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Streamline Warranty Claim Processes: Automate Customer Support with BigCommerce & Salesforce Service Cloud

Tomek Nowinski
12.11.2024

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Tomek Nowinski
12.11.2024

Ingredients

Integrate your warranty claim processes seamlessly with BigCommerce, Salesforce Service Cloud, and Kodif.

What are AI Policies?

ai policies for customer support

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.

What is Warranty Claim Policy?

In customer support, a Warranty Claim Policy is an automated process designed to handle customer requests to file warranty claims for products they have purchased. This policy streamlines interactions by guiding customers through the necessary steps to validate warranty eligibility, gather required information, and create support tickets for claims. By automating this process, businesses can efficiently manage warranty claims, ensuring timely responses and maintaining high levels of customer satisfaction.

Which Platforms does this AI policy work on?

The Warranty Claim Policy is designed to work seamlessly on BigCommerce and Salesforce Service Cloud, leveraging the power of Kodif. Moreover, Kodif integrates with all other major platforms, making it a versatile solution for various e-commerce and service environments.

When should I use this policy?

Use this policy when a customer requests to file a warranty claim for a product. The policy logic involves several automated steps to ensure a smooth and efficient process for both the customer and the support team.

  1. Ask for the user’s email address

a. Use @get_shopify_account_details tool to check if the user with that email address exists in Shopify.

b. If the email address was not found, ask for a valid email address.

c. If the email address is still not found, route it to an agent for further investigation.

  1. Display Recent Orders:

a. Use @get_shopify_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 was not found, route to an agent for further investigation.

  1. Check Order Status

a. For the selected order, use @shopify_order_details to check the status of the order.

  1. Validate Warranty Eligibility:

a. Check the order date and the product warranty terms (e.g., 1-year warranty).

b. Use @check_warranty_eligibility to determine if the product is still under warranty.

c. If the product is not eligible, use macro “Your product is no longer under warranty. Please let us know if there’s anything else we can assist you with.”

  1. Create a Support Ticket for the Warranty Claim:

a. Ask the customer to describe the issue with the product.

b. Gather order details, warranty eligibility confirmation, and instructions for the customer to send photos and additional documentation to a designated support email.

c. Use macro “We’ve created a support ticket for your warranty claim. Please send photos of the defective product and proof of the issue to [support_email]. Our team will review your claim and get back to you within [X business days].”

[a] If the chatbot supports attachments, request images or documents (e.g., purchase receipt, photos of the product, etc).

Policy logic

Use this policy when a customer requests to file a warranty claim for a product. The automated logic includes:

  1. Ask for the user’s email address

a. Use @get_shopify_account_details tool to check if the user with that email address exists in Shopify.

b. If the email address was not found, ask for a valid email address.

c. If the email address is still not found, route it to an agent for further investigation.

  1. Display Recent Orders:

a. Use @get_shopify_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 was not found, route to an agent for further investigation.

  1. Check Order Status

a. For the selected order, use @shopify_order_details to check the status of the order.

  1. Validate Warranty Eligibility:

a. Check the order date and the product warranty terms (e.g., 1-year warranty).

b. Use @check_warranty_eligibility to determine if the product is still under warranty.

c. If the product is not eligible, use macro “Your product is no longer under warranty. Please let us know if there’s anything else we can assist you with.”

  1. Create a Support Ticket for the Warranty Claim:

a. Ask the customer to describe the issue with the product.

b. Gather order details, warranty eligibility confirmation, and instructions for the customer to send photos and additional documentation to a designated support email.

c. Use macro “We’ve created a support ticket for your warranty claim. Please send photos of the defective product and proof of the issue to [support_email]. Our team will review your claim and get back to you within [X business days].”

[a] If the chatbot supports attachments, request images or documents (e.g., purchase receipt, photos of the product, etc).

Example policy

Use this policy when a customer requests to file a warranty claim for a product. The automated logic includes:

  1. Ask for the user’s email address

a. Use @get_shopify_account_details tool to check if the user with that email address exists in Shopify.

b. If the email address was not found, ask for a valid email address.

c. If the email address is still not found, route it to an agent for further investigation.

  1. Display Recent Orders:

a. Use @get_shopify_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 was not found, route to an agent for further investigation.

  1. Check Order Status

a. For the selected order, use @shopify_order_details to check the status of the order.

  1. Validate Warranty Eligibility:

a. Check the order date and the product warranty terms (e.g., 1-year warranty).

b. Use @check_warranty_eligibility to determine if the product is still under warranty.

c. If the product is not eligible, use macro “Your product is no longer under warranty. Please let us know if there’s anything else we can assist you with.”

  1. Create a Support Ticket for the Warranty Claim:

a. Ask the customer to describe the issue with the product.

b. Gather order details, warranty eligibility confirmation, and instructions for the customer to send photos and additional documentation to a designated support email.

c. Use macro “We’ve created a support ticket for your warranty claim. Please send photos of the defective product and proof of the issue to [support_email]. Our team will review your claim and get back to you within [X business days].”

[a] If the chatbot supports attachments, request images or documents (e.g., purchase receipt, photos of the product, etc).

For more detailed policies and to explore other AI policies, visit Explore more AI policies.

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