Ingredients

Shopify, 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 email address” ticket type explained

In the realm of customer support, an “Update email address” ticket is a request from a customer to change the email address associated with their account. This could be due to various reasons such as a change in the customer’s primary email service, security concerns, or simply a preference for a new email handle. Efficiently managing these requests ensures that customers continue to receive updates, promotional offers, and notifications seamlessly, thereby maintaining the flow of communication and enhancing customer satisfaction.

Which Platforms does this AI policy work on?

This AI policy seamlessly integrates with Shopify, Zendesk, and Kodif. In fact, Kodif is designed to integrate with all major platforms, ensuring a smooth and cohesive experience for updating customer data 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. This policy is particularly useful to ensure that the customer’s contact details are current and that communication channels remain open and effective.

Policy logic

1. Ask for the user’s current email address

2. Use @get_shopify_account_details to check if the provided email exists in shopify.

3. Ask for the New Email Address

4. Ask 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 Shopify

9. Use @update_customer_email(current_email: str, new_email: str) to update the customer’s email in shopify.
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. The policy logic is straightforward and involves a few key steps to ensure smooth execution:

1. Ask for the user’s current email address

2. Use @get_shopify_account_details to check if the provided email exists in shopify.

3. Ask for the New Email Address

4. Ask 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 Shopify

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

Explore more AI policies