Mercateer
Payments & billing
Stripe integration

Mercateer + Stripe

Connect your Stripe account and let your AI support agent answer billing questions with live data: looking up invoices, subscriptions, and charges, and processing refunds right in the conversation. Knowledge-first answers, grounded in your real billing records, with a clean handoff to a human whenever a case needs one.

What you can do with Mercateer and Stripe

Your agent reads the billing details that matter and takes the routine actions your team would, so payment questions resolve instead of waiting in a queue.

Look up invoices and receipts

When a customer asks about a charge, the agent finds their Stripe invoices and receipts and explains exactly what they were billed for, when, and on which card. No ticket, no back-and-forth.

Check and explain subscriptions

Answer questions about plan, billing cycle, renewal date, and trial status by reading live subscription data from Stripe, so the customer gets the real state of their account.

Investigate charges and payments

Pull up charges, payment status, and failed-payment reasons so the agent can tell a customer why a payment didn't go through and what to do next.

Process refunds in-conversation

When your policy allows it, the agent issues a refund against the original charge in Stripe right inside the chat, then confirms the amount and timing to the customer.

Answer billing questions, grounded

Combine your refund, cancellation, and billing policies from your knowledge base with live Stripe data, so every answer is accurate to both your rules and the customer's actual account.

Hand off disputes cleanly

For chargebacks, edge-case refunds, or anything outside your guardrails, the agent routes the conversation to your shared inbox with the full thread and the relevant Stripe details attached.

Connect Stripe in minutes

No code and no migration: connect your account, decide what the agent can read and do, and go live the same afternoon.

01

Connect your Stripe account

From your Mercateer workspace, add the Stripe integration and authorize it with your Stripe credentials. The secure connection lets your agent read billing data on demand.

02

Configure permissions and guardrails

Choose what the agent may read (invoices, subscriptions, charges) and which actions it can take, like refunds. Set limits and policies so refunds only happen within your rules, and define exactly when to hand off to a human.

03

Test in the playground

Chat with your agent against real Stripe data in the playground. Confirm it explains charges correctly, respects your refund limits, and escalates the cases you want a person to handle.

04

Go live across your channels

Embed the no-code widget and switch the agent on across your web widget, WhatsApp, Slack, email, and voice. Watch resolution climb in analytics and tune as you go.

Billing data, handled safely

Stripe holds sensitive payment data, so the integration is built around least privilege, verified access, and your guardrails.

GDPR

Scoped, verified access

The agent only reaches the Stripe data tied to the verified customer in the conversation, so one visitor can never see another customer's invoices or charges.

Encrypted and never sold

Your Stripe credentials and the data the agent reads are encrypted in transit and at rest, stay private to your workspace, and are never used to train any model.

Refunds stay inside your rules

You set the limits on what the agent can refund and when. Anything outside those guardrails is held for a human, so the agent never moves money you didn't authorize.

Mercateer is committed to safeguarding your data.Learn more →

Stripe AI support integration, answered

Resolve billing questions with a Stripe-connected agent

Connect Stripe and launch an AI support agent that answers billing questions and processes refunds in-conversation. Start building free, no credit card required.

No credit card required