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Write a collections call script that separates the disputed amount

  • For Accountants
  • You practice Giving the right context
  • Time about 5 minutes
  • Level Beginner

About this exercise

You're calling a customer about an overdue invoice, part of which is under dispute. Write a prompt for a three-line phone script labeled "Open:", "Ask:" and "Close:", plain text, under 80 words in total. Ask only for the undisputed amount, say the disputed amount is being reviewed, and ask for a payment date. No threats and no mention of collections agencies.

Common mistakes when you ask AI for this

  • Asking for the full amount. The AI asks for $2,300 and ignores the dispute. Try: Say: "Ask only for the undisputed $2,000."
  • Promising the credit. The AI says the $300 credit is coming. Try: Add: "Say it is being reviewed. Don't promise the credit."
  • Missing names. The AI opens with 'Hello, this is the AR department'. Try: Add: "Rosa from Accounts Receivable calling Tony Delmar."
  • Markdown extras. The AI adds bold labels, headings and a closing note. Try: Say: "Plain text, no bold. Output only the lines asked for."
  • Trusting the AI to count words. AI is bad at counting and runs past word limits. Try: Ask for fewer words than the real cap and keep each line short.

What a strong prompt includes

  • Names the labels
  • Splits disputed amount
  • Avoids promising credit
  • Bans threats
  • Caps length

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