Prompts to build a customer knowledge center
This resource is based on How to build an AI brain from your customer data in less than 2 hours, featuring Sean Blanda of Gate Check Studios, published on the AI Lab by ActiveCampaign.

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How to use these prompts
These are ready-to-use prompts for querying a customer knowledge center built with ChatGPT Projects or Claude Projects. Copy, paste, and swap in details where you see [BRACKETS]. Each prompt assumes you’ve already uploaded customer feedback data (reviews, support conversations, call transcripts, survey responses) to your AI project.
Prompt 1: Surface customer language for copy
- Best for: Finding the exact words and phrases your customers use to describe your product or process
- Use with: ChatGPT Projects / Claude Projects
Surface customer language for copy
What are common words and phrases my customers use when describing [SPECIFIC PROCESS OR FEATURE]? Summarize the most frequent patterns in a single paragraph, then list the top 10 phrases with example quotes.
Cite each quote with the source document and customer name.
Variables to fill in:
- [SPECIFIC PROCESS OR FEATURE]—e.g., “our onboarding process,” “the payment experience,” “customer support response time”
What to expect: A paragraph summarizing language patterns, followed by a list of actual customer phrases with citations. Use these directly in landing page copy, email subject lines, or ad creative.
Follow-up prompt:
“Now write 5 headline options for a landing page about [FEATURE] using only language from these customer quotes.”
Prompt 2: Find targeted testimonials
- Best for: Pulling testimonials that match a specific audience segment, location, or use case
- Use with: ChatGPT Projects / Claude Projects
Find targeted testimonials
Find me [NUMBER] testimonials from customers who are [SEGMENT DESCRIPTION]. Edit each to [CHARACTER LIMIT] characters or less while keeping the customer’s original voice. Include the customer’s name and source document for each.
Variables to fill in:
- [NUMBER]—e.g., “3–5”
- [SEGMENT DESCRIPTION]—e.g., “at mid-market companies,” “in the East Coast region,” “using our enterprise plan”
- [CHARACTER LIMIT]—e.g., “280” for social media, “150” for display ads
What to expect: Edited testimonials ready to drop into campaigns, each attributed and length-constrained. Review for accuracy—AI may trim context that changes meaning.
Prompt 3: Extract constructive criticism by segment
- Best for: Understanding pain points from a specific customer group for product or messaging improvements
- Use with: ChatGPT Projects / Claude Projects
Constructive criticism by segment
Share constructive criticism from our [CUSTOMER SEGMENT] customers about [SPECIFIC TOPIC]. Organize by theme and include direct quotes. For each theme, suggest how we could address this in our marketing messaging.
Cite all feedback with the source document and customer name.
Variables to fill in:
- [CUSTOMER SEGMENT]—e.g., “mid-market,” “new customers (first 90 days),” “enterprise”
- [SPECIFIC TOPIC]—e.g., “our latest software feature,” “the onboarding experience,” “pricing”
What to expect: Feedback organized by theme (e.g., “complexity,” “missing features,” “pricing confusion”) with direct quotes and messaging suggestions. Use this to preemptively address objections in campaigns.
Prompt 4: Create a customer persona from real data
- Best for: Building a customer persona grounded in actual feedback rather than assumptions
- Use with: ChatGPT Projects / Claude Projects
Customer persona
Based on all the customer feedback data in this project, create a customer persona for [PERSONA TYPE]. Include:
- Demographics and role (inferred from the data)
- Top 3 goals when using our [PRODUCT/SERVICE]
- Top 3 frustrations or pain points
- Language they use to describe their needs (direct quotes)
- What would make them recommend us to a colleague
Cite all specific claims with source documents.
Variables to fill in:
- [PERSONA TYPE]—e.g., “our most satisfied customers,” “customers who churned,” “power users”
- [PRODUCT/SERVICE]—your product or service name
What to expect: A data-backed persona with actual customer language, not marketing-speak. Compare against your existing personas to see what’s different.
Follow-up prompt:
“Now act as this persona. I’m going to describe a new campaign concept, and I want you to respond as this customer would, including what excites them, what concerns them, and whether they’d engage.”
Prompt 5: Deep research for strategic analysis
- Best for: Quarterly reviews, strategy sessions, or identifying overlooked opportunities
- Use with: ChatGPT Deep Research / Claude Extended Thinking
Research for strategic analysis
Using all the customer feedback in this project, produce a research report that covers:
- The top 5 themes in customer sentiment over the past [TIME PERIOD]
- Any shifts in language or concerns compared to earlier feedback
- Three strategic adjustments we should consider for our [MARKETING/PRODUCT] based on these patterns
- Opportunities we may be missing based on what customers are asking for but not getting
Format as a structured report with an executive summary. Cite all claims.
Variables to fill in:
- [TIME PERIOD]—e.g., “quarter,” “6 months,” “year”
- [MARKETING/PRODUCT]—e.g., “email marketing,” “product roadmap,” “content strategy”
What to expect: A multi-page research report suitable for sharing with stakeholders. Best used as a starting point for deeper strategic analysis, not as a final deliverable.
Tips for better results
- Always require citations: add “Cite all quotations and customer feedback with the source document and name of the customer” to your custom instructions. This prevents hallucinations from making it into your marketing.
- Upload regularly: your knowledge center is only as good as its data. Add new call transcripts, reviews, and survey responses monthly.
- Include campaign results: upload post-mortem notes and metrics so the AI can connect customer sentiment to campaign performance.
- Start specific, then go broad: query about one feature or segment first. Once you trust the output, try broader strategic questions.
Ready for the full story?
Read How to build an AI brain from your customer data in less than 2 hours, featuring Sean Blanda of Gate Check Studios, published on the AI Lab by ActiveCampaign.
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