Ingredients
Stay AI, 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 subscription frequency” ticket type explained
In the realm of customer support, the “Update subscription frequency” ticket type refers to requests made by customers who wish to change how often they receive a particular subscription service. This could involve altering the delivery schedule of a product subscription, such as shifting from a monthly to a bi-monthly delivery, or vice versa. Managing these requests efficiently is crucial for maintaining customer satisfaction and ensuring that subscription services align with customer needs and preferences. By automating these processes, businesses can handle such requests swiftly, freeing up customer support teams to focus on more complex issues.
Which Platforms does this AI policy work on?
The AI policy for updating subscription frequency is designed to work seamlessly across various platforms including Stay AI, Salesforce Service Cloud, and Kodif. Kodif integrates with all other major platforms, ensuring a versatile and comprehensive solution for customer support automation.
When should I use this policy?
This policy is beneficial when a customer requests to change the frequency of their subscription deliveries. It automates the process, ensuring accuracy and efficiency in handling such requests.
Policy logic
- Identify Customer Request:
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Use @get_stayai_account_details to verify the customer’s current subscription details.
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Request New Frequency:
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Ask the customer to specify the desired subscription frequency they wish to change to.
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Verify Subscription Eligibility:
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Use @check_subscription_eligibility to ensure the new frequency is supported for the customer’s subscription plan.
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Update Subscription Frequency:
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Use @update_subscription_frequency(current_frequency: str, new_frequency: str) to implement the change in Stay AI.
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Confirm Update:
- Inform the customer that their subscription frequency has been successfully updated in Stay AI.
Example policy
When a customer requests to update their subscription frequency, the policy follows these steps:
- Identify Customer Request:
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Use @get_stayai_account_details to confirm the customer’s current subscription details.
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Request New Frequency:
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Prompt the customer to provide the new frequency they wish to switch to.
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Verify Subscription Eligibility:
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Use @check_subscription_eligibility to ensure the requested frequency is available for their subscription plan.
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Update Subscription Frequency:
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Use @update_subscription_frequency(current_frequency: str, new_frequency: str) to finalize the change within Stay AI.
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Confirm Update:
- Notify the customer that their subscription frequency has been successfully updated in Stay AI.
