Explore the demo01
Connect your account
Find Stripe in the InsertChat app catalog and authorize the account you want to use.
Payments
Connect Stripe to your AI front desk.
Connect Stripe through the app catalog and select the actions appropriate for your workflow. Review permissions and approval settings before enabling actions.
InsertChat connects to Stripe so your AI front desk can create payment links and checkout sessions, create and look up customers, and look up invoices, subscriptions, payment intents, products, and prices during a conversation. Refunds and direct card charges aren’t supported actions, so those stay with your team.
Keep payment-related actions under your control
Choose the supported Stripe actions relevant to your customer workflow and review the access they require. Configure approval where your team needs to make the decision, then test the specific payment-related task. The action list in your workspace shows which operations your account can make available to the assistant.
What your assistant can do in Stripe
- Create payment links and checkout sessions
- Create and look up customers
- Look up invoices, subscriptions, payment intents, products, and prices
Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.
How to set up Stripe with InsertChat
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Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
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Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
How businesses use Stripe with InsertChat
Illustrative examples. Answers depend on the knowledge you add; actions depend on the connections and permissions you turn on.
Answer invoice status questions
A client asks whether their last invoice went through. The assistant looks up the invoice in Stripe and replies with its status; disputes go to your team.
Accounting use cases
Explain membership charges
A member asks about a charge on their card. The assistant looks up their subscription and latest invoice and explains it, and sends cancellation requests to your staff.
Gyms & fitness use cases
Send a deposit link after booking
Once a customer confirms a rental date in chat, the assistant creates a Stripe payment link for the deposit so they can pay right away.
Party & event rentals use casesConnect the rest of your front desk
Actions & approvals
Give your front desk the tools to act on a conversation. Choose what it can do automatically and what your team needs to review.
Explore Actions & approvals
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inbox
Knowledge & answers
Bring your website, documents, FAQs, and product details into one knowledge base. Your assistant answers every channel from it and shows you which questions need a better answer.
Explore Knowledge & answersRelated guides and comparisons
More integrations
All integrations ↗
It makes the supported Stripe actions shown in your workspace available to your assistant. Authorize the relevant account, inspect the action list, and choose the permissions needed for the specific payment-related workflow you want to support.
Configure approval for supported actions that your team needs to review. Test the intended workflow and check the proposed action details before enabling it. Connecting an account is only the first step; your selected actions and permissions determine what the assistant can do.
No. Refunds aren’t one of the supported Stripe actions. The assistant can look up the payment and invoice, then hand the refund request to your team with the details in the shared inbox.
InsertChat’s Stripe actions work inside an AI front desk that also answers phone calls, SMS, email, WhatsApp, and website chat in one inbox. The InsertChat vs Intercom Fin comparison covers pricing and channels with dated sources.
Facts last reviewed .
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.