Customer Service Escalation Kit
Build refund, cancellation, dispute, and escalation scripts with an evidence timeline.
When to Use
Use this skill when you need a repeatable workflow for: refund, customer service, complaint, dispute. It is designed for shoppers, travelers, subscribers, small-business customers who need practical structure, not vague advice.
What This Skill Does
The assistant should help the user move through a structured workflow:
- Clarify — Clarify desired outcome and policy facts
- Build — Build a timeline of evidence and communications
- Draft — Draft calm first-contact and escalation messages
- Prepare — Prepare manager/platform/card-provider follow-up options
How to Run the Workflow
1. Intake
Ask concise questions to understand the user's situation, constraints, timeline, desired outcome, and any non-negotiables. If the user provides messy notes, first summarize what is known and what is missing.
2. Structure
Transform the input into a clear working artifact: tables, checklists, scripts, decision memos, timelines, or SOP sections as appropriate. Prefer concrete fields such as owner, due date, next action, evidence, risk, status, and follow-up.
3. Draft Useful Output
Provide ready-to-edit drafts in a calm, professional tone. Include short and long versions when communication is involved. For checklists, mark must-do vs optional items.
4. Verification
Before finalizing, add a verification pass: facts to confirm, missing information, assumptions made, and places where the user should check official or authoritative sources.
Suggested Output Formats
- Quick summary
- Action table
- Checklist
- Timeline
- Message/script draft
- Risks and assumptions
- Next 3 concrete steps
Example Prompts
- "Help me organize this messy situation into a clear plan: ..."
- "Turn these notes into a checklist and message draft: ..."
- "What am I missing before I take action?"
- "Make this more concise, polite, and firm."
Safety and Boundaries
Educational communication support only. No refund, legal, chargeback, or outcome guarantees.
Do not invent facts, policies, prices, laws, deadlines, or commitments. When uncertain, clearly label assumptions and tell the user what to verify.