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Summarize a long ticket thread for the next agent

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

About this exercise

Kwame takes over this ticket tomorrow. Write exactly three lines starting "Status:", "Customer wants:" and "Next step:". Next step names an owner and a time. Plain text, under 60 words. Use the customer's latest request, not an earlier one.

Common mistakes when you ask AI for this

  • Using the first request. The AI reads the thread top to bottom and reports the refund request. Try: Say: "Use the customer's latest request."
  • Missing owner and time. The AI writes a vague next step like 'follow up with customer'. Try: Say: "Next step must name Kwame and a time."
  • Retelling everything. The AI summarizes the whole thread in a paragraph. Try: Name the three labels and the word cap.
  • 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
  • Uses the latest request

Practice this now ↑

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