Ingredients
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.
“Update email address” ticket type explained
In customer support, an “Update email address” ticket refers to a request from a customer to change the email address associated with their account. This is a common task often handled by customer service representatives to ensure accurate communication and account management. Updating an email address is crucial as it is typically the primary point of contact for order confirmations, newsletters, and support responses. Ensuring this information is current helps maintain seamless communication with customers and supports overall account security.
Which Platforms does this AI policy work on?
This AI policy works seamlessly with OrderGroove, Freshdesk, and Kodif. Moreover, Kodif integrates effortlessly with all other major platforms, providing a comprehensive solution for managing customer support across various systems.
When should I use this policy?
Use this policy when a customer requests to update the email address associated with their account. The policy allows for a streamlined process, ensuring that the customer’s request is handled efficiently and securely.
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.
- Ask for the user’s current email address
Use @get_ordergroove_account_details to check if the provided email exists in OrderGroove.
Ask for the New Email Address
Ask the customer to provide the new email address they want to use.
Check for Duplicate Accounts
- Use @check_email_exists to verify if the new email address is already associated with another account.
If it is, use macro “The email address you provided is already linked to another account. Please provide a different email address or contact support for further assistance.”
Update the Email Address in OrderGroove
- Use @update_customer_email(current_email: str, new_email: str) to update the customer’s email in OrderGroove.
- Inform the customer that their email has been successfully updated.
Policy logic
Use this policy when a customer requests to update the email address associated with their account. The logic is designed to ensure a smooth transition while maintaining account security.
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.
- Ask for the user’s current email address
Use @get_ordergroove_account_details to check if the provided email exists in OrderGroove.
Ask for the New Email Address
Ask the customer to provide the new email address they want to use.
Check for Duplicate Accounts
- Use @check_email_exists to verify if the new email address is already associated with another account.
If it is, use macro “The email address you provided is already linked to another account. Please provide a different email address or contact support for further assistance.”
Update the Email Address in OrderGroove
- Use @update_customer_email(current_email: str, new_email: str) to update the customer’s email in OrderGroove.
- Inform the customer that their email has been successfully updated.
Example policy
Use this policy when a customer requests to update the email address associated with their account. The policy is structured to handle requests efficiently and securely.
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.
- Ask for the user’s current email address
Use @get_ordergroove_account_details to check if the provided email exists in OrderGroove.
Ask for the New Email Address
Ask the customer to provide the new email address they want to use.
Check for Duplicate Accounts
- Use @check_email_exists to verify if the new email address is already associated with another account.
If it is, use macro “The email address you provided is already linked to another account. Please provide a different email address or contact support for further assistance.”
Update the Email Address in OrderGroove
- Use @update_customer_email(current_email: str, new_email: str) to update the customer’s email in OrderGroove.
- Inform the customer that their email has been successfully updated.
