Library › Customer Support & Success AI › Customer success managers

Sort a week of tickets into three lines for a CSM

  • For Customer success managers
  • You practice Saying who it's for
  • Time about 5 minutes
  • Level Beginner

About this exercise

Write the weekly ticket digest for the CSM with exactly three lines starting "Open:", "Waiting on customer:" and "Closed this week:". List ticket ids in order, separated by commas. Closed this week means closed on Nov 2 to Nov 6. Plain text, nothing else.

Common mistakes when you ask AI for this

  • Including last week's ticket. The CSM comment asks for T-108. Try: Say: "Closed Nov 2 to Nov 6 only; leave out T-108."
  • Mixing up statuses. The AI puts waiting-on-customer tickets under open. Try: Say: "Three separate groups by status."
  • Extra text. The AI adds summaries of each ticket. Try: Say: "Three lines of ids only."
  • 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. AI is bad at counting and usually runs long, so a vague "keep it short" lands well over the limit. Try: Cap each part instead of the total, for example "each line under 15 words".

What a strong prompt includes

  • Asks for plain text
  • Sets a length limit
  • Names the labels
  • Limits the closed range

Practice this now ↑

Related exercises