Ingredients

Smartrr, 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 refers to a request from a customer to change the email address associated with their account. This is a common request as customers may change their email providers, prefer to consolidate multiple email accounts, or update their contact information for security reasons. Efficient handling of these requests is crucial to maintain accurate customer records, ensure continued communication, and uphold data integrity across systems. Automating this process can significantly reduce manual workload and improve response times, thereby enhancing overall customer satisfaction.

Which Platforms Does This AI Policy Work On?

This AI policy is designed to work across Smartrr, Salesforce Service Cloud, and Kodif. Additionally, Kodif seamlessly integrates with all other major platforms, making it a versatile solution for businesses looking to streamline their customer support operations.

When Should I Use This Policy?

This policy should be used when a customer requests to update the email address associated with their account. It ensures that the process is streamlined, accurate, and reduces the likelihood of errors or data duplication.

Policy Logic

1. Ask for the User’s Current Email Address

2. Use @get_smartrr_account_details to check if the provided email exists in Smartrr.

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 Smartrr

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

Policy Logic

1. Ask for the User’s Current Email Address

2. Use @get_smartrr_account_details to check if the provided email exists in Smartrr.

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 Smartrr

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

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