The Information Brief
Workshop
Use the Teleserv call center scenario to work through each CO-STAR dimension. Then trade with a partner to find exactly where your brief fell short.
Teleserv is a 320-agent inbound call center handling customer service for three telecom clients. Agents work live calls — billing disputes, cancellation threats, plan changes — under pressure to keep handle time under six minutes while hitting CSAT targets.
Leadership wants to deploy an AI assistant that surfaces real-time response scripts directly in the agent's browser during live calls. The AI needs to know what to say, how to say it, and what it is never allowed to promise — without a supervisor in the room.
Use CO-STAR to write the prompt that tells the AI how to respond when a customer threatens to cancel over a billing dispute.
In the next exercise, you'll use SPACE™ to define the system that governs everything the AI does before a single customer call begins.
What is this project? What will the AI be working on? Include the format, the purpose, and any relevant background.
What is already decided? List only what is truly fixed — mark status: confirmed, assumed, or pending.
List actual sources — don't summarize them here. Name the document and the key fact it provides.
One clear sentence. What should the AI produce? Avoid vague verbs like "help with" or "work on."
How will you know the output is good? Be specific — vague criteria produce vague outputs.
The most commonly skipped section. Flag what is NOT decided yet — this prevents wrong guesses.
Describe the writing style in concrete terms — not just "professional." Think about structure, sentence length, vocabulary level.
What should the reader feel? Choose 2–3 precise words — not just "professional."
Tone traps the AI often falls into for this kind of output.
Specific role, not a broad group. What do they already know? What do they care about most?
Who else might read this, and does that change anything?
Legal, compliance, or brand requirements that must appear no matter what. (From the Information Brief.)
Exact structure you want back. Headings? Bullets? Table? Length?
Hard limits on length, file type, section count, reading level, etc.
- They didn't know who the reader was
- They guessed at the length or format
- They assumed a tone you didn't intend
- They used jargon the audience wouldn't know
- They filled in a pending decision as if it were settled
- They missed a non-negotiable requirement
- They couldn't tell what "done well" meant
- They produced the wrong output format