Chapter B · 2 of 4~9 min

AI for customer support

**Draft replies and look up policy** — humans own refunds, legal threats, and anything with PII.

Paths & resources for this lesson

1Try it yourself

Playground

Support desk triage

AI drafts and retrieves — humans own refunds, legal threats, and PII.

Angry refund — policy lookup

2Read & reflect

Recap

#What you just did

You triaged tickets: draft with policy, redact secrets, or escalate to a human.

Teach

#How it works

Support playbook:

Context: refund policy + order status tool (read-only).
Customer: "Charged twice for annual plan."

Draft a reply that:
- cites policy section
- lists next steps
- does NOT promise refund until human confirms

Always strip SSNs, passwords, and full card numbers before logging or re-prompting.

Use it

#When you'd use this

  • Tier-1 reply drafts from knowledge base
  • Summarizing long ticket threads for agents
  • Suggesting macros — not auto-sending legal responses

Watch out

#Watch out

Never auto-send on threats, chargebacks, or medical/safety claims. Route to human.

Try next

#Try this next

Paste a redacted ticket (no PII) and ask for a draft + confidence notes on each claim.

3Spark check

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