Have you ever ended your workday feeling like you spent hours on tasks that could have been automated?

I feel you! As CX folks, we're constantly juggling a million things—writing knowledge base articles, creating surveys, drafting email templates, digging through feedback—all while trying to keep our customers happy (and maybe find time for lunch).

After chatting with tons of CX teams across different industries, I noticed something interesting: most of us have heard about ChatGPT and other AI tools, but we're kind of like that person who buys a fancy kitchen gadget and only uses it to make the same basic recipe. We're barely tapping into what these tools can really do!

The thing is, getting AI to work its magic isn't as simple as saying "Help me, AI!" You need to know how to talk to it. That's where good prompts come in- think of them as the secret recipes that make AI actually useful for CX work.

"Wait, AI Can Do THAT?" — The CX Magic You Might Be Missing

Let's be real for a second. When most people think about AI in customer service, they imagine those frustrating chatbots that make you repeat yourself five times before connecting you to a human. You know the ones: "I'm sorry, I didn't understand that. Let me connect you to a human after wasting 15 minutes of your life."

That's NOT what we're talking about here.

Picture this: It's Monday morning, and instead of facing that mountain of work alone, you've got a super-smart sidekick that can:

• Transform that complicated technical issue into a crystal-clear knowledge base article in under 3 minutes

• Design a customer health scoring system tailored to your specific business model

• Create professional survey questions that get responses (and useful insights!)

• Draft personalized outreach templates for your at-risk customers

• Analyze patterns in customer feedback to identify emerging issues before they become trends

Now, I'm not saying you can just type "make me a thing" and get magic results. That's not how this works!

It's kind of like learning to use any new tool—there's a bit of technique involved. You need to understand the basics of how to "talk" to AI systems and give them the right instructions.

But once you get the hang of it? Game changer.

I've spent way too many hours nerding out on this stuff, so you don't have to. I've created 24 ready-to-use prompts specifically designed for the day-to-day stuff CX teams deal with. The best part? You don't need to be a tech wizard to use them. They work with ChatGPT, Claude, or whatever AI assistant your company has access to.

24 AI Prompts for Customer Experience(CX) Teams (Tested and Fine-tuned)

Before we dive into the details, here's a quick overview of what's in our complete library. Consider it your CX AI prompt cheat sheet:

General Guidelines:

1. Copy & Paste: Just grab these prompts, paste them into your AI tool of choice, add your specific details, and you're good to go!

2. Every prompt has the following sections:

   • Task: It defines the role and goal to be achieved by AI

   • Context: It should include the required details about your product/company, industry, and team.

   • Input: It should include the specific information required to complete the task.

   • Requirements: This describes specific actions the AI should take to complete the task.

   • Deliverables: The output required for the given task.

   • Constraints: Appropriate guardrails to make sure AI doesn't go off-track and generate the results as expected.

3. Minimal Editing Required: You usually just need to change the Context and Input sections. Just replace the [Placeholders] with your info.

4. Not Everything Applies: If something doesn't fit your situation, just mark it "Not Applicable" before running the prompt.

"Show Me The Money" — Real Prompts You Can Use Today

Let's get to the fun part! Here are three of my favorite prompts that pretty much any CX team can start using today. I've picked these because they solve common headaches we all deal with.

Prompt #1: Customer Success Story Creation

This prompt helps you transform positive customer feedback into a structured customer success story or testimonial. You can use this testimonial to build trust on your website or share it with relevant leads to increase the credibility of your product/service.

