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個案追蹤與洞察提示範本

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。
勾選記號 此文章適用於: 具有動態和指引計畫的「個案服務助理」。
X 圖示 此文章不適用於: 傳訊的服務助理。

每個洞察都有一個基本提示範本,可填入「個案追蹤與洞察」卡片中的資料。您可以編輯提示範本來新增其他資料以符合您的業務需求。提示範本僅適用於「個案追蹤與洞察」內的使用。

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: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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