Library › Customer Support & Success AI › Customer success managers
Email an IT admin the three SSO steps that matter
- For Customer success managers
- You practice Saying who it's for
- Time about 5 minutes
- Level Intermediate
About this exercise
Write the email from Aisha to Jasper. First line "Subject: ..." with under 8 words, then "Hi Jasper," then exactly 3 numbered steps (where to go, what to paste, when to switch SSO to Required), then one sentence saying we cannot set it up for him and asking for the test user email. End with "Aisha". Plain text, under 120 words.
Common mistakes when you ask AI for this
- Using the old menu path. The AI picks up Settings > Security from the older guide. Try: Say: "Use the current path, Admin > Identity > Single sign-on."
- Offering to do it for him. The AI tries to be helpful and offers to configure SSO. Try: Say: "Say we cannot set it up for him and ask for the test user email."
- No subject or sign-off. The AI skips the subject line or adds a long closing. Try: Say: "First line Subject: ..., then Hi Jasper, and end with Aisha."
- 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".
- Leaving the item count open. The AI adds or drops items to feel complete. Try: Say "exactly N numbered lines, nothing else".
- 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
- Names the reader
- Fixes the step count and topics
- Uses the current path
- Asks for the test user email
- Asks for plain text
- Sets the exact item count
- Sets a word cap
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)
- Age a returns queue in business days and flag the ones over the limit (Customer Support & Success AI · Customer support teams)
- Announce a delay to three audiences with different limits (Leadership AI · Communications and PR)