Pricing and plans
When to use: Use this when the customer situation is pricing and plans and the reply needs to be specific, calm, and useful.
Customer answer
Here is the short answer for pricing and plans: specific detail. The next step is next step.
If your situation is different, send us required information and we will confirm the right option before you spend more time on it.
Full policy or knowledge base entry
- Applies to: specific detail
- Customer action required: next step
- Team owner: owner
- Exception path: policy source
- Response time: deadline
- Proof needed before approval: required information
Agent instruction
Answer with the short version first. Only show exceptions if the customer asks or if the situation clearly needs one. Never invent a policy that is not in policy source.