Library › Customer Support & Success AI › Customer success managers
Answer contract questions: state the facts, flag the rest for Legal
- For Customer success managers
- You practice Keeping the AI to your sources
- Time about 5 minutes
- Level Advanced
About this exercise
Answer the five customer questions in pairs of lines "Q1:" and "A1:" through "Q5:" and "A5:". Each answer starts with "Stated:" if the summary says it, or "Legal to confirm:" if it does not or needs interpretation. Use the latest version (amendments override the original). Each answer is under 22 words. Last line exactly: "Legal reviews before this is sent." Plain text.
Common mistakes when you ask AI for this
- Using the original notice period. The AI answers 60 days. Try: Say: "Amendments override the original: use the latest version."
- Answering the termination question. The AI guesses that early exit is or is not allowed. Try: Say: "If the summary does not say, start with Legal to confirm: and do not answer."
- Dropping the labels. The AI blends facts and caveats. Try: Say: "Start each answer with Stated: or Legal to confirm:."
- Getting markdown back. AI adds bold and headings by default, which show up as stray symbols where this is pasted. Try: Say "plain text, no bold, no headings, no asterisks".
- Trusting the AI to count words. The AI runs long and cannot count its own words. Try: Cap each part ("each line under 12 words") and add "under N words in total".
What a strong prompt includes
- Sets Q and A labels
- Defines the two prefixes
- Latest version wins
- Adds the closing line
- Asks for plain text
- Sets a word cap
Related exercises
- Accept a job offer and confirm the exact terms (Writing AI · Job seekers)
- Accrue unbilled legal fees from a range using the midpoint policy (Finance AI · Accountants)
- 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)