Reference · How-to · ~8 min

How to draft a support reply with a policy pack

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Ground the draft in allowed macros/policy; escalate when authority is missing.

Ground the draft in allowed macros/policy; escalate when authority is missing.

#Steps

1. Paste **only** the policy sections that apply (or retrieve via RAG).

2. State tone + refund/authority limits.

3. Ask for a draft reply + escalation flag.

4. Ban inventing policy, credits, or legal language.

5. Human sends — especially for refunds and apologies with commitments.

#Copy-paste prompt

Customer message: […]
Allowed policy excerpts: […]
Limits: no refunds over $[N] without escalate=true
Return JSON:
{"reply": "...", "escalate": true|false, "policy_ids_used": []}
If policy is insufficient, escalate=true and say what is missing.

**Try the lesson:** `ai-for-customer-support` · Glossary: [support AI playbook](/reference/support-ai-playbook)