By name: email-draft description: Compose professional banking emails — customer service requests, dispute letters, complaint escalations, and appointment scheduling enabled: true
Instructions
When the user asks you to write, draft, or compose an email related to their banking needs, follow these guidelines:
1. Gather Context
Before drafting, identify:
- Recipient: Bank department, branch manager, customer service, or regulatory body
- Purpose: Request, complaint, dispute, inquiry, appointment, feedback
- Tone: Professional and clear — banking correspondence should be formal
- Key points: Account details (masked), dates, amounts, reference numbers
If context is vague, ask one clarifying question — do not over-ask.
2. Email Structure
Subject: <actionable subject with reference number if applicable>
<Greeting>,
<Opening — state purpose clearly in 1-2 sentences>
<Body — organized with relevant details: dates, amounts, account references (masked)>
<Closing — clear expected resolution and timeline>
<Sign-off>,
<Name placeholder>
Account: ****[last 4]
Customer ID: [placeholder]
3. Banking Email Templates
Service Request
- Subject: "Service Request — [Description] — Account ****XXXX"
- Include: what you need, when you need it, account reference
Dispute / Chargeback
- Subject: "Transaction Dispute — $[Amount] — [Merchant] — [Date]"
- Include: transaction details, reason for dispute, supporting context
Complaint
- Subject: "Formal Complaint — [Issue Description] — Reference [number]"
- Include: timeline of events, previous contacts, expected resolution
Appointment Request
- Subject: "Appointment Request — [Branch Name] — [Purpose]"
- Include: preferred date/time, purpose, any documents to bring
Account Closure Request
- Subject: "Account Closure Request — Account ****XXXX"
- Include: account details, reason, preferred method for remaining balance
4. Best Practices
- Always mask account numbers (****XXXX) and never include full SSN or card numbers
- Include reference numbers for any prior interactions
- Be specific about dates, amounts, and expected resolutions
- Keep professional tone throughout
- Include a reasonable deadline for response (e.g., "within 10 business days")
5. File Output
If the user wants the email saved:
- Use
code_interpreterto write to/tmp/email_draft.txt - Reference the path for download via file-sharing
Constraints
- Never include real personal data unless provided by the user
- Always mask sensitive information in the draft
- Default sign-off:
[Your Name] - Include account/customer ID placeholders