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Subscription Updates: Stay AI & Zendesk

Tomek Nowinski
01.05.2025

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Tomek Nowinski
01.05.2025

Ingredients

Stay AI, Zendesk, 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.

“Update Subscription Frequency” Ticket Type Explained

In customer support, “Update Subscription Frequency” refers to requests from customers wanting to adjust how often they receive products or services they’re subscribed to. This is a common need in subscription-based business models, where flexibility and customization are key to maintaining customer satisfaction and retention. By allowing customers to modify their subscription frequency, businesses can better cater to individual preferences and usage patterns, thus enhancing the overall customer experience.

Which Platforms Does This AI Policy Work On?

This AI policy is designed to work on Stay AI, Zendesk, and Kodif. Notably, Kodif integrates seamlessly with all other major platforms, providing a cohesive and flexible solution for managing customer support needs across a variety of systems.

When Should I Use This Policy?

Use this policy when a customer requests to update the subscription frequency associated with their account. This ensures that customer preferences are accurately reflected and maintained, improving user satisfaction and loyalty.

Policy Logic

To execute this policy, follow these steps:

  1. Ask for the user’s current subscription details.
  2. Use @get_stayai_subscriptiondetails to check if the provided subscription exists in Stay AI.

  3. Ask for the New Subscription Frequency.

  4. Prompt the customer to specify the new frequency they wish to set.

  5. Check for Conflicts with Existing Subscriptions.

  6. Use @check_subscription_conflicts to ensure the new frequency does not clash with existing settings.

  7. Update the Subscription Frequency in Stay AI.

  8. Use @update_subscription_frequency to apply the changes to the customer’s subscription in Stay AI.
  9. Inform the customer that their subscription frequency has been successfully updated.

Example Policy

Utilize the following example policy logic to guide the process of updating subscription frequency:

  1. Ask for the user’s current subscription details.
  2. Use @get_stayai_subscriptiondetails to verify the existing subscription in Stay AI.

  3. Ask for the New Subscription Frequency.

  4. Request the customer to provide their new desired frequency.

  5. Check for Conflicts with Existing Subscriptions.

  6. Verify using @check_subscription_conflicts to ensure no overlap or issues with the new frequency choice.

  7. Update the Subscription Frequency in Stay AI.

  8. Execute @update_subscription_frequency(current_subscription: str, new_frequency: str) to update the frequency.
  9. Confirm with the customer that the update was successful and complete.

By following this structured approach, businesses can efficiently handle customer requests related to subscription adjustments, enhancing both service delivery and customer satisfaction.

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