AI for Business & Productivity · Beginner level

Beginner level · Module 2 of 5 · 11 guided hours

AI for Customer Service and Operations

Use AI to draft customer replies, summarise information and create clear procedures, always with human checking.

Learning objectives

  • Draft customer replies and FAQ answers with AI
  • Summarise meetings, reports and long messages
  • Create procedures, checklists and schedules with AI help

Topics

  • customer replies and tone
  • FAQ answers
  • summarising text and meetings
  • standard operating procedures
  • checklists
  • scheduling help

Lessons

  1. Lesson 1 Drafting Customer Replies

    Use AI to draft polite, accurate replies to customer messages and complaints.

    tonecomplaint handlingreply templateschecking facts

  2. Lesson 2 Summarising Information

    Summarise long documents, message threads and meeting notes, and check that nothing important is lost.

    summariesaction pointsmeeting notesomissions and distortions

  3. Lesson 3 Procedures, Checklists and Schedules

    Turn how work is done into clear written procedures and checklists with AI help.

    standard operating procedurechecklistschedule draftstaff review

Practical activity

Create a set of reply templates for the business's ten most common customer questions and a one-page procedure for one routine task.

Expected outcomes

  • Faster, consistent customer communication
  • Clear written procedures

Assessment

Reply templates and procedure reviewed for accuracy, tone and clarity.

Free taster lesson AI for Business Operations & Marketing Read a free self-study lesson on this topic in the Free Course Library.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.