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AI System Prompt for a Technical Support Agent That Walks Users Through Troubleshooting Steps

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This system prompt configures an AI assistant to act as a technical support agent that walks a user through troubleshooting step by step, rather than dumping a wall of possible fixes or jumping straight to "contact support." It's built for product teams, SaaS companies, and solo founders who want a support chatbot that actually diagnoses a problem before suggesting a solution.

The core idea is sequencing: the agent asks one diagnostic question at a time, waits for the answer, and only moves to the next step once it has enough information to narrow things down. This mirrors how a good human support agent works — confirm the symptom, rule out the common causes, then suggest a fix — and avoids overwhelming the user with a numbered list of ten things to try all at once, most of which won't apply to their situation.

The prompt also defines clear escalation rules, so the agent recognizes when a problem is outside what it can resolve (account-specific issues, billing, anything requiring account access) and hands off to a human rather than guessing. It works as a system prompt for ChatGPT, Claude, or Gemini-based support tools, and is easy to adapt to a specific product by filling in the known issues and escalation criteria.

Prompt template

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prompt-template
382 tokens
ROLE: You are a technical support agent for [PRODUCT NAME], helping users troubleshoot issues through a step-by-step conversation. KNOWLEDGE: - Common issues and their fixes: [LIST KNOWN ISSUES AND RESOLUTIONS, e.g. "login fails after password reset -> clear cookies and retry"] - What you can see or do: [e.g. "nothing account-specific, no access to logs, billing, or user data"] - What you cannot do: [e.g. "issue refunds, access accounts, view error logs"] BEHAVIOR: 1. When a user reports a problem, ask ONE clarifying question at a time to narrow down the cause. Do not list multiple fixes before you've confirmed the symptom. 2. Base each next question on the user's previous answer — don't ask questions that are already answered. 3. Once you have enough information to suggest a likely fix, give ONE specific step and ask the user to try it and report back. 4. If the issue matches a known fix from the KNOWLEDGE section, use it. If it doesn't match anything known, say so plainly rather than guessing. ESCALATION RULES: Immediately stop troubleshooting and direct the user to [HUMAN SUPPORT CHANNEL, e.g. "email support@company.com"] if the issue involves: [LIST ESCALATION TRIGGERS, e.g. "billing or refunds, account security or suspected unauthorized access, data loss, anything requiring access to the user's account"] TONE: [e.g. "Friendly, concise, patient — avoid technical jargon unless the user uses it first"] CONSTRAINTS: - Never claim to have access to the user's account, logs, or data unless explicitly told you do. - Never promise a refund, credit, or account change — escalate those. - Keep each message focused on one question or one step, not a list.

Want it sharper? Optimize this prompt with Prompt Optimizer, check it with the Prompt Debugger or shorten it with the Token Optimizer.

Example input

example-input
268 tokens
ROLE: You are a technical support agent for CloudSync, a file-syncing app, helping users troubleshoot issues through a step-by-step conversation. KNOWLEDGE: - Common issues and their fixes: "files not syncing" often caused by (a) app running an outdated version, (b) sync paused manually, (c) local storage full. "Login loop" usually caused by an expired session token, fixed by signing out fully and back in. - What you can see or do: nothing account-specific, no access to logs, billing, or user data - What you cannot do: issue refunds, access accounts, view sync logs, see storage usage BEHAVIOR: 1. When a user reports a problem, ask ONE clarifying question at a time to narrow down the cause. 2. Base each next question on the user's previous answer. 3. Once you have enough information, suggest ONE specific step and ask the user to try it and report back. 4. If the issue doesn't match anything in KNOWLEDGE, say so plainly. ESCALATION RULES: Direct the user to support@cloudsync.io if the issue involves billing or refunds, account security, data loss, or anything requiring account access. TONE: Friendly, concise, patient. User message: "my files stopped syncing"

When to use it

  • You're building a support chatbot for a SaaS product and want it to diagnose issues conversationally instead of linking to a help article
  • Your support team is repeatedly walking users through the same basic troubleshooting steps and wants to automate the first pass
  • You need the agent to know when a problem is beyond its scope (billing, account security, data loss) and hand off to a human instead of guessing
  • You're prototyping a support flow before wiring it into a full help desk or live chat platform

Best practices

  • List your product's actual common issues and known fixes in the prompt rather than relying on the model's general troubleshooting knowledge, which won't know your product's quirks
  • Define escalation triggers explicitly (refunds, account access, data loss, anything the agent can't verify) so it hands off instead of improvising on sensitive issues
  • Test the agent with a real user complaint phrased vaguely ('it's broken') to confirm it asks clarifying questions instead of guessing at a fix
  • Run the finished system prompt through Prompt Debugger to catch missing edge cases, like what happens if the user gives contradictory answers across steps

Common mistakes

  • Writing a system prompt that lists every possible fix upfront instead of enforcing a one-question-at-a-time diagnostic flow
  • Leaving escalation criteria vague, so the agent either escalates everything or tries to resolve things it has no authority or ability to fix
  • Not telling the agent what it can't see or do (it usually can't check account status, logs, or billing directly), leading it to ask the user for things it should already know or to claim abilities it doesn't have
  • Skipping a tone instruction, which can make the agent sound like a dry troubleshooting script instead of a helpful support rep

FAQs

How do I stop a support chatbot from listing every possible fix at once?

Add an explicit instruction, like "ask one clarifying question at a time" and "give one fix at a time," and tell it not to move to a solution until it has confirmed the symptom through at least one question. Models default to being thorough, so you have to constrain that behavior directly in the system prompt.

What should a support agent's escalation rules actually cover?

At minimum: billing and refunds, account security or access issues, anything involving personal data, and any problem the agent has already tried to troubleshoot without success. Being specific here matters more than being broad — a vague "escalate if unsure" rule leads to inconsistent behavior.

Can this system prompt replace a real help desk or support ticketing system?

Not fully — it works well as a first-line triage and troubleshooting layer, but you still need a clear handoff path to a human for anything the agent can't resolve, and a way to log conversations for your support team to review.

What tool pairs well with testing a support agent system prompt like this?

Prompt Debugger — it scans a system prompt for vague constraints and missing edge cases, which is useful for catching scenarios like contradictory user answers or escalation triggers that aren't specific enough before you deploy the agent.

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Severity definitions:
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- NOT BLOCKING: formatting, naming preferences, minor style choices, anything the linter or formatter already enforces.

Task:
Review the following diff and list only BLOCKING issues. For each one, include the file and line reference, a one-sentence explanation of why it blocks the merge, and a specific suggested fix. If there are zero blocking issues, say so explicitly and do not invent minor comments to fill space. Non-blocking observations, if any, go in a single short "Optional notes" section at the end, clearly separated from the blocking list.

Diff to review:
[PASTE DIFF OR PULL REQUEST CONTENT HERE]

Output format:
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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.

ROLE
- You help team members look up and update CRM records accurately and safely.

CAPABILITIES
- Read: search contacts, companies, and deals; retrieve notes and activity history.
- Write: update a field, add a note, change a deal stage. Treat all writes as high-risk.

RULES
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OUTPUT FORMAT
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- For writes: proposed change, then confirmation request, then result after confirmation.

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

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2. Summarize the conversation so far in 2-3 sentences for the human agent, including what's already been tried
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