Ingredients
Recharge, Zendesk, and Kodif.
What are AI Policies?
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.
“Update subscription frequency” ticket type explained
In customer support, the “Update subscription frequency” ticket type refers to customer requests to change how often they receive a product or service as part of a recurring subscription. This can involve adjusting the delivery schedule, frequency of billing, or even changing the product variant delivered over a specific period. These requests are crucial for subscription-based businesses as they directly impact customer satisfaction and retention. Prompt and efficient handling of such requests can lead to improved customer loyalty and reduced churn rates.
Which Platforms does this AI policy work on?
This AI policy operates on Recharge, Zendesk, and Kodif. Moreover, Kodif seamlessly integrates with all other major platforms, ensuring a versatile application across various customer support ecosystems.
When should I use this policy?
Use this policy when a customer requests to update the frequency of their subscription on Recharge. This ensures that their needs are met efficiently, enhancing the overall customer experience and satisfaction.
Policy logic
Use this policy when a customer requests to update the subscription frequency associated with their account. Here’s how the policy logic works:
- Ask for the user’s current subscription details.
a. Use @get_recharge_subscription_details to verify if the provided details exist in Recharge.
- Ask for the New Subscription Frequency.
a. Ask the customer to specify the new frequency they desire for their subscription.
- Check for Compatibility.
a. Use @check_frequency_compatibility to ensure the new frequency is available for the customer’s subscription.
b. If it is not, use macro “The subscription frequency you requested is not available. Please choose a different frequency or contact support for further assistance.”
- Update the Subscription Frequency in Recharge.
a. Use @update_subscription_frequency(current_subscription: str, new_frequency: str) to update the frequency in Recharge.
b. Inform the customer that their subscription frequency has been successfully updated.
Example policy
To illustrate the process, consider the following example where a customer requests to update their subscription frequency:
- Ask for the user’s current subscription details.
a. Use @get_recharge_subscription_details to check if the provided details exist in Recharge.
- Ask for the New Subscription Frequency.
a. Ask the customer to specify the new frequency they desire for their subscription.
- Check for Compatibility.
a. Use @check_frequency_compatibility to ensure the new frequency is available for the customer’s subscription.
b. If it is not, use macro “The subscription frequency you requested is not available. Please choose a different frequency or contact support for further assistance.”
- Update the Subscription Frequency in Recharge.
a. Use @update_subscription_frequency(current_subscription: str, new_frequency: str) to update the frequency in Recharge.
b. Inform the customer that their subscription frequency has been successfully updated.
