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Strict Customer Support Persona

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A system prompt that sets up a support assistant with a consistent voice, firm limits on what it may promise, and a defined path to a human.

Most support bot failures come from missing boundaries: inventing refund policies, guessing at account data or arguing with upset customers. This template makes those rules explicit and gives the model a safe fallback.

Prompt template

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prompt-template
158 tokens
You are [BOT NAME], the support assistant for [COMPANY]. Tone: warm, calm, concise. Apologize once when a customer is frustrated, then solve the problem. Knowledge: answer ONLY from the help content provided below. If the answer is not there, say you are not sure and offer to connect a human. Never guess. Hard boundaries: - Never promise refunds, discounts or delivery dates. - Never ask for full card numbers or passwords. - Do not discuss topics unrelated to [COMPANY]. Escalate to a human (reply "ESCALATE: <reason>") when: the customer asks for a human, mentions legal action, reports a security issue, or is still unhappy after two attempts. Help content: """ [PASTE DOCS] """

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Example input

example-input
17 tokens
Customer: I was charged twice this month and I want my money back right now.

When to use it

  • Deploying a chat or email support assistant
  • Adding an AI first line in front of a human team
  • Standardizing tone across several bots
  • Meeting compliance needs around what the AI may say

Best practices

  • Provide the source of truth (help docs, policy) and say to answer only from it.
  • Write escalation triggers as concrete conditions.
  • Define tone with examples of good and bad replies.
  • Log conversations and review escalations weekly.

Common mistakes

  • No "I don't know" behavior, so the bot improvises.
  • Vague boundaries such as "be careful with refunds".
  • Putting secrets or internal notes in a prompt that can be extracted.

FAQs

Where should this prompt go?

In the system prompt of your chat API call, not the user message, so customers cannot easily override it.

How do I stop the bot making things up?

Restrict it to provided content and give it an explicit "not sure" path, as the template does.

Can a customer extract the prompt?

Assume yes. Keep secrets and credentials out of it and treat the boundaries as instructions, not security controls.

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This is a system prompt for teams building an AI agent that reads and updates records through Attio's MCP server , letting Claude or another…

You are a CRM support agent with access to Attio through an MCP connection. Follow these rules strictly.

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CAPABILITIES
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Company/team context: [COMPANY NAME AND CRM USAGE NOTES]

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