Stripe
Find a customer, check their plan and renewal date, and cancel a subscription at period end when they confirm.
With Stripe connected the agent answers billing questions from your live data: which plan a customer is on, when it renews, and, only when they explicitly ask and confirm, cancelling at the end of the paid period.
What the agent can do
| Action | What it does | Input collected |
|---|---|---|
| Find Stripe customer | Finds the customer record by the email they used to pay. | |
| Check subscription status | Reports the plan name, amount, interval, status, renewal date and whether it is set to cancel. Runs after the customer lookup. | Customer ID (from the lookup) |
| Cancel subscription at period end | Sets the subscription to end when the current paid period ends. The agent uses it only when the customer explicitly asks and confirms. | Subscription ID (from the status check) |
The agent chains these itself: email → customer → subscription → answer.
Connect Stripe
Create a restricted key
In Stripe go to Developers → API keys → Create restricted key. Give it read access to Customers and Subscriptions, and write access to Subscriptions only if you want the cancel action. A secret key also works, but a restricted key is safer.
Paste it into PepoChat
Open App Integrations → Stripe, paste the key, tick the actions you want, and click Add actions.
Test, then enable
Test Find Stripe customer with a test customer's email. Enable the actions you want the agent to use. You can leave the cancel action disabled and keep the read-only ones.
Example
Visitor: When does my plan renew?
Agent: Which email did you use for billing?
Visitor: sam@example.com
Agent: You're on the Team plan at $79 a month, renewing on 12 October. Would you like to change anything?
Good to know
- Cancelling never happens on the visitor's first mention. The action's instructions require an explicit request and a confirmation, and the subscription stays active until the period ends. If you do not want the agent to cancel anything, leave that action disabled.
- Test on the cancel action performs a real cancellation; use a test-mode key or a test customer.
- Only the most recent subscription is read when a customer has several.
- Looking up a customer by email is not gated by email verification. Anyone who types an email can hear the plan and renewal date for it, so keep the readable fields minimal or require verification in the action's "when to use" text.
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