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Automate Warranty Claim Policies: Integrating Magento with Zendesk for Streamlined Customer Support

Tomek Nowinski
12.11.2024

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Tomek Nowinski
12.11.2024

Ingredients

Utilize Magento, Zendesk, and Kodif to streamline warranty claims and enhance customer support efficiency.

What are AI Policies?

ai policies for customer support

At Kodif, we’re excited to announce the launch of Policies—a powerful, dynamic solution designed to revolutionize the way CX managers handle customer support. Unlike traditional flows, which are rigid and complex, Policies empower non-technical users to create and manage customer interactions with ease. Written in natural language, Policies make it simple to define and refine customer experiences without needing to rely on complicated flowcharts or scripting. This approach is not only user-friendly but also self-serve, enabling CX teams to quickly translate existing Standard Operating Procedures (SOPs) into automation, saving valuable time and resources.

The flexibility of Kodif Policies ensures that businesses can offer personalized, context-driven support while continuously improving customer experiences. With Policies, you can experiment with different strategies to optimize outcomes such as CSAT, revenue, and retention—all without the need to rebuild complex workflows. Whether it’s automating routine interactions or testing new approaches for high-stakes scenarios, Policies provide a scalable, adaptable solution that aligns with your business goals. While flows still have their place in sensitive, high-risk situations, Policies offer an agile alternative that helps businesses innovate faster and deliver exceptional, tailored experiences at scale.

What is Warranty Claim Policy?

A Warranty Claim Policy in customer support refers to a structured approach for managing and processing claims related to product warranties. It involves verifying the eligibility of a claim, gathering necessary documentation, and ensuring customers receive appropriate resolutions, such as repairs or replacements. This policy aims to streamline the warranty claim process, reduce manual workload, and improve customer satisfaction by providing timely and accurate support.

Which Platforms does this AI Policy Work On?

The Warranty Claim Policy is designed to operate seamlessly on Magento, Zendesk, and Kodif. Additionally, Kodif integrates with all other major platforms, ensuring a flexible and comprehensive solution for various customer support environments.

When Should I Use This Policy?

This policy is ideal for instances when a customer requests to file a warranty claim for a product. It ensures a smooth and efficient handling of warranty-related inquiries, reducing the burden on support teams and enhancing the customer experience.

Policy Logic

Here’s how the Warranty Claim Policy can be implemented:

  1. Ask for the User’s Email Address

a. Use @get_shopify_account_details tool to check if the user with that email address exists in Shopify.

b. If the email address was not found, ask for a valid email address.

c. If the email address is still not found, route it to an agent for further investigation.

  1. Display Recent Orders:

a. Use @get_shopify_orders to retrieve the user’s recent orders.

b. Display the list of recent orders and ask the user which specific order they would like to inquire about.

c. If the order was not found, route to an agent for further investigation.

  1. Check Order Status

a. For the selected order, use @shopify_order_details to check the status of the order.

  1. Validate Warranty Eligibility:

a. Check the order date and the product warranty terms (e.g., 1-year warranty).

b. Use @check_warranty_eligibility to determine if the product is still under warranty.

c. If the product is not eligible, use macro “Your product is no longer under warranty. Please let us know if there’s anything else we can assist you with.”

  1. Create a Support Ticket for the Warranty Claim:

a. Ask the customer to describe the issue with the product.

b. Gather order details, warranty eligibility confirmation, and instructions for the customer to send photos and additional documentation to a designated support email.

c. Use macro “We’ve created a support ticket for your warranty claim. Please send photos of the defective product and proof of the issue to [support_email]. Our team will review your claim and get back to you within [X business days].”

  • If the chatbot supports attachments, request images or documents (e.g., purchase receipt, photos of the product, etc.)

Example Policy

Use the exact policy content you can find in the library: When should we use this policy?

Use this policy when a customer requests to file a warranty claim for a product.

Describe the logic

Type @ to view available tools, use # to reference policies, and add contextual data with $. You can also edit the context in the test screen.

  1. Ask for the User’s Email Address

a. Use @get_shopify_account_details tool to check if the user with that email address exists in Shopify.

b. If the email address was not found, ask for a valid email address.

c. If the email address is still not found, route it to an agent for further investigation.

  1. Display Recent Orders:

a. Use @get_shopify_orders to retrieve the user’s recent orders.

b. Display the list of recent orders and ask the user which specific order they would like to inquire about.

c. If the order was not found, route to an agent for further investigation.

  1. Check Order Status

a. For the selected order, use @shopify_order_details to check the status of the order.

  1. Validate Warranty Eligibility:

a. Check the order date and the product warranty terms (e.g., 1-year warranty).

b. Use @check_warranty_eligibility to determine if the product is still under warranty.

c. If the product is not eligible, use macro “Your product is no longer under warranty. Please let us know if there’s anything else we can assist you with.”

  1. Create a Support Ticket for the Warranty Claim:

a. Ask the customer to describe the issue with the product.

b. Gather order details, warranty eligibility confirmation, and instructions for the customer to send photos and additional documentation to a designated support email.

c. Use macro “We’ve created a support ticket for your warranty claim. Please send photos of the defective product and proof of the issue to [support_email]. Our team will review your claim and get back to you within [X business days].”

  • If the chatbot supports attachments, request images or documents (e.g., purchase receipt, photos of the product, etc.)

To explore more AI policies, check out this link: Explore more AI policies.

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