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August 7, 2024
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Two Field-Tested Prompts for CX Teams

August 7, 2024
|
4 min read

Get deeper insights from unstructured customer data with generative AI.

Generative AI has introduced a new way to interact with unstructured data. LLMs have advanced contextual understanding, and can perform basic reasoning across vast amounts of information. This removes the need for preprocessing and makes qualitative analyses manageable, fundamentally shifting the way non-technical teams can work with customer data.

The process of directing the LLM to extract a specific insight, or perform a specific transformation, is called “prompt engineering.” With a well-structured prompt, teams can extract any insight from any data to achieve their goal, whether they’re trying to make sense of a handful of onboarding calls or analyze sentiment acrossthousands of support conversations. Applying the prompt at scale is where the results become valuable.

In this article, we’re sharing two field-tested prompts we’ve developed for leading CX teams to help them work with product reviews, support call transcripts, conversation data, and more.

We’ve developed these prompts on specific datasets for specific goals. We encourage you to apply them to your own data, inspect their performance across different LLMs, and fine-tune them further so they’re custom-built for you!

For Reviews | Summarizing Key Issues

Summarization is a great starting point for LLMs. This summarization prompt is designed to extract key points from product or service reviews across sources like Trustpilot, G2, Capterra, Yelp, Google, or other platforms. The prompt gives the LLM clear instructions on what to summarize and how to format the results. 

To test this prompt, you can copy and paste it into the LLM-interface of your choice (like ChatGPT) and input a review in place of the parameter below.

Below is a review written by a customer of company XYZ, an e-commerce retailer. The review could be positive, negative, or neutral. 

# Instructions

Thinking step by step, identify only the key issues or reasons mentioned by the reviewer in the review.

Each issue or reason should be a single sentence.

Each issue or reason should be specific and actionable.

Do not provide your opinions, and do not include any duplicate reasons in your response.

Provide your answer as a set of short sentences without leading numbers or hyphens

# End of instruction

# Review

{{ insert your review }}

# End of review

With HumanFirst, you can run this prompt across an unlimited number of transcripts at once. Reach out to our team to learn more.

A simple summarization prompt like this can save hours of manual analysis, so CX leaders and product teams can find and solve priority problems. You can adjust the prompt to analyze contact reasons across hundreds of support calls to speed up topic modeling projects and understand where customer support agents are spending their time.

For Support Calls | Analyzing Customer Sentiment

Beyond the feedback provided in product or service reviews, CX teams want to understand their customers’ experience across different touch points like support interactions. Sentiment is a key metric to measure and manage because of its outsized impact on customer retention.

With a fine-tuned prompt, teams can go beyond simple ‘positive’ and ‘negative’ designations and ask the LLM to supply a list of reasons for the good and the bad across the conversation, scoring the conversation accordingly.

Below is a support call transcript between a customer of company XYZ, an e-commerce retailer, and a customer support agent working for the retailer. 

# Instructions

Your job is to rate the overall tone of the customer during the conversation.

Score the conversation accordingly:

1 - The customer expresses extreme dissatisfaction, frustration, or anger throughout the call and may use abusive language or threaten legal action.

2 - The customer shows clear dissatisfaction or frustration, with some negative remarks and complaints.

3 - The customer's tone and comments are balanced, showing neither satisfaction nor dissatisfaction.

4 - The customer displays satisfaction and contentment, with a few positive remarks and a generally pleasant tone.

5 - The customer expresses extreme satisfaction, gratitude, or happiness consistently throughout the call.

If you can't score the conversation, give it a 0.

Give a comma separated list of short one sentence descriptions of positive events (give "none" if there are none).

Give a comma separated list of short one sentence descriptions of negative events (give "none" if there are none).

Give a short, single paragraph description of your reasoning.

# End of instruction

# Transcript

{{ insert your transcript }}

Provide your answer in the following template:

Total score: < score >

Positive events: < comma separated list >

Negative events: < comma separated list >

Reasoning: < short paragraph >

Here’s how the scored conversations look in HumanFirst.

When you run this prompt at scale across a large dataset of conversations, important trends begin to emerge. With the right prompt and data environment, you can map the total score to the source conversation, and isolate the low-scoring conversations to see which negative events occur most frequently. Similarly, you can extract positive events contributing to high-scoring conversations, and augment your agent training accordingly.

We’re sharing 4 more ready-to-use prompts in next week’s webinar - register to attend the session and receive a take-home guide with all 6!

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Tutorials

Two Field-Tested Prompts for CX Teams

August 7, 2024
.
4 min read

Get deeper insights from unstructured customer data with generative AI.

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