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We are looking to roll out Gainsight Copilot AI to our CSMs and I am looking to see what others have found as some best practice prompts to use to get the best responses from Copilot. I am looking to build out a catalog of at least 10 prompts to start that work best. 

What are some of your favorite prompts?

Hi ​@egroesch here are some that our teams have found helpful:
 

Write an executive summary on the status, risks, and opportunities with <ACCOUNT NAME> based on the last 12 months of activities

Write an account risk summary for <ACCOUNT NAME> based on the last 12 months of activities

Suggest some conversation topics based on the last 12 months of activities with <ACCOUNT NAME>

Suggest some questions I should ask <ACCOUNT NAME> based on the last 12 months of activities

What are the top issues that our accounts experience?

Provide overview of SWOT Analysis for <ACCOUNT NAME>

Scan the last x months of activities with <ACCOUNT NAME> and summarize their goals with Acquia

Which customers have mentioned an RFP in the last 6 months?

Provide an Executive Summary of ACCOUNT NAME using this format: Company Description, Industry, Key Contacts, Product Details, Renewal Details, Executive Alignment

​@kstim -- some fantastic stuff here. ​@heather_hansen -- legend! 🔥

Thanks so much for sharing some thoughts! I have been trying some too and here are some that I have found useful as well.

 
  • Can you provide a summary of the Customer Name]'s current health status and any recent changes?
  • What potential risks should I be aware of for Customer Name], and what proactive steps can I take?
  • Identify any future opportunities to engage with the customer Customer Name] based on their recent activities.
  • Summarize the key feedback points from the last customer interaction and suggest possible actions for the customer Customer Name].
  • What are the future milestones for Customer Name], and how can I ensure we meet them?
  • Analyze the sentiment of recent communications with Customer Name] and provide insights.
  • Are there any signs of potential escalations with Customer Name] that I should address?
  • Help me compile a success story based on the Customer Name]'s recent achievements and outcomes.
  • What steps should I take to prepare for Customer Name]'s upcoming renewal?
  • Provide insights into Customer Name]'s product usage patterns and suggest areas for improvement.

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