Before we begin
Before diving into the step-by-step instructions, it’s important to understand the value of responding to user inquiries quickly and accurately. By following the process in this guide, you’ll ensure users receive timely, clear, and helpful support. Setting the right expectations from the start helps build trust and satisfaction with your service.
Step-by-step Instructions
Step 1: Always Update Brain AI with the Latest Information
Always make sure to update Brain AI with the most current information or specific instructions related to the inquiry.
Add internal guides, troubleshooting steps, or policy details to brain ai. And as soon as new information becomes available, make sure to update it.
Example:
Update Brain AI: "Password reset instructions."Confirm the relevant steps or links Cassie should include in the reply are up-to-date and accurate.
Step 2: Use Cassie for drafting replies
Open a chat with Cassie when a user inquiry arrives.
Clearly state the user's question and any relevant details.
Cassie will craft a well-structured, professional reply tailored to the inquiry.
Example:
User asks: "How do I reset my password?"Prompt Cassie: "Draft a reply for a user who wants to reset their password."
Step 3: Refine the Reply with Prompting
If Cassie’s initial draft needs adjustment, use prompting to clarify tone, add missing info, or address specific user needs.
Ask Cassie for a more concise, friendly, or detailed version as needed.
Example:
Prompt Cassie: "Make the reply more concise and add a link to the password reset page."
Step 4: Copy and Send the Final Reply
Once satisfied with Cassie’s crafted response, copy the reply.
Paste it into your communication channel (e.g., email, chat) and send it to the user.
Tips for Efficiency
Save commonly used prompts for Cassie to speed up future replies.
Regularly update Brain AI with new issues and solutions.
Use clear, specific prompts for Cassie to ensure accurate drafts.