Why you'll love this prompt:

• Turns basic "thanks, you're great" messages into powerful stories that sell

• Creates content that helps your sales team overcome specific objections

• Builds content that connects with prospects facing similar challenges

• Makes sure all your success stories follow a proven format that works

• Transforms simple testimonials into memorable customer journeys

Prompt:

Act as an expert Content Marketing Strategist who specializes in creating compelling customer success stories. I need you to transform positive customer feedback into a structured, persuasive success story that demonstrates the real-world impact of our product or service.
<CONTEXT> Company/Product: [Your company and product/service name] Industry: [Your industry] Target Audience: [Who will read this success story - e.g., "Potential enterprise customers," "Small business owners"] Story Purpose: [Primary goal - e.g., "Lead generation," "Sales enablement," "Website testimonial"] </CONTEXT>
<INPUT_DATA>Customer Information:Customer/company: [Who provided the positive feedback]Industry/size(optional): [Customer's industry and company size if relevant]Role of main contact(optional): [Position of the person providing feedback]Customer Feedback: [Paste positive comments, testimonial, or feedback received]Key Results/Benefits(if any):[List any specific results, metrics, or benefits the customer mentioned]Problem Solved (if any):[Describe the challenge or issue the customer faced before using your product]Implementation Details (if known):[How the customer implemented or uses your product/service]
</INPUT_DATA>
<REQUIREMENTS> 
Please create a customer success story that: - Transforms the raw feedback into a compelling narrative - Follows a clear problem-solution-results structure - Emphasizes specific, tangible benefits and outcomes - Incorporates the customer's authentic voice and perspective - Speaks directly to the concerns of our target audience - Includes relevant details that make the story credible and relatable- The tone and language should be adjusted based on the industry trends- The headings should be catchy and not generic
</REQUIREMENTS> 
<DELIVERABLES> 
Please provide: 1. A complete customer success story including: - Attention-grabbing headline - Brief customer/company introduction - Clear problem statement - Solution implementation description - Results and benefits section with specific outcomes - Strong customer quote(s) - Call to action for readers2. Formatting recommendations:- Suggested subheadings- Where to place customer quotes- Recommended visual elements or data points to highlight- Appropriate length for the intended use3. Additional suggestions:- Ideas for repurposing this success story across different formats- Questions to ask the customer if more information is needed /DELIVERABLES>
<CONSTRAINTS> - Maintain the authenticity of the customer's experience - Keep the story concise and focused (typically 400-800 words) - Use appropriate tone for both our brand and the customer's industry - Emphasize facts and results over generic praise - Only include information that we have permission to share </CONSTRAINTS>

Using this prompt effectively:

Before You Start:

• Secure permission: Ensure you have the customer's approval to create and share their story

• Gather complete feedback: The more detailed the original feedback, the better the story

• Collect metrics: Specific results (percentages, numbers, time saved) make stories more compelling

• Identify audience alignment: Choose customers whose challenges match your target prospects' needs

• Consider visuals: Think about potential photos, logos, or graphics to accompany the story

When Filling Out the Prompt:

• Include direct quotes: Paste actual customer language rather than paraphrasing

• Be specific about results: Include as many concrete outcomes and metrics as possible

• Provide context: Explain the customer's situation so the story feels authentic

• Note your purpose: Different uses (website, sales collateral, case study) need different approaches

After Receiving the Output:

• Verify accuracy: Check all facts, figures, and product references

• Get customer approval: Share the draft with the featured customer for their review

• Add visuals: Incorporate customer photos, relevant screenshots, or data visualizations

• Optimize format: Adjust the layout for its intended use (web, PDF, presentation, etc.)

• Create derivatives: Develop shorter versions for social media or email campaigns

• Track performance: Monitor how the success story influences prospect conversations

Prompt #2: Knowledge Base Article Creation

This prompt helps you transform those solved support conversations into clear knowledge base articles that prevent future tickets.

Why you'll love this prompt:

• Turns existing support chats into valuable documentation

• Preserves solutions that might otherwise get lost in your ticket system

• Saves tons of time compared to writing articles from scratch

• Reduces incoming tickets by helping customers find answers themselves

• Creates well-structured articles even from messy conversations

Prompt

Act as an expert Technical Writer who specializes in creating clear, solution-focused knowledge base articles. I need you to transform a resolved customer conversation into a comprehensive knowledge base article that will help other customers solve the same problem independently.

