home / skills / mastra-ai / mastra / customer-support

This skill provides structured customer support guidance to respond, troubleshoot, and escalate issues efficiently, improving resolution speed and accuracy.

npx playbooks add skill mastra-ai/mastra --skill customer-support

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md
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---
name: customer-support
description: Guidelines for handling customer support interactions. Use when responding to user inquiries, troubleshooting issues, or escalating problems.
license: MIT
---

# Customer Support Guidelines

## Overview

This skill provides guidelines for professional customer support interactions. Apply these patterns when responding to user inquiries, troubleshooting issues, or handling escalations.

**Keywords**: customer support, help desk, troubleshooting, user inquiry, ticket handling, escalation

## Response Framework

### HEAR Method

1. **H**ear - Acknowledge the customer's issue
2. **E**mpathize - Show understanding
3. **A**ssess - Gather information
4. **R**esolve - Provide solution or next steps

### Response Template

```
Hi [Name],

Thank you for reaching out about [brief issue summary].

[Empathy statement if appropriate]

[Solution or information]

[Clear next steps]

Best regards,
[Agent name]
```

## Tone Guidelines

### Do

- Use clear, simple language
- Be professional but friendly
- Acknowledge frustration when appropriate
- Provide specific, actionable information
- Set realistic expectations

### Don't

- Use jargon or technical terms without explanation
- Be defensive or dismissive
- Make promises you can't keep
- Blame the customer or other teams
- Use ALL CAPS or excessive punctuation

## Common Scenarios

### Password Reset

```
Hi [Name],

I can help you reset your password. Here's how:

1. Go to [login page URL]
2. Click "Forgot Password"
3. Enter your email address
4. Check your inbox for the reset link (also check spam)
5. The link expires in 24 hours

If you don't receive the email within 5 minutes, let me know and I'll investigate further.
```

### Billing Question

```
Hi [Name],

I've looked into your billing question.

[Specific answer with amounts/dates]

For reference:
- Your billing cycle: [date]
- Current plan: [plan name]
- Next charge: [amount] on [date]

If you'd like to make changes to your subscription, I can help with that too.
```

### Technical Issue

```
Hi [Name],

I understand you're experiencing [issue]. Let me help troubleshoot.

First, can you confirm:
1. [Specific question 1]
2. [Specific question 2]
3. Any error messages you're seeing?

In the meantime, you can try:
- [Quick fix option 1]
- [Quick fix option 2]

This will help me identify the root cause faster.
```

## Escalation Criteria

### Escalate Immediately

- Security concerns (account compromise, data breach)
- Legal or compliance issues
- Threats or harassment
- Executive escalation requests
- System-wide outages

### Escalate After First Attempt

- Issue persists after standard troubleshooting
- Customer requests supervisor
- Refund/credit requests above threshold
- Complex billing disputes
- Technical issues requiring engineering

### Document Before Escalating

1. Customer information
2. Issue summary
3. Steps already taken
4. Customer's desired outcome
5. Urgency level

## Response Time SLA

| Channel | First Response | Resolution Target |
| ------- | -------------- | ----------------- |
| Chat    | 2 minutes      | 15 minutes        |
| Email   | 4 hours        | 24 hours          |
| Phone   | Immediate      | 10 minutes        |
| Social  | 1 hour         | 4 hours           |

## Closing Interactions

### Resolved

```
I'm glad I could help! Is there anything else I can assist you with today?

[If no] Have a great day!
```

### Pending Resolution

```
I've [action taken]. You should see [expected outcome] within [timeframe].

I'll follow up with you [when] to make sure everything is working.
```

### Escalated

```
I've escalated this to our [team name] team. They'll reach out within [timeframe].

Your reference number is [ticket ID]. You can reply to this thread for updates.
```

Overview

This skill provides practical guidelines for professional customer support interactions. It codifies a clear response framework, tone rules, escalation criteria, and SLAs to ensure consistent, helpful, and timely assistance. Use it to structure replies, troubleshoot issues, and manage escalations effectively.

How this skill works

The skill uses the HEAR method (Hear, Empathize, Assess, Resolve) to guide every interaction. It supplies a compact message template for greetings, empathy, solutions, and next steps. It also defines scenario-specific patterns (password resets, billing, technical troubleshooting), escalation triggers, documentation requirements, and channel SLAs.

When to use it

  • Responding to customer inquiries across chat, email, phone, or social channels.
  • Troubleshooting technical problems or guiding users through fixes.
  • Handling billing questions, subscription changes, or refund requests.
  • Deciding whether to escalate security, legal, or complex issues.
  • Closing interactions with clear outcomes or follow-up plans.

Best practices

  • Start by acknowledging the issue and empathizing before troubleshooting.
  • Ask targeted questions to gather reproducible details and error messages.
  • Provide concise, step-by-step actions and set realistic expectations.
  • Document customer info, steps taken, and desired outcome before escalating.
  • Avoid jargon, never blame the customer, and don’t promise impossible timelines.

Example use cases

  • Walk a user through a password reset with a numbered step list and next steps.
  • Explain billing activity with dates, amounts, and subscription details.
  • Triage a technical issue by requesting environment details and reproductions.
  • Escalate a suspected account compromise immediately with documented evidence.
  • Confirm a pending fix, state the expected outcome and follow-up timeframe.

FAQ

What is the quickest way to structure a first response?

Use the template: acknowledge the issue, show empathy, give one clear action or question, and state the next step and expected timeframe.

When should I escalate an issue immediately?

Escalate immediately for security breaches, legal/compliance matters, threats or harassment, executive requests, and system-wide outages.