Are you interested by utilizing AI to make your Buyer Success job simpler? If that’s the case, this text is for you! We’ll stroll via how one can write prompts that will help you higher serve your prospects, with examples you possibly can add to your CS toolkit. Prime ideas embody how one can think about the client perspective, use constant language and formatting, and the most effective construction for environment friendly, efficient outcomes. We’ll additionally throw in some recommendation on optimizing and testing prompts for accuracy (to in the end automate and prevent time). By the tip of this put up, you’ll have the boldness and information to create efficient CS AI prompts. Let’s get began!
After enjoying round with our new CS AI instrument and gathering product ideas and methods from the business at massive, the above is what we produced as an introduction for this weblog. It was a staff effort (sturdy prompts and follow-up directions on our finish, fast and correct copy on CS AI’s finish) and included some minor modifying tweaks. General, we’re happy with this generative AI’s suggestions.
Prompts make good
The day-to-day of a CS skilled is extra dynamic and diversified than one weblog put up immediate, however the primary tenets of AI writing are the identical. The secret is to create a set of immediate writing muscle tissues and develop a routine for automating duties. Generative AI will present content material and assist you to join concepts and ideas.
We’ve discovered the next 5 immediate writing methods to work finest.
Be particular: Take into consideration how you’d request one thing from a coworker. “Reply to that buyer e-mail” doesn’t provide a lot by the use of subsequent steps. “Draft a 50-word response to the client e-mail above that confirms we obtained their request, lists subsequent steps for once we will repair the product concern, and presents some days and instances for a follow-up name based mostly on their most well-liked workplace hours” units everybody up for fulfillment. This addresses each enter (authentic buyer e-mail) and output (response, format, content material wanted, phrase depend).
Use examples: Generative AI depends on preexisting knowledge for context, so it’s useful to information them in the correct route from the beginning. If it’s essential summarize 1 / 4’s renewals in comparison with final yr, then embody a earlier instance with steerage comparable to “format this yr’s abstract of renewals knowledge to match this instance in tone, construction, and size.”
Embrace context: Whereas chat-based AI instruments could appear human and dynamic, they’re actually extra like a wise, fast encyclopedia. Guiding them with background or associated info can get you to your finish purpose sooner. This will embody buyer demographic knowledge, present occasions, or particulars on a competitor or related enterprise.
Present a phrase depend: Since CS AI is text-based, that is key steerage to incorporate each time. Tying again to specificity for our buyer e-mail instance, it will possibly imply the distinction between a five-word response (too brief, not considerate) or a 500-word extrapolation (too lengthy, obscure subsequent steps).
Refine, refine, refine: It’s uncommon to jot down something completely on the primary go. Simply because generative AI looks as if magic, doesn’t imply we should always throw good habits like re-reading, proofing, and modifying out the window. Evaluation AI’s response and see how one can dig a bit of deeper (preserving in thoughts issues like specificity, examples, context, and phrase depend). Think about follow-up immediate language like “Let’s assume step-by-step for X paragraph” or “Write this within the type of [famous person] or [industry profession].”
Three actual world Buyer Success immediate examples
Now it’s time to use our normal immediate writing ways to Buyer Success-specific duties and tasks.
Instance 1: E-mail content material era
E-mail is an integral communication instrument that simply so occurs to be extraordinarily distracting. So let’s automate a part of this day by day follow! CS AI can assist us save time on drafting and templatize widespread responses/duties.
Immediate examples:
- Write an e-mail to Jane at Acme to remind them that their renewal of [App Name] will likely be on July 15 for $24,000. Provide to satisfy if they’ve questions.
- Recommend some methods for responding to an e-mail relating to cancellation of a software program product attributable to price range constraints.
- Write an e-mail welcoming a brand new level of contact to your account [account/business type, contact details]. Recommend a couple of methods to attach.
Instance 2: Buyer and market analysis
In line with Acuity Information Companions’ current survey on market researchers and ChatGPT, virtually half of respondents anticipated it will have a constructive impression on the business and anticipated its utilization to extend within the near-term. How can we use the CS AI instrument to bolster our CS analysis wants?
Immediate examples:
- Competitor battle card – Present a 500-word aggressive evaluation on X firm that features the merchandise they construct, who they promote to, and the way they’re completely different from [our own company].
- Buyer segmentation – Categorize the next buyer knowledge responses into [X, Y, Z] buckets.
- Buyer suggestions – Section this buyer suggestions into the next themes: product options, technical inquiries, customer support, subscription renewals.
- Content material evaluation – Summarize this buyer name transcript in 350 phrases.
Instance 3: Video/cellphone scripting
That is the place the flexibleness of content material turns out to be useful. CS groups can use what they have already got (e-mail communications with purchasers, market analysis, name transcripts, content material comparable to blogs, guides, or different movies) and feed this into CS AI for summarizing or reformatting. On this case, let’s see the way it does with drafting scripts.
Immediate examples:
- Draft a name script for a buyer referral that makes use of the identical construction as HubSpot’s chilly calling script.
- Write a script concerning the significance of getting a constant “Account Exterior ID” to unify your buyer knowledge.
- Convert this weblog put up on the highest ideas for buyer growth right into a 90-second/200-word video script.
Consider, lots of these prompts switch effectively for different wants, like coaching assets or technique ideation (e.g., “Write an overview on utilizing ABC product, based mostly on the next summaries” or “Evaluation the next utilization stories and supply a listing of the place time was spent inside the product”).
Refine your Buyer Success prompts
As we mentioned within the first part relating to crafting an excellent immediate, the purpose isn’t an ideal output on the primary request. Relatively, we hope for content material we merely refine with CS AI’s assist.
Just like providing suggestions to staff members or modifying your personal work, this requires evaluation of each what was generated and our authentic request. How can we get nearer to our final purpose of an ideal e-mail/abstract/script?
Under are some seemingly customary refinement examples that may apply throughout content material varieties and desires.
Refinement examples:
- Present a shorter model [between X and XX words].
- Make it extra pleasant/formal/humorous [in the tone of
]. - Embrace the advantages of [your app; CS AI may actually know!].
- Take away/add references to [this].
- Change [this word] to [that word].
- Now add a listing of 3-5 subsequent steps for how one can implement.
Combine generative AI into your Buyer Success technique
Regardless of how human CS AI’s responses seem, it’s vital to keep in mind that generative AI nonetheless has limitations. It might lack experience in sure industries or subjects or the power to interpret some knowledge. As a result of it’s nonetheless constructed by people, it additionally could show sure biases that ought to all the time be checked and regarded.
With these caveats and this information to higher immediate writing on the prepared, it’s time to dive in and ask CS AI for the content material and concepts you want, on demand and in seconds. Copy and paste by no means felt simpler, proper?
CS AI™ is an business first: the primary generative synthetic intelligence constructed right into a Buyer Success platform.
Attempt it free at: https://churnzero.com/csai/.
