Stripe
Connect Stripe to Halo AI and give your AI agent full billing intelligence. Subscription status, payment history, invoice details, and plan information are all available in every support conversation — so the AI can resolve billing issues autonomously.
Capabilities
What the Stripe integration enables
Connect Stripe to Halo AI and unlock powerful automation that makes your support smarter.
Subscription Status at a Glance
The AI instantly knows each customer's plan, billing cycle, trial status, and renewal date. No more asking 'what plan are you on?' — the AI already knows.
Invoice & Payment History
Access complete billing history including invoices, payments, refunds, and failed charges. The AI can explain charges and send invoice links directly.
Usage-Based Billing Insights
For usage-based plans, the AI tracks current usage, projected costs, and alerts customers approaching limits before they get unexpected bills.
Payment Failure Recovery
When a payment fails, the AI proactively reaches out with the reason, helps update billing info, and retries the charge — recovering revenue automatically.
Plan Change Assistance
The AI can explain plan differences, calculate prorated costs, and guide customers through upgrades or downgrades with full billing context.
Revenue Impact Tracking
Track how support interactions impact revenue — identify at-risk subscriptions, successful saves, and upsell conversions driven by AI support.
How It Works
Connect Stripe in minutes
Get started quickly with a straightforward setup process. Your AI agent starts learning from Stripe data immediately.
Connect your Stripe account
Link your Stripe account to Halo AI with read-only API access. We pull subscription data, invoices, and payment events — never payment credentials.
Map customer identifiers
Configure how Halo AI matches support contacts to Stripe customers — by email, Stripe customer ID, or metadata fields.
Set billing permissions
Define what billing actions the AI can take autonomously — sending invoices, explaining charges, sharing billing portal links, or escalating to your billing team.
AI resolves billing tickets
Your AI agent now handles billing inquiries with complete context. Subscription questions, invoice requests, and payment issues are resolved instantly.
Use Cases
Real scenarios, real impact
See how teams use the Stripe integration to deliver faster, smarter customer support.
Instant billing FAQ resolution
A customer asks 'why was I charged $49?' The AI looks up their Stripe record, finds the invoice, explains the charge, and sends the invoice link — all in seconds.
Failed payment recovery
When a subscription payment fails, the AI reaches out proactively, explains the issue, and provides a secure link to update billing info — recovering revenue without human intervention.
Upgrade and downgrade guidance
A customer wants to switch plans. The AI calculates the prorated difference, explains what they'll gain or lose, and guides them through the change.
Trial expiration management
As trials approach expiration, the AI proactively engages users with usage summaries, feature highlights, and personalized upgrade recommendations based on their activity.
Everything Included
Full Stripe
integration capabilities
Every feature is designed to make your AI agent smarter and your support team more efficient.
- Real-time subscription status
- Full payment and invoice history
- Usage tracking and limit alerts
- Failed payment detection
- Plan comparison and guidance
- Billing portal link generation
- Revenue impact analytics
- Prorated cost calculations
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Ready to connect Stripe?
Request a demo to see how Halo AI's Stripe integration transforms your customer support workflow.