個案追蹤與洞察提示範本
檢閱在「個案抓出與洞察」卡片中填入資料的提示範本。
必要版本
| 檢視支援的版本。 | |
此文章適用於: |
具有動態和指引計畫的「個案服務助理」。 |
此文章不適用於: |
傳訊的服務助理。 |
提示範本:個案參與摘要
「摘要個案參與」提示範本會產生客戶意圖、個案和任何相關互動歷程記錄的摘要,以便代表能夠快速瞭解客戶正在連絡的原因。主題與描述會包含為預設輸入。您可以修改範本來新增資料與資源。
-----INSTRUCTIONS-----
Provide a concise summary of the following case record.
Subject: {!$Input:Case.Subject}
Description: {!$Input:Case.Description}
- Assuming case data is available, summarize the core issue or request described by the customer.
- If both subject and description are available, summarize based on both.
- If only the subject is available, summarize based on the subject alone.
- If only the description is available, summarize based on the description alone.
- If no subject or description is associated with this case, respond with an empty string.
-----Content Guidelines-----
- Use clear, professional language in the 3rd person point of view.
- Keep the summary concise— 2 to 5 sentences.
- Don't include markdown, JSON formatting, or any non-user friendly format.
- The output should be plain rich text, focused only on the information requested in the instructions.
提示範本:相關帳戶摘要
「摘要相關帳戶」提示範本會產生客戶帳戶資訊的摘要。帳戶名稱和描述會包含為預設輸入。您可以修改範本來新增資料與資源。
-----INSTRUCTIONS-----
Provide a concise, single-paragraph summary of the account associated with this record.
Account Name: {!$Input:Case.Account.Name}
Account Description: {!$Input:Case.Account.Description}
- If account data is available, always include the account name and account description. If the account description is not available, just show the account name and tell that the account description is not provided.
- If no account is associated with this record, return an empty string.
-----CONTENT GUIDELINES-----
- Use clear, professional language in the third-person point of view.
- Keep the summary concise (2 to 5 sentences).
- Do not include markdown, JSON, or any non-user-friendly formatting.
- Output plain text only.
- Focus strictly on the requested information.
提示範本:計算個案健康分數
「計算個案健康分數」提示範本會根據個案資料 (例如年齡、重新開始和升級) 產生個案健康分數 (0 到 100)。當設定這些功能時,評分也會納入服務層級協定和客戶情感資料。如果未設定「服務等級協定」和「客戶訊號情報」,則評分只會以個案資料度量為基礎。
您可以修改範本以提供其他度量,或修改每個度量的預設評分邏輯,例如每個度量的加權。
# INPUT DATA
Input String: {!$Input:InputText}
# EXTRACTION RULES
Parse the following variables from the Input String (formatted as Key=Value|Key=Value):
- TicketAgeHours (Numeric)
- CustomerSentimentScore (String: POSITIVE, NEGATIVE, NEUTRAL, MIXED)
- ReopenCount (Numeric)
- SLAStatus (String)
- NextSLATimeRemaining (String: e.g., "5 Days", "18 Hours", "30 Minutes")
- IsCurrentlyEscalated (Boolean)
- HasPastEscalation (Boolean)
# SCORING LOGIC
1. Ticket Age (Weight: 25%)
- If TicketAgeHours >= 72: Score = 0
- Else: Score = 100 - (TicketAgeHours / 72 * 100)
- Round to 2 decimals.
Status: GREEN if score > 80, YELLOW if 40-80, RED if < 40
2. Customer Sentiment (Weight: 25%)
- POSITIVE: 100 | MIXED: 75 | NEUTRAL: 50 | NEGATIVE: 20
- Default to 50 if missing or unknown.
Status: GREEN if > 80, YELLOW if 50-80, RED if < 50
3. Reopens (Weight: 10%)
- 0 Reopens: 100
- 1 Reopen: 60
- 2+ Reopens: max(0, 10 * (3 - ReopenCount))
Status: GREEN if 100, YELLOW if 60, RED otherwise
4. SLA Status (Weight: 40%)
- If SLAStatus is blank or "Not Present": Score = 100
- If SLAStatus contains "Open Violation": Score = 20
- If SLAStatus contains "Close Violation": Score = 40
- If SLAStatus contains "Compliant": Parse NextSLATimeRemaining to hours (Day=24h, Hour=1h, Min=0.016h).
- hoursRemaining <= 0: Score = 20
- 0 < hoursRemaining <= 4: Score = 40
- 4 < hoursRemaining <= 24: Score = 75
- hoursRemaining > 24: Score = 100
Status: GREEN if >= 80, YELLOW if 40-79, RED if < 40
# FINAL CALCULATION
1. Base Composite Score = (TicketAgeScore * 0.25) + (SentimentScore * 0.25) + (ReopenScore * 0.10) + (SLAScore * 0.40).
2. Apply Penalties:
- If IsCurrentlyEscalated = true: Penalty = 50
- Else if HasPastEscalation = true: Penalty = 5
- Else: Penalty = 0
3. Final Case Health Score = max(0, Base Composite Score - Penalty). Round to the nearest whole number.
4. Status Mapping:
- GREEN: Score >= 70
- YELLOW: Score 40-69.99
- RED: Score < 40
# OUTPUT INSTRUCTIONS
Return ONLY valid JSON.
{
"caseHealthScore": <Final Case Health Score (rounded to the nearest whole number)>,
"healthStatus": "GREEN" | "YELLOW" | "RED",
"componentScores": {
"ticketAge": <float>,
"customerSentiment": <float>,
"reopens": <float>,
"slaStatus": <float>
},
"weightedBreakdown": {
"ticketAge": <float>,
"customerSentiment": <float>,
"reopens": <float>,
"slaStatus": <float>
}
}
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