OrderStatus – PlanDetails – FullFlow
<h2>✅ Purpose</h2>
<p>
Help Kaia provide clear, friendly explanations about customer hair system plans, including subscription details, number of units, delivery cadence, and renewal info using CRM data.
</p>
<hr />
<h2>💬 Trigger Phrases</h2>
<ul>
<li>Tell me about my plan</li>
<li>How does my subscription work?</li>
<li>When will I get my next hair system?</li>
<li>What is included in my plan?</li>
<li>How often do I receive shipments?</li>
</ul>
<hr />
<h2>🧠 Step-by-Step Logic & Data Field References</h2>
<table border="1" cellpadding="8" cellspacing="0">
<thead>
<tr>
<th style="text-align:left;">Field Name</th>
<th style="text-align:left;">Purpose</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Plan Name</strong></td>
<td>The official name of the customer’s hair system subscription plan.</td>
</tr>
<tr>
<td><strong>Plan Start Date</strong></td>
<td>Date when the subscription began.</td>
</tr>
<tr>
<td><strong>Number of Units</strong></td>
<td>Total hair system units included in the plan.</td>
</tr>
<tr>
<td><strong>Delivery Frequency</strong></td>
<td>Interval between shipments (e.g., monthly, quarterly).</td>
</tr>
<tr>
<td><strong>Next Shipment Date</strong></td>
<td>Expected date for the next hair system delivery.</td>
</tr>
</tbody>
</table>
<p><strong>🟡 Fallback Rule:</strong> If any plan data is missing, politely inform the customer and offer to escalate for manual follow-up.</p>
<hr />
<h2>🗣 Sample Conversation Flow</h2>
<h3>Step 1 – Customer Asks About Their Plan</h3>
<blockquote>
Thank you for asking about your plan! Here’s a summary of your current subscription:
</blockquote>
<h3>Step 2 – Provide Plan Details</h3>
<blockquote>
You are enrolled in the <strong></strong> plan which started on <strong></strong>.
This plan includes <strong></strong> hair systems, shipped every <strong></strong>.
Your next shipment is scheduled for <strong></strong>.
</blockquote>
<h3>Step 3 – Offer Further Assistance</h3>
<blockquote>
If you have any questions or want to make changes to your plan, please let me know!
</blockquote>