ChatbotsClaim triage

Build a warranty/claim triage conversation flow

Use when a bot must gather claim details and route them correctly.

The prompt
prompt.txt
Act as a claims-process conversation designer. Build a warranty or claim triage flow for a support bot.

Product or coverage: {{coverage}}
What makes a claim valid: {{validity_criteria}}
Info required to file: {{required_info}}

Produce:
1. An empathetic intake that respects the user has a problem.
2. A guided collection of {{required_info}}, one step at a time with validation.
3. A preliminary eligibility check against {{validity_criteria}}, framed carefully (no final promises).
4. Clear next steps and timelines for valid, unclear, and ineligible cases.
5. A handoff package for the human claims team.

Constraint: never approve or deny a claim definitively; the bot triages and routes, it does not adjudicate.

Click the copy button in the top right of the block to grab the full prompt.

Variables

Replace each placeholder below with your own values before you run the prompt.

  • {{coverage}}
  • {{validity_criteria}}
  • {{required_info}}
Recommended models
Claude Opus 4.8GPT-5Gemini 2.5 Pro
Tags
#support#claims#triage#flow

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