<CONTEXT> Product/Service: [Name and brief description of your product or service] Target Audience: [Who will read this article - e.g., "Technical users," "Non-technical customers"] Knowledge Base Purpose: [Public-facing help center or internal team reference] </CONTEXT>
<INPUT_DATA>
Support Conversation Transcript:
[Paste the full conversation between the customer and support agent that contains the issue description and resolution]
</INPUT_DATA>
<REQUIREMENTS> 
Please create a knowledge base article that: 
- Extracts the core issue and solution from the conversation 
- Has a clear, searchable title that matches how customers describe the problem 
- Provides step-by-step instructions in a logical order 
- Uses simple, non-technical language appropriate for our audience 
- Follows best practices for knowledge base article structure 
- Includes relevant details from the conversation but removes unnecessary back-and-forth </REQUIREMENTS> 
<DELIVERABLES> 
Please provide: 
1. A complete knowledge base article with: 
- SEO-friendly title 
- Problem summary 
- Prerequisite information (if applicable) 
- Step-by-step solution with clear instructions 
- Troubleshooting tips (if they can be extracted from the conversation) 
- Suggested tags/keywords for categorization
2.Formatting recommendations:
- Suggested headers and subheaders
- Where screenshots would be valuable (with placeholder notes)
- Any special formatting for clarity (lists, tables, etc.)
3. Notes on any information gaps:
- Highlight any areas where the conversation lacks complete information
- Suggest additional details that should be gathered </DELIVERABLES>
<CONSTRAINTS> 
- Use the appropriate tone for our audience (helpful, not condescending) 
- Keep the article focused on the specific issue from the conversation 
- Organize information more logically than it might appear in the conversation 
- Remove any customer-specific information or personally identifiable information 
- Make the article scannable for quick reference </CONSTRAINTS>

Using this prompt effectively:

Before You Start:

• Select valuable conversations: Choose resolved issues that other customers likely encounter

• Ensure complete resolution: Pick conversations where the problem was fully solved

• Include full context: Copy the entire relevant conversation, not just fragments

• Remove sensitive information: Redact any customer-specific or confidential details

When Filling Out the Prompt:

• Describe your product clearly: This helps the AI understand the technical context

• Specify the audience accurately: Their technical level affects the writing style

• Paste the complete conversation: Include both customer and agent messages

• Include timestamps if relevant: These can help establish the troubleshooting sequence

After Receiving the Output:

• Review for accuracy: Verify all technical details and instructions

• Add visuals: Insert screenshots at the recommended places

• Fill information gaps: Add any missing details noted in the output

• Test the instructions: Follow them yourself to confirm they work

• Publish strategically: Add to appropriate categories in your knowledge base

• Track effectiveness: Monitor how the article affects related support inquiries

Prompt #3: Customer Satisfaction Question Set

This prompt helps you create effective survey questions that measure customer satisfaction across different touchpoints.

Why you'll love this prompt:

• Creates surveys that people actually finish (instead of abandoning halfway)

• Asks questions that give you useful, actionable insights

• Helps you track improvements consistently over time

• Design surveys with your customers' time and experience in mind

• Effectively captures customer perspectives in a way you can use

Prompt

Act as an expert Customer Experience researcher specializing in survey design and feedback collection. I need you to create an effective set of questions to measure customer satisfaction for specific touchpoints in our customer journey.

<CONTEXT> Business Type: [Briefly describe your business or service] Customer Types: [Describe your main customer segments] Key Touchpoints: [List 1-3 interactions you want to measure - e.g., ""post-purchase,"" ""support interaction,"" ""onboarding""] Survey Distribution Method: [How you'll send surveys - e.g., email, in-app, SMS] </CONTEXT>
<INPUT_DATA>
What we want to learn from customers:
[Briefly describe the main insights you're seeking - e.g., ""satisfaction with support resolution,"" ""ease of using new features""]

How we plan to use this feedback:
[Briefly explain how you'll use the results - e.g., ""improve training,"" ""identify process issues""]

Survey constraints (if any):
[Any limitations - e.g., ""must be completed in under 2 minutes,"" ""need mobile-friendly questions""]
</INPUT_DATA>

