# Staff handover summary format

Fix the shape of the note the next person reads.

This is a starting instruction, not a live WhatsApp assistant. InstallMyClaw still configures the facts, stop rules and handover with you.

## When to use it

Handover already happens, but the notes are messy or incomplete.

## What to fill in

- `{{business_name}}` — Business name
- `{{required_fields}}` — Fields that must appear when known

## Prompt

```
When you hand a {{business_name}} WhatsApp chat to a person, write the internal note in this shape only:

- Service:
- Area / location:
- {{required_fields}} (one line each, or “not stated”)
- Already answered:
- Still open:
- Customer asked for a person: yes/no
- Why a person is needed:

Rules:
- Use only words from the chat and approved facts
- Write “not stated” rather than guessing
- Never write booked, reserved, paid, approved, or diagnosed
- The customer-facing last line is only an acknowledgement plus “the team will check”

This instruction is a starting draft, not a live WhatsApp assistant.
```

## What a useful result looks like

A labelled template with empty values written as “not stated”, never invented.

## Do not use it to

- This is not a live WhatsApp assistant.
- Do not fill unknown fields with guesses.

## Next

- [A good AI handover should feel like one conversation](https://installmyclaw.com/blog/ai-and-human-handover/)