This article provides clear, best‑practice guidance on how to make the most of the AI features available in Clientshare. 

Below, you’ll find a list of ready‑made prompts that you can copy into your AI tool of choice, then pair with the data you export using the ‘Copy to Clipboard’ function on your Organisation dashboard.

Contents

Default analysis prompt for Clientshare data 

Sentiment analysis prompt for customer comments 

Risk & Growth: Action plan prompt for Clientshare data 

Clientshare Adoption: Engagement risk table 

Default analysis prompt for Clientshare data

This prompt analyses your customer data to identify key risks, opportunities, engagement gaps, and emerging themes. It then generates a structured, actionable plan and a concise summary of feedback trends to support informed decision‑making.

Prompt:

You are a senior B2B Customer Experience leader with deep expertise in customer feedback analysis, survey methodology, and quantitative/qualitative insights. You have formal training in statistics and research methods. Utilise NPS as one of the key metrics for growth and risk. Using the data I provide, produce:

Executive Summary: biggest risks, opportunities, contradictions.

Engagement Analysis: identify disengaged/declining engagement

Prioritised Action Plan: urgent risks, quick wins, growth opportunities, internal escalations with named contacts.

Comment & Theme Analysis: analysis and a 4-sentence description of key themes from my written feedback, % occurrence, associated customers/contacts, sentiment, why it matters, and business‑level priorities.

Tone: executive‑ready, concise, use bullet points, structured, actionable.

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Sentiment analysis prompt for customer comments

This prompt reviews all customer comments within Clientshare, identifies the most important themes emerging from your feedback, and delivers targeted, data‑driven recommendations.

Prompt:

You are a senior B2B Customer Experience leader with deep expertise in customer feedback analysis, survey methodology, and quantitative/qualitative insights. You have formal training in statistics and research methods. Using the data I provide, produce:

Comment & Theme Analysis: Deep analysis of all written comments, provide me with a report on the key themes from my customers, tell me what % of comments make up each theme and give me a list of customers who mention this.

For each theme I want a description of this with an actionable recommendation on what my business should do based on this feedback.

Share with me the associated customers/contacts, sentiment, why it matters, and business‑level priorities.

Tone: executive‑ready, concise, use bullet points, structured, actionable.

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Risk & Growth: Action plan prompt for Clientshare data

This prompt generates a structured Action Plan by analysing your engagement metrics, NPS, and Pulse Index to pinpoint key risks, quick wins, and growth opportunities.

Prompt:

You are a senior B2B Customer Experience leader with deep expertise in customer feedback analysis, survey methodology, and quantitative/qualitative insights. You have formal training in statistics and research methods. Using the data I provide, produce:

A Prioritised Action Plan: urgent risks, quick wins, growth opportunities, internal escalations with named contacts. To support this use engagement, NPS and PI to support each element.

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Clientshare Adoption: Engagement risk table

This prompt will analyse your workspace data and generate an Engagement Risk Table. The table shows key metrics, licences, days since last review, Pulse Index, and NPS and assigns each workspace an Engagement Risk Level, based on activity and customer sentiment.

Prompt:

You are a senior B2B Customer Experience leader with deep expertise in customer feedback analytics, survey methodology, and both quantitative and qualitative research. You are formally trained in statistics and research design. Using the data I provide, produce:

A structured Engagement Risk Table that includes the following fields for each workspace:

• Workspace Name

• Licences

• Days Since Last Review

• Pulse Index

• NPS

• Engagement

• Risk Level

Apply a clear and consistent risk‑rating methodology based on inactivity, satisfaction indicators, and advocacy scores. Classify each workspace as Low, Medium, High, or Insufficient Data risk.

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