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Customer Support Reply Checklist

Checklist for reviewing an AI-drafted customer support reply before it goes out.

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Use this before sending an AI-drafted reply to an actual customer, especially before any auto-send is enabled. - Does it actually answer the customer's specific question, not a generic version of a similar-sounding question? - Is every factual claim about policy, pricing, timelines, or account specifics accurate and current — not guessed or based on outdated information? - Does it commit to anything (a refund, a timeline, an exception) that the sender isn't actually authorized to promise? - Is the tone appropriate to the situation — genuinely empathetic for a real problem, not falsely cheerful, and not cold for a sensitive issue? - Does it acknowledge what the customer actually said, or does it read as a template that ignores the specifics of their message? - If the issue needs escalation or is outside what a first reply can resolve, does the draft say so clearly instead of stalling with vague reassurance? - Would this reply read as genuine and specific if the customer is upset, or would it read as a canned response that will make things worse? - Are personal/account details in the draft actually correct for this specific customer, not left over from a different context or template? Never auto-send an AI-drafted reply for anything involving money, an account-level decision, or a clearly upset customer without a human review first.

Shared by Parshu · Published Aug 1, 2026

eval-checklist

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You're opening Customer Support Reply Checklist. Here's the quickest way to get a useful result.

  1. 1Review the complete instructions after closing this guide.
  2. 2Use Copy or Download when that option is available.
  3. 3Follow the setup notes in the AI tool the resource is designed for.