Template Features:

Use Case:

Instead of long emails or decks, the EA crafts a clarity brief that cuts through the noise and drives aligned action before major decisions [e.g., vendor change, hiring freeze]. The executive sees the full context at a glance, cutting down on back-and-forth and enabling same-day decisions with conviction.

Clarity Brief Builder

1. Situation → Recommendation → Risk/Reward

Our current CX support system is fragmented across Zendesk, internal Slack threads, and manual follow-ups. Average response time is 36 hours. We're losing speed, insight, and consistency.

Recommendation:

Approve switching to Promptly AI, a conversational support platform integrating chat, email, and analytics with pre-trained AI agents. Begin phased rollout Q3.

Risk/Reward:

Risk Reward
Change resistance from CX team 60% faster response time projection
Initial learning curve with Promptly AI tools Estimated $75K/year savings in manual support labor
Compliance approval required Sentiment analysis + triage insight without new headcount

2. Decision History Log

Date Decision Made By Notes
05/10/25 Move from Zendesk to shortlist Ruby Asked Jade to validate data
05/13/25 Dismissed Vendor X due to UI gaps Topaz Not intuitive for customers
05/18/25 Selected Promptly AI as finalist Garnet High configurability, fast POC