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AI exercises for customer support teams

43 exercises built around real tasks. Each takes about 5 minutes.

• Answer a 'where is my order' email with the real new dateReplying to customers · Keeping the AI to your sourcesPremium
• Answer a team lead application with ideas tied to real metricsResumes, cover letters and applications · Keeping the AI to your sourcesPremium
• Average handle times after removing outage callsSpreadsheets and data · Giving the right contextPremium
• Calm an angry customer about a double chargeReplying to customers · Getting the tone rightPremium
• Catch errors in a support bot's warranty answerFact-checking AI answers · Catching mistakes and made-up factsPremium
• Check a saved reply macro against the current refund policyFact-checking AI answers · Catching mistakes and made-up factsPremium
• Clean a refund queue with duplicate entriesSpreadsheets and data · Giving the right contextPremium
• Compare helpdesk tools on annual cost for your teamResearch and sources · Catching mistakes and made-up factsPremium
• Condense a long ticket thread into a Tier 2 escalation noteSummarizing · Asking for a format you can usePremium
• Confirm a cancellation without a hard sellReplying to customers · Setting limits and rulesPremium
• Confirm a cancellation without a retention pitchReplying to customers · Setting limits and rulesPremium
• Estimate how long a ticket backlog takes to clearSpreadsheets and data · Giving the right contextPremium
• Explain a support metrics sheet's formulas to a new team leadSpreadsheets and data · Saying who it's forPremium
• Explain an extra charge after an upgrade with simple mathExplaining things simply · Showing an example of what you wantPremium
• Find which support macros a product release breaksSummarizing · Giving the right contextPremium
• Fix a wrong-item order in one clear replyReplying to customers · Setting limits and rulesPremium
• Group a support meeting's action items by owner for SlackMeetings and notes · Asking for a format you can usePremium
• Group survey comments into the top 3 complaint themesSpreadsheets and data · Keeping the AI to your sourcesPremium
• Hand off a billing ticket to Tier 2 in four labeled linesEmails and messages · Asking for a format you can usePremium
• Hand off only the still-open tickets at the end of your shiftSummarizing · Keeping the AI to your sourcesPremium
• Hand over your open tickets at the end of a shiftSummarizing · Keeping the AI to your sourcesPremium
• Order a new agent's tool setup so nothing is blockedPlanning and scheduling · Setting limits and rulesPremium
• Pick the right help articles to send a Basic plan customerResearch and sources · Setting limits and rulesPremium
• Post the weekly support numbers with the miss firstSpreadsheets and data · Asking for a format you can usePremium
• Rank agent CSAT while flagging tiny samplesSpreadsheets and data · Giving the right contextPremium
• Recount SLA breaches after fixing weekend ticketsSpreadsheets and data · Giving the right contextPremium
• Report the top contact reasons with counts from the tag exportResearch and sources · Keeping the AI to your sourcesPremium
• Report weekly ticket trends after categories were mergedSummarizing · Catching mistakes and made-up factsPremium
• Review a new agent's reply against your tone guideFeedback on your writing · Getting the tone rightPremium
• Review a support macro against policy before the team uses itFeedback on your writing · Catching mistakes and made-up factsPremium
• Share the final CSAT results with your agents in three sentencesResearch and sources · Saying who it's forPremium
• Summarize a long ticket into a tier-2 escalation noteSummarizing · Asking for a format you can usePremium
• Tell preorder customers their order ships lateEmails and messages · Keeping the AI to your sourcesPremium
• Transfer a chat customer without making her start overReplying to customers · Giving the right contextPremium
• Turn an engineer's Slack ramble into a help-center articleExplaining things simply · Asking for a format you can usePremium
• Turn an internal outage thread into a calm customer status noteSummarizing · Getting the tone rightPremium
• Turn down a warranty claim without blaming the customerReplying to customers · Getting the tone rightPremium
• Turn repeat ticket questions into four help-center FAQsSummarizing · Keeping the AI to your sourcesPremium
• Work out ticket category shares after fixing mis-tagsSpreadsheets and data · Keeping the AI to your sourcesPremium
• Write a reusable help-desk macro for late refundsReplying to customers · Giving the right contextPremium
• Write a voicemail script for a support callbackEmails and messages · Saying who it's forPremium
• Write an outage text message without promising a fix timeEmails and messages · Setting limits and rulesPremium
• Write three live-chat canned replies from a policy pageReplying to customers · Keeping the AI to your sourcesPremium