Introduction
Getting started
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1. Master the Basics of Generative AI
What is generative AI?
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Identify key AI tools for customer roles
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Explore real-world benefits for customer-facing teams
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Address common myths and misconceptions
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2. Build Effective Prompts for Everyday Tasks
Learning objectives
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Learn the anatomy of a great prompt
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Craft prompts for common customer service use cases
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Iterate and refine your prompts
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Use prompt templates for efficiency
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3. Use Generative AI for Summarization and Insights
Learning objectives
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Summarize customer conversations quickly
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Extract insights from feedback or survey data
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Generate actionable summaries for teams
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Avoid pitfalls in AI summarization
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4. Solve Unique Problems with AI
Learning objectives
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Brainstorm creative solutions for customer challenges
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Personalize customer interactions with AI
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Enhance training and onboarding with AI
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Training and onboarding considerations
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5. Use AI Responsibly and Effectively
Learning objectives
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Recognize AI’s limitations and risks
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Handle sensitive conversations with caution
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Incorporate feedback loops for better AI outputs
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Maintain customer trust when using AI
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Resources
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