Ingredients
Smartrr, Gorgias, 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 customer support, the “Update subscription frequency” ticket type refers to requests from customers who wish to change how often they receive their subscription-based products or services. This could involve modifying the delivery interval from weekly to monthly, for instance, or adjusting the frequency to better suit the customer’s needs. Efficiently handling these requests is crucial for businesses aiming to maintain customer satisfaction and reduce churn. By automating this process, companies can ensure prompt and accurate updates, thereby enhancing the overall customer experience.
Which Platforms does this AI policy work on?
This AI policy is designed to work seamlessly on Smartrr, Gorgias, and Kodif. Additionally, Kodif offers integration capabilities with all other major platforms, enabling businesses to streamline their customer support processes across various systems.
When should I use this policy?
Use this policy when a customer requests to update the subscription frequency associated with their account. This policy is particularly useful for businesses looking to automate and streamline the process of adjusting subscription intervals, ensuring a smooth customer experience.
Policy logic
- Ask for the user’s current email address.
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Use @get_smartrr_account_details to check if the provided email exists in Smartrr.
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Ask for the new subscription frequency.
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Request the customer to specify the new frequency they want for their subscription.
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Check for any potential conflicts.
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Use @check_subscription_conflicts to verify if the new frequency is compatible with the available options.
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Update the subscription frequency in Smartrr.
- Use @update_subscription_frequency(current_email: str, new_frequency: str) to update the subscription details in Smartrr.
- Inform the customer that their subscription frequency has been successfully updated.
Example policy
- Ask for the user’s current email address.
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Use @get_smartrr_account_details to check if the provided email exists in Smartrr.
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Ask for the New Email Address.
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Ask the customer to provide the new email address they want to use.
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Check for Duplicate Accounts.
- Use @check_email_exists to verify if the new email address is already associated with another account.
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If it is, use macro “The email address you provided is already linked to another account. Please provide a different email address or contact support for further assistance.”
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Update the Email Address in Smartrr.
- Use @update_customer_email(current_email: str, new_email: str) to update the customer’s email in Smartrr.
- Inform the customer that their email has been successfully updated.
