Ingredients

OrderGroove, Salesforce Service Cloud, 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 type refers to customer requests to change the email address associated with their account. This is a common request, as users might switch email providers, consolidate their email accounts, or simply prefer using another address. Handling these requests efficiently is crucial for maintaining up-to-date customer records and ensuring seamless communication.

Which Platforms does this AI policy work on?

This AI policy is designed to work seamlessly with OrderGroove, Salesforce Service Cloud, and Kodif. Notably, Kodif integrates with all other major platforms, ensuring a versatile and comprehensive solution for managing customer support inquiries.

When should I use this policy?

Use this policy when a customer requests to update the email address associated with their account.

Policy Logic

To effectively manage email update requests, follow this logic:

1. Ask for the user’s current email address

2. Use @get_ordergroove_account_details to check if the provided email exists in OrderGroove.

3. Ask for the New Email Address

4. Request the customer to provide the new email address they want to use.

5. Check for Duplicate Accounts

6. Use @check_email_exists to verify if the new email address is already associated with another account.

7. If it is, use the macro: “The email address you provided is already linked to another account. Please provide a different email address or contact support for further assistance.”

8. Update the Email Address in OrderGroove

9. Use @update_customer_email(current_email: str, new_email: str) to update the customer’s email in OrderGroove.
10. 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.

Example Policy Logic

1. Ask for the user’s current email address

2. Use @get_ordergroove_account_details to check if the provided email exists in OrderGroove.

3. Ask for the New Email Address

4. Request the customer to provide the new email address they want to use.

5. Check for Duplicate Accounts

6. Use @check_email_exists to verify if the new email address is already associated with another account.

7. If it is, use the macro: “The email address you provided is already linked to another account. Please provide a different email address or contact support for further assistance.”

8. Update the Email Address in OrderGroove

9. Use @update_customer_email(current_email: str, new_email: str) to update the customer’s email in OrderGroove.
10. Inform the customer that their email has been successfully updated.

Explore more AI policies