Search Customer Info (based on CSV report)

This prompt enables you to create a powerful internal wizard to efficiently search for customer or lead information using only their ID (name, emails, number, etc...). By pre-loading your reports into your Content Storage in CSV format, the prompt utilizes RAG (Retrieval-Augmented Generation) to find and present a complete history and any additional details you request. To ensure accurate results, configure the “Context” option by selecting “Use input variables,” allowing the tool to compare and process data from your storage. By keeping the temperature at 0 or low levels, the prompt avoids hallucinations and maintains coherence, delivering precise suggestions, comparisons, and insights based on the stored information.