
Crafting exceptional customer service guides goes beyond scripting responses—it's about streamlining knowledge for your team.
From gathering FAQs to structuring workflows, updating policies, and training materials, customer support teams juggle numerous resources and tight timelines. AI prompts are now pivotal in managing this complexity.
Support teams rely on AI to:
Integrated into everyday platforms—such as docs, boards, and task lists—AI in ClickUp Brain acts as a proactive partner, converting raw input into structured, actionable customer service content.
Identify 5 common customer issues related to account setup, based on the ‘Account Setup FAQs’ doc.
ClickUp Brain Behavior: Analyzes linked documents to extract frequent questions and typical user challenges for guide creation.
What are the top concerns customers express about billing in North America this quarter?
ClickUp Brain Behavior: Gathers insights from internal feedback reports; Brain Max can supplement with relevant external data when available.
Develop a step-by-step troubleshooting guide for login errors, referencing ‘Login Issues’ tickets and prior resolution notes.
ClickUp Brain Behavior: Pulls key information from linked cases and notes to produce a structured, user-friendly guide draft.
Summarize response time benchmarks between our support team and competitors using the ‘Q2 Support Metrics’ doc.
ClickUp Brain Behavior: Extracts and compares data from internal reports to highlight performance differences.
List best practices for handling refund requests, referencing policy documents and training materials.
ClickUp Brain Behavior: Reviews internal resources to compile a list of recommended approaches and guidelines.
From the ‘Escalation Procedures’ doc, generate a checklist for support agents to follow during complex cases.
ClickUp Brain Behavior: Identifies key steps and formats them into an actionable checklist within a task or document.
Summarize 3 emerging trends in customer communication preferences from recent survey and feedback docs.
ClickUp Brain Behavior: Detects recurring themes and patterns from linked research to inform guide updates.
From the ‘Customer Satisfaction Survey Q1’ doc, summarize main preferences for self-service options.
ClickUp Brain Behavior: Reviews survey data to highlight popular features and improvement areas.
Write friendly and concise welcome messages for the support chatbot, using the voice guidelines in ‘BrandVoice.pdf’.
ClickUp Brain Behavior: Extracts tone cues from the document and proposes varied message options.
Summarize recent changes in data privacy regulations and their impact on customer communication protocols.
ClickUp Brain Behavior: Reviews linked compliance documents and outlines necessary adjustments for support teams.
Generate instructions for positioning help widgets on the website, referencing UX standards and regional compliance docs.
ClickUp Brain Behavior: Extracts design rules and legal requirements to create a clear placement guide.
Create a checklist for handling sensitive customer data securely, based on internal security policies and best practices.
ClickUp Brain Behavior: Identifies critical steps and organizes them into a practical checklist for staff use.
Compare customer service features like response channels and availability across top competitors using analysis docs.
ClickUp Brain Behavior: Summarizes key differences and strengths in a concise, easy-to-read format.
What new support tools and methods have been adopted since 2023 in the customer service industry?
ClickUp Brain Behavior: Synthesizes information from research notes, industry reports, and internal updates.
Summarize main usability issues reported by customers in the Asia-Pacific region regarding our support portal.
ClickUp Brain Behavior: Extracts and ranks user feedback from surveys, tickets, and comments to highlight priority areas.
Brain Max Boost: Effortlessly explore past support documents, customer feedback, and training materials to fuel your next guide development.

Brain Max Boost: Instantly access previous guide versions, common issue resolutions, or support scripts across teams.

Support teams develop clear instructions faster, enhance user understanding, and prevent confusion.