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Draft a customer reply

A draft reply that uses only the facts you supply — with gaps flagged.

Step-by-step walkthrough

  1. Read the customer question carefully

    Note every question in the message, even if there are two or three.

  2. Write down the facts you can verify

    Write the facts you know and the approved answer. Mark gaps. Do not guess.

  3. Open your assistant

    Open the assistant you already use. A free plan works.

  4. Paste the prompt, then the question and your facts

    Paste the prompt below, then the question and your verified facts, and press enter.

  5. Review, fill placeholders, and approve

    Fill every placeholder. Drop any unverified promise. The right person approves before it goes out — especially for money, a deadline, or a policy.

Anyone who answers customer questions and does not want to promise something the business has not approved.

Works with any AI assistant.

A rushed reply can promise something you cannot deliver. Once it is sent, you cannot unsend it.

What the fix looks like

You paste the question and the facts you have verified. You get a draft that sticks to those facts, flags gaps, and ends with one next step.

Copy this prompt

Copy this, paste it in, then paste the customer question and your facts underneath.

Draft a professional reply to the customer question I give you below, using only the facts I supply. Where a fact is missing, write [INSERT FACT] rather than guessing. The reply should: acknowledge the question, answer what I have verified, state clearly what I cannot answer without more information, and give the customer one clear next step. Keep it warm, direct, and under 150 words. Do not make promises, give refunds, state prices or deadlines, or take any action — the final reply goes to a person for approval before it is sent. Here is the customer question and the facts I have:

Looking for more? See all the playbooks →