Ingredients
Prive, Gladly, 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
Updating subscription frequency is a common request in customer support, especially for businesses that offer subscription-based services. Customers may want to adjust how often they receive a product or service, either to better fit their usage patterns or manage costs. Handling these requests efficiently is crucial for maintaining customer satisfaction and loyalty. Automating the process of updating subscription frequencies can significantly reduce the burden on customer support teams and provide a seamless experience for the customer, allowing for quick adjustments and confirmations.
Which Platforms does this AI policy work on?
This AI policy is designed to work seamlessly across Prive, Gladly, and Kodif. Kodif integrates with all other major platforms, allowing businesses to harness the power of automation in managing subscription updates efficiently.
When should I use this policy?
Use this policy when a customer requests to update the subscription frequency associated with their account.
Policy Logic
Type @ to view available tools, use # to reference policies, and add contextual data with $. You can also edit the context in the test screen.
- Ask for the user’s current subscription details.
a. Use @get_prive_subscription_details to verify the current subscription exists in Prive.
- Ask for the New Subscription Frequency
a. Ask the customer to provide the new frequency they wish to set for their subscription.
- Check for Valid Frequency Options
a. Use @check_frequency_options to verify if the requested frequency is available.
b. If it is not, use macro “The frequency you selected is not available. Please choose a different option or contact support for further assistance.”
- Update the Subscription Frequency in Prive
a. Use @update_subscription_frequency(current_subscription: str, new_frequency: str) to update the frequency in Prive.
b. Inform the customer that their subscription frequency has been successfully updated.
Example Policy
Use this policy when a customer requests to update the subscription frequency associated with their account.
Policy Logic
Type @ to view available tools, use # to reference policies, and add contextual data with $. You can also edit the context in the test screen.
- Ask for the user’s current subscription details.
a. Use @get_prive_subscription_details to verify the current subscription exists in Prive.
- Ask for the New Subscription Frequency
a. Ask the customer to provide the new frequency they wish to set for their subscription.
- Check for Valid Frequency Options
a. Use @check_frequency_options to verify if the requested frequency is available.
b. If it is not, use macro “The frequency you selected is not available. Please choose a different option or contact support for further assistance.”
- Update the Subscription Frequency in Prive
a. Use @update_subscription_frequency(current_subscription: str, new_frequency: str) to update the frequency in Prive.
b. Inform the customer that their subscription frequency has been successfully updated.
