Ingredients

Smartrr, 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 customer support, an “Update subscription frequency” ticket refers to requests from customers who wish to change how often they receive a product or service. This is a common inquiry in subscription-based businesses, especially in industries like e-commerce, media, or software. Customers may want to adjust their delivery schedules due to changing needs or preferences, such as increasing the frequency for a product they love or decreasing it to manage consumption better. Efficient handling of these requests is crucial for maintaining customer satisfaction and reducing churn, as it provides customers with flexibility and control over their subscriptions.

Which Platforms does this AI policy work on?

This AI policy is compatible with Smartrr, Salesforce Service Cloud, and Kodif. Additionally, Kodif integrates seamlessly with all other major platforms, ensuring a broad and adaptable application across various customer support environments.

When should I use this policy?

Use this policy when a customer requests to update the frequency of their subscription. This automation is particularly useful for streamlining the process and ensuring customer requests are handled promptly and accurately.

Policy logic

1. Ask for the user’s current subscription details

2. Use @get_smartrr_subscription_details to verify the existing subscription frequency in Smartrr.

3. Propose New Subscription Frequency

4. Ask the customer to specify the new frequency they desire for their subscription.

5. Validate the Request

6. Use @validate_subscription_change in kodif to ensure the requested frequency is available and applicable to the customer’s subscription.

7. Update the Subscription Frequency in Smartrr

8. Use @update_smartrr_subscription(current_subscription: str, new_frequency: str) to make the necessary changes.
9. Inform the customer that their subscription frequency has been successfully updated.

Example policy

Use this policy when a customer requests to update the frequency of their subscription.

1. Ask for the user’s current subscription details

2. Use @get_smartrr_subscription_details to verify the existing subscription frequency in Smartrr.

3. Propose New Subscription Frequency

4. Ask the customer to specify the new frequency they desire for their subscription.

5. Validate the Request

6. Use @validate_subscription_change in kodif to ensure the requested frequency is available and applicable to the customer’s subscription.

7. Update the Subscription Frequency in Smartrr

8. Use @update_smartrr_subscription(current_subscription: str, new_frequency: str) to make the necessary changes.
9. Inform the customer that their subscription frequency has been successfully updated.

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