Stripe Integration

Process payments, send payment links, and manage subscription inquiries directly in chat.

What It Does

BotDesk connects to your Stripe account to handle billing-related conversations. Customers can ask about invoices, upgrade their plan, or pay for products—all without leaving the chat.

Key Capabilities

• Send Payment Links: AI generates secure Stripe Checkout links for any amount
• Subscription Status: "Is my plan active?" "When do I renew?"
• Invoice Retrieval: "Send me the invoice for May" → Email sent instantly
• Upgrade Prompts: Suggest plan upgrades during relevant conversations
• Failed Payment Handling: Remind users to update payment methods

Setup Steps

Step 1: Connect Stripe

1. Go to Actions → Stripe in BotDesk
2. Click "Connect with Stripe"
3. Log in to your Stripe account and authorize BotDesk

Step 2: Configure Permissions

Choose which actions the AI can perform:

• ✅ Check subscription status
• ✅ Generate payment links
• ✅ Look up invoices
• ⚠️ Cancel subscriptions (optional—some prefer human-only)

Step 3: Test

1. In the Playground, ask: "What's my subscription status?"
2. The AI should respond with account details (using test data)

Security

• BotDesk never handles raw credit card numbers
• All payments go through Stripe's hosted pages
• Payment links expire after use
• OAuth token can be revoked anytime from Stripe Dashboard

Example Conversation

Customer: "Can you send me my last invoice?"
AI: "Sure! I found your invoice from October for $99. I'm sending it to your email now. Is there anything else I can help with?"

Notes

• Works with both Stripe Standard and Stripe Connect accounts
• Supports all currencies configured in your Stripe account