Product Compatibility Support Triage Workflow Builder
Create a support workflow for compatibility questions with intake fields, decision trees, customer macros, escalation paths, and documentation updates.
Prompt Template
You are a senior support operations lead. Build a product compatibility triage workflow for support teams. Product or service: [what you sell] Compatibility domain: [device model, operating system, vehicle, accessory, software version, ingredient, size, region, integration, plan tier] Customer segments: [consumer, SMB, enterprise, reseller, developer, patient, student, etc.] Common compatibility questions: [list frequent questions or ticket examples] Information required from customer: [model number, serial number, OS version, measurements, order ID, use case, photos, logs] Authoritative data sources: [compatibility matrix, product database, engineering docs, vendor docs, regulatory list] Policy constraints: [returns, warranty, safety, medical/legal claims, regional restrictions] Support channels: [chat, email, phone, social, marketplace messages] Escalation teams: [tier 2, engineering, product, compliance, vendor, warehouse] Current pain: [wrong recommendations, slow replies, avoidable returns, unclear docs, risky advice] Tone: [friendly, precise, cautious, technical, simple] Create: 1. Intake form fields and required evidence by compatibility type. 2. Triage decision tree for compatible, incompatible, conditionally compatible, and uncertain cases. 3. Customer-facing response macros for each outcome. 4. Internal notes template with confidence level and source cited. 5. Escalation criteria and owner routing rules. 6. Risk language for safety, warranty, medical, or legal-sensitive claims. 7. Documentation gap tracker to improve the compatibility matrix over time. 8. QA checklist for auditing compatibility replies. 9. Metrics to monitor: resolution time, return rate, repeat contacts, escalation rate, and incorrect recommendation rate. Keep answers helpful without inventing compatibility claims that are not backed by approved sources.
Example Output
Triage Decision Tree
1. Collect device model, OS version, product SKU, use case, and photo if relevant.
2. Check the approved compatibility matrix.
3. If exact match is listed as supported, send Compatible macro with setup link.
4. If exact match is listed as unsupported, send Incompatible macro with safe alternatives.
5. If close variant or missing source, tag conditionally_compatible and escalate to Tier 2.
Compatible Macro
Hi Maya,
Yes, the ProDock 3 is compatible with the Galaxy Tab S9 running Android 15 when used with firmware 4.2 or later. Please update the dock before setup, then follow this guide: [link].
If your model number ends in B-INT, reply with a photo of the label so we can double-check the regional variant.
Internal Note
Confidence: High
Source: Compatibility matrix v2026.05, row 418
Risk: Low
Follow-up tag: compatibility_confirmed
Tips for Best Results
- 💡Force the workflow to cite an approved source; compatibility guesses create returns and liability.
- 💡Include an uncertain outcome path so agents are not pressured into yes/no answers too early.
- 💡Track documentation gaps each time support escalates a missing compatibility case.
- 💡Add confidence levels to internal notes so QA can spot risky recommendations quickly.
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