Draft a customer-facing knowledge-base article that resolves [CUSTOMER PROBLEM] in [PRODUCT OR SERVICE]. Use only these verified sources and product facts: [SOURCE MATERIAL]. The intended reader is [AUDIENCE AND SKILL LEVEL], using [PLATFORM, PLAN, OR ENVIRONMENT]. The support team’s approved escalation route is [ESCALATION PATH]. Start with a plain-language title phrased as the customer’s goal or problem. Then write: a 40-60 word answer or outcome summary; “Before you start” with only necessary access, plan, permission, device, or backup requirements; numbered resolution steps; expected result; common errors or edge cases; and “Contact support” criteria. Each action must name the exact screen, setting, menu, or command where the source material provides it. Put a verification point after consequential steps so customers can tell whether it worked. Explain unfamiliar terms once, at the point they appear. If the issue could affect data, billing, access, privacy, security, or irreversible changes, state the precaution and stop at the approved handoff boundary. Do not claim a feature exists, invent navigation labels, create troubleshooting paths without source support, promise response times, or blame the customer. Use empathetic but compact language: acknowledge the interruption once, then move directly to the solution. Return the article in publish-ready Markdown, followed by an internal “source gaps and review notes” list that will not be published. Before answering, check that every instruction is supported by the supplied material and that escalation triggers cover failed steps and account-specific cases. Ask up to 3 clarifying questions only if a required input is missing.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [CUSTOMER PROBLEM] | Describe the single customer problem or goal the article should address. | A team admin cannot invite a new member because the invite email never arrives |
| [PRODUCT OR SERVICE] | Enter the product, feature, or service name. | Northline Workspace |
| [SOURCE MATERIAL] | Paste verified documentation, support notes, release notes, and approved wording. | Admins open Settings > Members > Invite member. Invites expire after 7 days. Verify spelling, ask the recipient to check spam and corporate quarantine, then use Resend invite. Only owners can view domain restrictions in Settings > Security. Support can inspect delivery logs after the admin provides the recipient address and invite timestamp. |
| [AUDIENCE AND SKILL LEVEL] | Describe who will read the article and their familiarity with the product. | Workspace admins who are comfortable with basic account settings |
| [PLATFORM, PLAN, OR ENVIRONMENT] | Enter the relevant device, operating system, plan, account type, or integration context. | Web app; Business and Enterprise plans |
| [ESCALATION PATH] | Describe when and how the customer should contact support or another approved team. | Contact support after resend fails or a domain restriction may be involved. Ask the admin for the recipient email, workspace URL, and approximate invite time; do not ask for passwords. |
How to use
- Collect the exact support steps from product documentation and include plan, permission, and platform constraints.
- Run the prompt with one customer problem at a time; a broad article usually produces vague steps and weak escalation rules.
- Test the draft against a clean account or have a product expert verify every menu label and expected result.
- Send this follow-up: “Add a troubleshooting decision table for the three most common failure states, using only the source material already provided.”
Variations
Troubleshooting article
Use this for a problem with several diagnosable failure states.
Write a troubleshooting article for [ISSUE] in [PRODUCT] using these verified diagnostics: [DIAGNOSTIC SOURCE]. The reader is [AUDIENCE], using [ENVIRONMENT]. Begin with symptoms and prerequisites, then provide a decision table: symptom, likely supported cause, diagnostic step, resolution, and escalation trigger. Follow with numbered instructions for each resolution and an expected result. Clearly separate customer-safe actions from actions requiring support. Do not infer causes, invent logs or settings, or ask customers to expose passwords, tokens, or sensitive personal data. Check that every branch has a supported next step and a safe exit to [ESCALATION PATH].
Getting started guide
Use this for a first-time setup workflow.
Create a getting-started article for [FEATURE OR PRODUCT] for [NEW USER TYPE]. Use these verified setup requirements and steps: [SETUP DOCUMENTATION]. Return a title, what the reader will accomplish, prerequisites, a numbered setup sequence, a first-success check, and three next actions after setup. State ownership or permission requirements before the customer reaches a blocked step. Include only approved links and terminology from the source. Do not describe optional features as required or invent default settings. Before answering, check that the steps are in dependency order and flag any onboarding gap that needs product-team confirmation.
Policy explanation
Use this to explain a customer-facing rule without legal interpretation.
Draft a knowledge-base article explaining [POLICY TOPIC] for [CUSTOMER AUDIENCE]. Use this approved policy text and operational guidance: [APPROVED POLICY]. Explain what the policy covers, who it applies to, the customer actions required, relevant dates or exceptions, and how to get account-specific help through [ESCALATION PATH]. Use plain language, but preserve defined terms when their meaning matters. Do not reinterpret legal terms, promise exceptions, or add enforcement consequences not in the policy. Return publish-ready Markdown plus a list of unclear statements for policy-owner review. Check every claim against the supplied policy.
Tips
- Give each article one customer goal; separate articles for adjacent problems are easier to find, maintain, and test.
- Place prerequisites before the first click, especially permissions, subscription limits, backups, and integration requirements.
- Use expected results as checkpoints after actions that commonly fail, such as sending an invite, saving a setting, or reconnecting an integration.
- Keep internal diagnostic detail out of public instructions unless customers can safely perform the diagnostic and understand the result.
FAQ
Can Copilot create a knowledge-base article from support tickets?
It can extract patterns from approved, anonymized tickets, but final instructions should be grounded in verified product documentation. Tickets often contain workarounds that are no longer supported.
How detailed should the steps be?
Include enough detail for the intended reader to find the setting and confirm success. Do not add clicks that do not change the outcome.
Should an article include escalation instructions?
Yes, when self-service cannot safely resolve every case. Say what failure condition requires help and what information support needs, without requesting secrets.