- 01
Copy the prompt.
- 02
Paste it into ChatGPT, Claude or Grok and fill in the blanks.
- 03
Check the result before anyone uses it.
Prompt
Write a handover note for {{business_name}} from this chat.
Use only what the customer and assistant already said. Do not invent a price, a time, a booking or a result.
Output:
1. Summary fields as a list: service, location or area if stated, quantity if stated, customer preference, already answered, still open, needs a person because
2. One short customer-facing line that acknowledges the request and says the team will check
3. Flag any missing fact that staff will still need, without asking the customer to repeat the whole story
Chat:
{{transcript}}
What to fill in
{{business_name}}- Your business name
{{transcript}}- The chat, with who spoke
When to use it
You have a real or sample chat, and you want the summary format before a live assistant writes it.
What a useful result looks like
A labelled summary (service, area, quantity, customer preference, open items, needs a person) and one sentence the assistant can send before stopping.
Do not use it to
- Invent a quote, a time slot, or a promise the chat did not contain.
- Ask the customer to start again.