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Check five customers against an upgrade-offer rule
- For Customer success managers
- You practice Catching mistakes and made-up facts
- Time about 5 minutes
- Level Beginner
About this exercise
Check each customer against the rule and write exactly 5 plain-text lines in the order given, each like "Name: Yes - reason" or "Name: No - reason". Each reason is 12 words or fewer and cites the number or fact that decided it. Use only the rule and data. Under 70 words.
Common mistakes when you ask AI for this
- Rounding 88% up. The AI treats Dune's 88 percent as close enough. Try: Add: "The seat threshold is at least 90 percent exactly."
- Missing the renewal rule. The AI approves Cobalt because seats and tickets pass. Try: Add: "Check all three conditions, including the 60-day renewal window."
- Wrong format. The AI writes a table or a paragraph per customer. Try: Add: "Exactly 5 plain-text lines: Name: Yes/No - reason."
- Reasons without facts. The AI writes 'does not qualify'. Try: Add: "Each reason cites the deciding number or fact in 12 words or fewer."
What a strong prompt includes
- Fixes the line format
- Keeps the order
- Uses all three conditions
- Wants cited facts
- Caps reasons
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