Ingredients
The systems involved in this policy include Loop Returns, 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.
“Return order for refund or replacement” ticket type explained
In customer support, a “Return order for refund or replacement” ticket refers to the process of handling customer requests to return purchased items either for a refund or to exchange them for another item. This process is crucial in maintaining customer satisfaction, as it directly impacts how customers perceive the service and support of a business post-purchase. Efficient management of return orders helps in minimizing customer frustration, streamlining operations, and fostering loyalty by ensuring that customer issues are resolved promptly and satisfactorily.
Which Platforms does this AI policy work on?
This AI policy is compatible with Loop Returns, Salesforce Service Cloud, and Kodif. Moreover, Kodif integrates seamlessly with all other major platforms, ensuring flexibility and comprehensive support across various systems.
When should I use this policy?
This policy should be employed when customers request a refund or replacement for their orders. It is designed to automate and streamline the process, ensuring efficiency and customer satisfaction.
Describe the Logic
Utilize the policy by following these steps, employing natural language and available tools:
- Ask for the user’s email address
a. Use @get_loopreturns_account_details to verify if the user with the provided email address exists in Loop Returns.
b. If the email address is not found, request a valid email address.
c. If the email address is still not found, route it to an agent for further investigation.
- Display Recent Orders
a. Use @get_loopreturns_orders to retrieve the user’s recent orders.
b. Display the list of recent orders and ask the user which specific order they would like to inquire about.
c. If the order is not found, route to an agent for further investigation.
- Check Refund Eligibility
a. Use @loopreturns_order_details to check the status and eligibility of the selected order for a refund or replacement.
b. If the order is eligible for a refund, verify the return and refund conditions (e.g., within the return window, product condition, etc.).
c. If the order is not eligible, inform the user that the order is outside the refund window or does not meet the conditions for a refund, and provide alternative options (e.g., store credit, exchange).
- Initiate Refund Process
a. If the order meets the refund criteria, ask the user to confirm their request for a refund.
b. Use @loopreturns_issue_refund to initiate the refund process in Loop Returns.
c. Inform the user that the refund process has started and provide them with an estimated timeline for when the funds will be credited back to their payment method (typically within 3-5 business days).
- Notify the User
a. Inform the user in the chat that their refund has been successfully initiated.
b. Loop Returns will send a confirmation email to the user regarding the refund status and details.
- Refund Follow-Up
a. Advise the user to check their bank or payment provider for any updates on the refund processing timeline.
b. If the user has questions regarding the refund status after the estimated time frame, encourage them to reach out for further assistance.
- Escalation
a. If the refund cannot be processed or if there are any issues, route the request to an agent or create a ticket in Salesforce Service Cloud for further investigation.
b. If the user prefers a store credit or exchange instead of a refund, offer these options and use the appropriate tools to process them.
Policy Logic
When should we use this policy? Use this policy when customers want a refund.
Utilize the policy by following these steps, employing natural language and available tools:
- Ask for the user’s email address
a. Use @get_loopreturns_account_details to verify if the user with the provided email address exists in Loop Returns.
b. If the email address is not found, request a valid email address.
c. If the email address is still not found, route it to an agent for further investigation.
- Display Recent Orders
a. Use @get_loopreturns_orders to retrieve the user’s recent orders.
b. Display the list of recent orders and ask the user which specific order they would like to inquire about.
c. If the order is not found, route to an agent for further investigation.
- Check Refund Eligibility
a. Use @loopreturns_order_details to check the status and eligibility of the selected order for a refund or replacement.
b. If the order is eligible for a refund, verify the return and refund conditions (e.g., within the return window, product condition, etc.).
c. If the order is not eligible, inform the user that the order is outside the refund window or does not meet the conditions for a refund, and provide alternative options (e.g., store credit, exchange).
- Initiate Refund Process
a. If the order meets the refund criteria, ask the user to confirm their request for a refund.
b. Use @loopreturns_issue_refund to initiate the refund process in Loop Returns.
c. Inform the user that the refund process has started and provide them with an estimated timeline for when the funds will be credited back to their payment method (typically within 3-5 business days).
- Notify the User
a. Inform the user in the chat that their refund has been successfully initiated.
b. Loop Returns will send a confirmation email to the user regarding the refund status and details.
- Refund Follow-Up
a. Advise the user to check their bank or payment provider for any updates on the refund processing timeline.
b. If the user has questions regarding the refund status after the estimated time frame, encourage them to reach out for further assistance.
- Escalation
a. If the refund cannot be processed or if there are any issues, route the request to an agent or create a ticket in Salesforce Service Cloud for further investigation.
b. If the user prefers a store credit or exchange instead of a refund, offer these options and use the appropriate tools to process them.
Example Policy
When should we use this policy? Use this policy when customers want a refund.
Utilize the policy by following these steps, employing natural language and available tools:
- Ask for the user’s email address
a. Use @get_loopreturns_account_details to verify if the user with the provided email address exists in Loop Returns.
b. If the email address is not found, request a valid email address.
c. If the email address is still not found, route it to an agent for further investigation.
- Display Recent Orders
a. Use @get_loopreturns_orders to retrieve the user’s recent orders.
b. Display the list of recent orders and ask the user which specific order they would like to inquire about.
c. If the order is not found, route to an agent for further investigation.
- Check Refund Eligibility
a. Use @loopreturns_order_details to check the status and eligibility of the selected order for a refund or replacement.
b. If the order is eligible for a refund, verify the return and refund conditions (e.g., within the return window, product condition, etc.).
c. If the order is not eligible, inform the user that the order is outside the refund window or does not meet the conditions for a refund, and provide alternative options (e.g., store credit, exchange).
- Initiate Refund Process
a. If the order meets the refund criteria, ask the user to confirm their request for a refund.
b. Use @loopreturns_issue_refund to initiate the refund process in Loop Returns.
c. Inform the user that the refund process has started and provide them with an estimated timeline for when the funds will be credited back to their payment method (typically within 3-5 business days).
- Notify the User
a. Inform the user in the chat that their refund has been successfully initiated.
b. Loop Returns will send a confirmation email to the user regarding the refund status and details.
- Refund Follow-Up
a. Advise the user to check their bank or payment provider for any updates on the refund processing timeline.
b. If the user has questions regarding the refund status after the estimated time frame, encourage them to reach out for further assistance.
- Escalation
a. If the refund cannot be processed or if there are any issues, route the request to an agent or create a ticket in Salesforce Service Cloud for further investigation.
b. If the user prefers a store credit or exchange instead of a refund, offer these options and use the appropriate tools to process them.
