Ingredients

The systems used by this policy include Smartrr, Zendesk, 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.

“Restart subscription” ticket type explained

Restarting a subscription is a common request in customer support, particularly for businesses offering subscription-based services or products. It involves reactivating a customer’s subscription that was previously paused or canceled. This type of ticket often requires careful handling to ensure customer satisfaction and retention. By understanding the customer’s reasons for cancellation and offering personalized solutions, businesses can effectively manage these requests. Automated workflows and AI policies can streamline this process, making it easier to address customer concerns promptly and efficiently.

Which Platforms does this AI policy work on?

The AI policy for restarting subscriptions works on Smartrr, Zendesk, and Kodif. Kodif integrates seamlessly with all major platforms, ensuring a smooth and efficient customer support process.

When should I use this policy?

Use this policy when customers express the desire to restart or cancel subscriptions, and the process involves a retention step. This policy is particularly effective in retaining customers by offering appealing alternatives to cancellation.

Policy logic

When a customer wants to proceed with the cancellation in the #Single_order_cancellation_policy, the following steps are taken:

1. Provide Cancellation Alternatives:

2. Once the order is selected, offer retention options to prevent cancellation:

   • Discount Offer: Use @set_discount_to_order to offer a discount (e.g., 10% or 15%) on the current order if the user chooses to retain it.
   • Shipping Upgrade: Offer an expedited shipping upgrade free of charge to incentivize the user to keep their order.
   • Product Swap: Offer the option to swap the item for another product of the same or higher value at no extra cost.
   • Future Discount: Offer a discount for a future purchase, e.g., a 20% coupon for their next order, if they keep the current order.

3. Confirm Retention Decision:

4. Ask the user if they are interested in one of the retention options.
5. If the user accepts:
   • Apply the agreed-upon retention offer using the relevant tools (@set_discount_to_order, @upgrade_shipping, or other applicable retention tools).
   • Inform the user that the order has been updated, and provide them with the relevant details (e.g., new discount, shipping upgrade, etc.).
   • Use @send_async_message(message: str) to notify the user that their order has been successfully updated with the retention offer.
   • Smartrr will also send a confirmation email detailing the order update.

6. If the user declines:

   • Proceed with the order cancellation as described in the #Single_order_cancellation_policy.

7. Post-Retention Follow-up:

8. If the user accepts the retention offer, thank them for choosing to keep their order and reiterate any benefits or bonuses (e.g., a future discount).

9. Ensure the user receives a follow-up message confirming that their retention offer has been applied.

10. Escalation:

11. If the user has any additional concerns or issues regarding the retention offer, route the case to an agent for further assistance.
12. In cases where the user insists on canceling despite the retention offers, proceed with cancellation as outlined in the cancellation policy.

Example policy

In the library, the example policy for a restart subscription follows these steps:

1. Customer wants to proceed with the cancellation in the #Single_order_cancellation_policy:

2. Provide Cancellation Alternatives:

   • Discount Offer: Use @set_discount_to_order to offer a discount (e.g., 10% or 15%) on the current order if the user chooses to retain it.
   • Shipping Upgrade: Offer an expedited shipping upgrade free of charge to incentivize the user to keep their order.
   • Product Swap: Offer the option to swap the item for another product of the same or higher value at no extra cost.
   • Future Discount: Offer a discount for a future purchase, e.g., a 20% coupon for their next order, if they keep the current order.

3. Confirm Retention Decision:

4. Ask the user if they are interested in one of the retention options.
5. If the user accepts:
   • Apply the agreed-upon retention offer using the relevant tools (@set_discount_to_order, @upgrade_shipping, or other applicable retention tools).
   • Inform the user that the order has been updated, and provide them with the relevant details (e.g., new discount, shipping upgrade, etc.).
   • Use @send_async_message(message: str) to notify the user that their order has been successfully updated with the retention offer.
   • Smartrr will also send a confirmation email detailing the order update.

6. If the user declines:

   • Proceed with the order cancellation as described in the #Single_order_cancellation_policy.

7. Post-Retention Follow-up:

8. If the user accepts the retention offer, thank them for choosing to keep their order and reiterate any benefits or bonuses (e.g., a future discount).

9. Ensure the user receives a follow-up message confirming that their retention offer has been applied.

10. Escalation:

11. If the user has any additional concerns or issues regarding the retention offer, route the case to an agent for further assistance.
12. In cases where the user insists on canceling despite the retention offers, proceed with cancellation as outlined in the cancellation policy.

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