Library › Customer Support & Success AI › Revenue operations
Turn account notes into strict JSON with a risk rule
- For Revenue operations
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Advanced
About this exercise
Return one code block with a JSON array of 4 objects with exactly the keys account, usage_down_pct, sponsor_left and risk. usage_down_pct is the whole-number percent drop (0 if flat, null if unknown). sponsor_left is true or false; it is false when a replacement sponsor has been named. risk is "high" if sponsor_left is true, else "medium" if usage_down_pct is 20 or more, else "low", or "unknown" if usage_down_pct is null. One object per line. No more than 5 words outside the block.
Common mistakes when you ask AI for this
- Treating Cedar's sponsor as gone. The AI uses the October note and ignores the replacement. Try: Say: "sponsor_left is false when a replacement has been named."
- Guessing Delta's usage. The AI invents a number or writes 0. Try: Say: "Use null when usage is unknown."
- Quoting numbers and booleans. The AI writes "25" and "true" as strings. Try: Say: "Numbers and booleans must not be in quotes."
- Pretty-printing. The AI spreads each object over many lines. Try: Say: "One object per line."
- Skipping the code block. The AI writes prose around the data instead of one block. Try: Say "return exactly one code block".
- Talking around the block. The AI adds an intro and notes outside the block. Try: Say "no words outside the block except ...".
What a strong prompt includes
- Names the four keys
- States the null and replacement rules
- Gives the risk rule
- Keeps it compact
- Asks for one code block
- Keeps the block short
- Limits text outside the block
Related exercises
- Acknowledge a cancellation request without a save attempt (Customer Support & Success AI · Customer success managers)
- Acknowledge an accessibility bug without a promised date (Customer Support & Success AI · Customer support teams)
- Acknowledge an executive escalation within the hour (Customer Support & Success AI · Executives)
- Adapt one ad image to 3 sizes with Midjourney (Image & Video AI · Marketing and content)
- Age a returns queue in business days and flag the ones over the limit (Customer Support & Success AI · Customer support teams)