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Subscription Updates with AI Tools

Tomek Nowinski
01.05.2025

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Tomek Nowinski
01.05.2025

Ingredients

Stay AI, Kustomer, 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, the “Update Subscription Frequency” ticket type typically refers to requests from customers who wish to change how often they receive their subscribed products or services. This is common in industries like subscription boxes, meal kits, and recurring services where customers might want to adjust their delivery schedules to better suit their needs. Efficiently managing these requests is crucial for maintaining customer satisfaction and retention, as it allows businesses to demonstrate flexibility and responsiveness to customer preferences.

Which Platforms does this AI policy work on?

This AI policy is designed to work seamlessly on Stay AI, Kustomer, and Kodif. Furthermore, Kodif offers integration capabilities with all other major platforms, ensuring that businesses can implement these policies regardless of their existing technology stack.

When should I use this policy?

Utilize this policy when a customer requests to update the frequency of their subscription. This is particularly useful when customers want to change how often they receive their products, such as moving from a weekly to a monthly delivery schedule.

Policy Logic

  1. Ask for the User’s Current Email Address
  2. Use @get_stayai_account_details to verify if the provided email exists in Stay AI.

  3. Determine the Current Subscription Frequency

  4. Retrieve the customer’s current subscription details using @get_stayai_subscription_details.

  5. Ask for the New Subscription Frequency

  6. Request the customer to specify their desired subscription frequency.

  7. Check for Subscription Eligibility

  8. Use @check_subscription_eligibility to ensure the new frequency is available for the customer’s subscription plan.

  9. Update the Subscription Frequency

  10. Use @update_subscription_frequency(current_email: str, new_frequency: str) to adjust the frequency in Stay AI.
  11. Confirm with the customer that their subscription frequency has been successfully updated.

Example Policy

  1. Ask for the User’s Current Email Address
  2. Use @get_kustomer_account_details to verify if the provided email exists in Kustomer.

  3. Determine the Current Subscription Frequency

  4. Retrieve the customer’s current subscription details using @get_kustomer_subscription_details.

  5. Ask for the New Subscription Frequency

  6. Request the customer to specify their desired subscription frequency.

  7. Check for Subscription Eligibility

  8. Use @check_subscription_eligibility to ensure the new frequency is available for the customer’s subscription plan.

  9. Update the Subscription Frequency

  10. Use @update_subscription_frequency(current_email: str, new_frequency: str) to adjust the frequency in Kustomer.
  11. Confirm with the customer that their subscription frequency has been successfully updated.

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