<REQUIREMENTS> 
Please create a set of customer satisfaction questions that: 
- Are specifically tailored to the identified touchpoints 
- Are appropriate for our specific business and interaction type
- Balance quantitative metrics with qualitative insights 
- Use clear, neutral language that doesn't bias responses
- Use best practices in survey design to maximize response rates 
- Provide actionable data we can use for improvements 
- Include an appropriate mix of question types </REQUIREMENTS> 
<DELIVERABLES> 
Please provide: 
1. A complete set of recommended questions for each touchpoint including: 
- A core satisfaction metric (CSAT, NPS, CES, etc.) with explanation of why it's appropriate 
- 3-5 supporting questions that dig deeper into specific aspects 
- 1-2 open-ended questions to capture qualitative feedback 
- Optional demographic or segmentation questions if relevant 
2. Recommended question sequence and logic 
3. Guidance on timing of survey delivery for maximum response 
4. Suggestions for survey introduction and closing text 
5. Tips for analyzing the responses and identifying action items 
6. Recommendations for survey frequency and follow-up
7. Estimated completion time
8. Tips to increase response rates </DELIVERABLES> 
<CONSTRAINTS> 
- Keep surveys concise (recommend 5-8 questions maximum) 
- Use clear, straightforward language accessible to all our customers 
- Ensure questions work across different devices and platforms 
- Focus on gathering actionable feedback rather than just scores 
- Create questions that respect customer time and attention 
- Design for both quantitative measurement and qualitative insights </CONSTRAINTS>

Using this prompt effectively:

Before You Start:

• Identify specific touchpoints: Choose distinct interactions rather than general satisfaction

• Clarify objectives: Determine exactly what you want to learn from each touchpoint

• Consider timing: Think about when feedback would be most valuable and relevant

• Review resources: Understand your survey tool capabilities and limitations

When Filling Out the Prompt:

• Be specific about touchpoints: "Post-support ticket resolution" is better than "customer service."

• Define clear goals: Explain what decisions or improvements the feedback will inform

• Include constraints: Note any technical limitations or response time concerns

• Consider customer context: Note when and how customers will receive the survey

After Receiving the Output:

• Test internally: Have team members complete the survey to check clarity

• Start small: Implement with a sample of customers before full deployment

• Monitor early responses: Check if questions are generating useful insights

• Create action process: Establish how feedback will be reviewed and addressed

• Close the loop: Plan how to follow up with customers who provide feedback

• Iterate: Refine questions based on response rates and quality of insights

Keeping It Human: AI + People = The Perfect Mix

Let's address the elephant in the room: Are we trying to replace human CX professionals with AI? Absolutely not.

The most successful implementations we've seen use these prompts as starting points that are then refined with human expertise and empathy. Think of it as having a first draft that's already 80% of the way there, rather than starting with a blank page.

Here's where humans still make all the difference:

• Understanding the emotional context behind a customer's words

• Adding company-specific nuance and personalization

• Applying judgment about when to make exceptions

• Building genuine relationships that foster loyalty

• Making creative leaps that algorithms can't yet make

Get the Complete CX AI Prompt Library

I've shared three of my favorite prompts here, but there are 21 more specialized ones in the complete library, including:

• Customer Health Check Questionnaire

• Support Team Career Development Framework

• Global Support Localization Strategy

• Experience Gap Analysis Framework

• Proactive Support Trigger Identification

• And tons more!

[Download the Complete PDF Library Here]

Your Turn: What Will You Create?

The most successful CX teams don't just work harder—they work smarter by leveraging the right tools at the right time. These AI prompts give you the power to tackle complex CX challenges with sophistication and speed that wasn't possible even a year ago.

The best part? You can start right now. Choose one area where your team is struggling, select the relevant prompt, and see what's possible. Then imagine what your team could accomplish with access to the complete library of 35 specialized prompts.

I'd love to hear how you use these prompts and what results you achieve. Share your success stories or questions in the comments section below, or reach out directly if you need help getting started.

What CX challenge will you solve first?