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.
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.
How to set up Stripe with InsertChat
02
Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
03
Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
Connect 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. See the conversation, the customer, and what needs your attention.
Explore Shared inbox
Knowledge & answers
Bring your website, documents, FAQs, videos, and product information into one knowledge base. Test answers and fill information gaps before connecting it to customers.
Explore Knowledge & answersIt 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.
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.