Ingredients

The systems involved in this policy are OrderGroove, Freshdesk, 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.

“Cancel subscription” ticket type explained

In customer support, a “Cancel subscription” ticket type refers to requests from customers to discontinue a recurring service or product subscription. This type of request is critical for businesses because it can impact revenue and customer retention. Handling such requests effectively requires a balance between respecting the customer’s decision and offering incentives or solutions to retain them. It often involves understanding the reason behind the cancellation and offering tailored solutions that might address the customer’s concerns, such as discounts, alternative products, or improved services.

Which Platforms does this AI policy work on?

This AI policy is designed to work seamlessly on OrderGroove, Freshdesk, and Kodif. Additionally, Kodif integrates with all other major platforms, allowing businesses to leverage their existing systems while enhancing their customer support capabilities.

When should I use this policy?

This policy is ideal for use when customers want to cancel orders and the process includes a retention step. It provides a structured approach to offering alternatives that may convince customers to reconsider their cancellation.

Policy logic

To apply this policy, you use specific commands and references within the policy framework. 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. When a customer wants to proceed with cancellation as per the #Single_order_cancellation_policy, you provide cancellation alternatives:
2. Discount Offer: Use @set_discount_to_order to offer a discount (e.g., 10% or 15%) on the current order if the user chooses to retain it.
3. Shipping Upgrade: Offer an expedited shipping upgrade free of charge to incentivize the user to keep their order.
4. Product Swap: Offer the option to swap the item for another product of the same or higher value at no extra cost.

5. Future Discount: Offer a discount for a future purchase, e.g., a 20% coupon for their next order, if they keep the current order.

6. Confirm Retention Decision:

7. Ask the user if they are interested in one of the retention options.
8. If the user accepts:
   • Apply the agreed-upon retention offer using the relevant tools (@set_discount_to_order, @upgrade_shipping, or other applicable retention tools).
   • Inform the user that the order has been updated, providing them with relevant details (e.g., new discount, shipping upgrade, etc.).
   • Use @send_async_message(message: str) to notify the user that their order has been successfully updated with the retention offer.
   • Freshdesk will also send a confirmation email detailing the order update.

9. If the user declines:

   • Proceed with the order cancellation as described in the #Single_order_cancellation_policy.

10. Post-Retention Follow-up:

11. If the user accepts the retention offer, thank them for choosing to keep their order and reiterate any benefits or bonuses (e.g., a future discount).

12. Ensure the user receives a follow-up message confirming that their retention offer has been applied.

13. Escalation:

14. If the user has any additional concerns or issues regarding the retention offer, route the case to an agent for further assistance.
15. In cases where the user insists on canceling despite the retention offers, proceed with cancellation as outlined in the cancellation policy.

Example policy

To implement this policy, you can follow the example policy logic with the appropriate adjustments for the platforms OrderGroove, Freshdesk, and Kodif. For instance, replace commands like @shopify_order_details with @ordergroove_order_details when dealing with OrderGroove subscriptions. When using platform names in commands, always use lowercase and connect words into one string.

Explore more AI policies