How does Chatref integrate with subscription box payment systems?

Custom actions let Chatref talk directly to your payment gateway—Stripe, Chargebee, Recurly, or any REST API. When a customer asks “Update my card” or “Pause my subscription,” the AI agent calls an endpoint you configure, performs the action, and replies with a confirmation. No manual copy-pasting, no context switching. Because custom actions run on your infrastructure, sensitive payment data stays in your environment and never touches Chatref’s servers.

AI agents trained on your docs answer common subscription box questions—billing cycles, shipping schedules, renewal dates—immediately. Instead of generic guesses, responses are grounded in your real policies and product catalog. For payment-related tasks like retrieving an invoice or checking a next charge, the agent can pull live data through custom actions. This combination of AI chat payment processing and your own content deflects the bulk of billing inquiries before they reach your team.

When a subscription box subscriber hits a problem too nuanced for an AI agent—a disputed charge, a failed renewal, a complex refund scenario—the shared inbox gives your support team full visibility. An agent can hand off the entire conversation thread, including any actions already attempted, so a human picks up exactly where the chat left off. No repeated explanations, no lost context. The shared inbox keeps payment conversations inside one tool, preserving subscription billing support continuity.

Beyond basic lookups, custom actions enable full ecommerce chat actions: apply a discount code mid-conversation, swap a box variant, or upgrade a plan tier. Each action is defined by you using simple webhook calls, so the AI agent follows your business logic. Because Chatref is pay-as-you-go with no per-feature gates, every account gets custom actions from day one—ideal for niche subscription stores that need flexible automation without extra cost.

How to handle payment questions in chat?
Use Chatref’s AI agents to answer recurring questions directly from your own knowledge base, and set up custom actions to perform secure lookups or modifications (like fetching a payment history) through your payment system’s API. For anything the agent can’t resolve, the shared inbox lets your team take over instantly with full chat context.

Can Chatref process refunds?
Chatref itself does not process refunds—that’s handled by your payment platform. However, through custom actions, an AI agent can initiate a refund request by calling your payment system’s API, and then notify the customer of the status. The shared inbox allows your team to review and finalise the refund manually if your policy requires human approval.

What payment systems does Chatref work with?
Chatref works with any payment system that exposes a REST API. Custom actions let you connect to Stripe, Chargebee, Recurly, Braintree, or a custom-built billing solution. There are no built-in, one-click integrations; you define the webhook endpoints the AI agent calls, so the system fits your exact subscription box payment infrastructure.