Unit 1 · From inquiry to next step
Learn to organize an inquiry and draft a useful reply with human review. This open 35–45 minute resource extends the existing guide and practice; no real customer data is needed.
Goal and preparation
By the end, you can separate facts from assumptions, draft a customer reply and decide what a person must review. Use paper or a local document and only this fictional case.
Case: a neighborhood bakery
Someone asks: “Do you have 12 wholemeal rolls for tomorrow at 8? How much is delivery?” The fictional product sheet lists COP 3,000 per roll. Stock, delivery capacity and delivery fee are unconfirmed. There is no permission for promotions.
Step 1 · Separate known facts
Known: requested product, quantity, day and time. Reference unit price: COP 3,000. Arithmetic subtotal: 12 × COP 3,000 = COP 36,000. Unknown: stock, preparation capacity, delivery coverage and fee. An inquiry is not a confirmed order.
Step 2 · Write an AI instruction
Draft prompt: “Write a short, friendly reply using only this fictional sheet. Acknowledge the inquiry; state a product subtotal of COP 36,000 subject to confirmation; ask for the delivery area, without asking for a full address yet. Explain that a person will check availability and delivery. Do not promise delivery or add promotions.” This page does not send the prompt to a model.
Step 3 · Review the draft
Reviewed example: “Thanks for your inquiry! For 12 wholemeal rolls, the product subtotal would be COP 36,000. We will check availability for tomorrow at 8 and the delivery fee. Which area would the delivery be in? Your order is not confirmed yet.” Check numbers, tone, facts and the next step before using any draft.
Step 4 · Design a minimal record
In a local document, create columns for fictional ID, inquiry, confirmed facts, pending checks, owner and next review. Example: CASE-01 | 12 rolls | reference price | stock and delivery | sales owner | before offering delivery. Do not enter passwords, identity documents or personal data in this practice.
Step 5 · Measure carefully
Assume ten inquiries, eight replies and three confirmed orders. Reply rate: 8/10 = 80%. Conversion per inquiry: 3/10 = 30%. Orders do not equal received payments. A small sample does not show that AI caused a sales increase.
Practical deliverable · 10 minutes
Write your own reply, one record row and two risks of automatic confirmation. Self-check: did you separate product subtotal and delivery, mark pending checks, minimize data and name a reviewer? Keep your work locally; this page does not receive it.
Check your judgment
Practice assessment with immediate feedback. The score lasts only while this page is open: it is not sent or saved as academic progress and does not establish graduation, certification, enrollment or a discount.