title":"Wrong layout","why":"The AI writes a friendly email with a greeting and sign-off.","fix":"Add: \"Exactly six lines labeled Q1:, A1:, Q2:, A2:, Q3:, A3:. No greeting.\"","checks":["r0","plainText"]},{"title":"Wordy answers","why":"The AI explains plans and upsells.","fix":"Add: \"Each answer under 20 words; under 120 words total.\"","checks":["maxWords"]}],"promptHints":[{"label":"Names the six labels","patterns":["q1:","a1:","six lines"]},{"label":"Uses only the sheet","patterns":["only the (product )?sheet","ignore the (older )?marketing","only facts"]},{"label":"Gives the fallback wording","patterns":["i'll confirm","product team","reply by friday"]},{"label":"Caps answers","patterns":["under 20 words","8 words"]},{"label":"Plain text","patterns":["plain text","no greeting"]}],"hint":"Give the six labels, a limit per line, and the exact words for a question the sheet can't answer.","rubricLabels":["Has exactly six lines labeled Q1:, A1:, Q2:, A2:, Q3:, A3:, with each Q line 8 words or fewer","A1 says CSV and PDF are available and Excel is not yet, with no release date; A3 says SSO is not in Starter and is on Business and Enterprise","A2 is exactly \"I'll confirm with our product team and reply by Friday.\" and gives no rate-limit number and no mention of unlimited calls"]}