Between crafting help articles, building surveys, and mining feedback, customer experience teams are juggling everything while trying to keep customers happy (and hopefully grabbing lunch somewhere in there).

After connecting with 100s of CX teams across industries, I've noticed something striking: we all know about ChatGPT and AI tools, but most of us are barely scratching the surface of what they can do. Like that high-tech kitchen gadget we all have- packed with features, but we only ever use it to toast bread.

"Wait, AI Can Do That?"

When most people think "AI in customer service," they picture those frustrating chatbots that make you repeat yourself five times before finally connecting you to a human. That's NOT what we're talking about here.

Imagine starting Monday morning with a smart AI assistant that can:

• Transform complex technical issues into crystal-clear knowledge base articles in minutes

• Design customer health scoring systems tailored to your specific business

• Create survey questions that actually get responses (and actionable insights!)

• Draft personalized outreach for at-risk customers

• Use AI for feedback analysis to spot patterns before small issues become major problems

The Secret: Effective AI Prompting for CX

Getting these results isn't about typing "make me a thing" and watching magic happen. There's a technique involved – you need to know how to "speak with AI" using effective prompts for customer service tasks.

But once you master these prompts? Total game changer for your CX workflows.

I've already done the heavy lifting and created 24 ready-to-use AI prompts specifically designed for daily customer experience tasks.

Best part? They work with ChatGPT, Claude, or whatever AI customer service tool your company uses – no tech expertise required.

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

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" - AI 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.

Don't forget to grab your free copy of the Complete AI Prompt Library for CX Teams (PDF) at the bottom of this post!

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

• 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>

How to use the prompt effectively:

• Get permission & full feedback: Always secure approval and gather detailed input from the customer.

• Highlight real results: Include specific metrics and direct quotes for authenticity.

• Add context & visuals: Explain their situation clearly and support it with logos, photos, or charts.

• Tailor the story: Adapt tone and format based on where you'll use it — web, sales, or social.

• Review & repurpose: Verify accuracy, then create shorter versions for broader use.

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

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:

• Pick the right convo: Choose fully resolved, common issues with complete context.

• Redact sensitive info: Remove personal or confidential customer data.

• Set clear context: Describe your product and audience to guide the AI accurately.

• Review & enhance: Check output for accuracy, add visuals, and fill any gaps.

• Test & track: Validate the steps yourself and monitor article performance post-publish

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 finish (instead of abandoning halfway)

• Asks questions that give you useful, actionable insights

• Helps you track improvements consistently over time

• 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:

• Pick clear touchpoints: Focus on specific interactions like “post-support ticket” over general moments.

• Set goals upfront: Know what insights you want and how you’ll use them.

• Factor in context: Consider timing, customer experience, and survey delivery method.

• Test & refine: Run the survey internally, then with a small group before scaling.

• Act on feedback: Review responses, follow up with customers, and improve based on results.

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, or reach out if you need help getting started.

What CX challenge will you solve first?