Step 1: Go to the Integrations Page
- Once logged in, navigate to the Actions section.
- In the left-hand panel, click Integrations to view the available third-party apps.
Step 2: Locate Stripe
- Click Stripe.
- Click the Connect button to begin the setup process.
Step 3: Open the Stripe Installation Window
- After clicking Connect, a new window from Stripe will appear.
- This is the Stripe Apps installation screen where you can add the app to your account.
Step 4: Install the App
- Click Continue.
- This allows the app to be added to your Stripe account.
Step 5: Select Your Stripe Account
- Choose the Stripe account you want to connect from the list displayed.
- Confirm your selection to complete the installation.
Step 6: Confirm the Connection
- Once installed, you’ll be automatically redirected back to the integrations page.
- The Stripe app should now appear as connected.
Using Stripe with AI Actions
Once connected, you can enhance your chatbot by enabling AI-powered Stripe Actions. These actions allow your bot to interact directly with your Stripe account and provide real-time billing support to your customers. Here are the 3 available Stripe AI Actions: 1. Get Invoices- Retrieve and display invoices from your Stripe account.
- Can be filtered by status: draft, open, paid, etc.
- Example: A user asks: “Can you show me my last paid invoice?” → Your bot fetches and displays it.
- Retrieve and display customer subscriptions.
- Useful for showing active, canceled, or past subscriptions.
- Example: A customer asks “What subscriptions do I currently have with you?” → Your bot lists all active subscriptions.
- Update customer billing details (address, postal code, etc.) directly in Stripe.
- Example: A customer says “I moved to a new address, please update my billing details.” → Your bot updates their Stripe profile.