AI Agent for Stripe Billing Questions
Connect Stripe with a restricted key and a Wiredesk agent answers "what plan am I on?", "send me my last invoice", "cancel my subscription" and "my card expired" on a call, in chat, by email or on WhatsApp, about the customer's own account only. It finds them by email address, and that address has to be proved first: by a signed-in visitor's signed email, by the email thread they wrote from, or by a six-digit code it emails them.
What it does
Plan: the subscription, its status and price, and when it renews, ends or leaves its trial.
Invoices: the last five, with amount, date and whether each is paid, and their links in writing.
Cancelling: at the end of the paid period only, after a clear yes. Nothing is refunded and nothing stops today.
Card on file: a short-lived link into your Stripe customer portal to update the payment method; on a call it is emailed to them.
How to connect Stripe
- In Stripe, go to Developers → API keys → Create restricted key, with Customers, Products and Invoices read, and Subscriptions and Customer portal write. Nothing else.
- For the card link, turn on payment method updates in Settings → Billing → Customer portal.
- In Wiredesk, open the agent's Actions › Connections, click Connect on Stripe and paste the key. A secret key is refused.
- Add the Stripe billing action and tick what the agent may do.
What happens on each channel
The same agent answers every channel from the same knowledge.
Phone
Callers prove their email with a code the agent emails them, and read it back. Invoice amounts and dates are read out; the card link is emailed.
Website chat and WhatsApp
A verified visitor whose email your server signed is proved already; anyone else gets a code. Invoice links are shared in the chat.
The address they wrote from is proved for reading. Cancelling by email still needs a fresh code.
What it doesn't do
- It only ever answers about the account matching the proved email address.
- It doesn't refund, change plans, or cancel immediately.
- Asking for a code doesn't reveal whether an address is a customer: the agent says a code is on its way either way.
Set it up
Questions about Wiredesk and Stripe
Wiredesk answers only about the customer's own account, found by an email address they've proved, and uses a restricted key you scope. Cancelling waits for a clear yes, and only ends the subscription at the end of the paid period.