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Enable your AI chatbot to answer billing questions, show invoices, and help customers manage their subscriptions through Stripe.

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Why Connect Stripe?

  • Instant Billing Answers: Customers get subscription status, billing dates, and invoice history immediately
  • Self-Service Links: Generate secure Stripe Billing Portal links for payment method updates
  • Visitor Insights: Provide support agents with real-time billing data directly in the conversation view
  • Reduced Support Tickets: Deflect 80%+ of common billing questions automatically
  • Secure by Default: Read-only access, email verification with a 6-digit code (on by default; you can turn it off), and masked card numbers

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Visitor Insights for Support Agents

When your support agents are chatting with customers in the BubblaV dashboard, the Stripe integration provides a dedicated Visitor Insight panel. This gives your team instant access to:
Stripe Visitor Insight
  • Subscription Status: See if the customer is on an active, trialing, or past-due plan.
  • Billing History: View the last 5 invoices, including payment status and PDF download links.
  • Payment Method: See the customer’s current payment method (e.g., Visa ****4242) at a glance.
  • Next Billing Date: Know exactly when the customer’s next payment is scheduled.
This specialized view ensures your support team has all the context they need to provide exceptional, personalized support without switching tabs.

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Prerequisites

Before connecting, you’ll need:
  • A Stripe account with customers and subscriptions
  • Admin access to your Stripe account (to approve the app install)

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Setup Steps

BubblaV on Stripe Marketplace

Install the BubblaV app directly from the Stripe Marketplace
1

Open the listing

Go to the BubblaV listing on the Stripe Marketplace and click Install app
2

Approve permissions

Stripe shows the read access BubblaV requests — approve to continue
3

Pick your website

After redirecting back to BubblaV, choose the site to connect. Signed-out users are asked to log in or create an account first.
You can also start the install from Dashboard → Integrations → Stripe → Connect, or use the direct install link — same flow.

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Configuration Settings

After connecting, configure how the chatbot handles billing operations.

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Billing Portal Return URL

The URL where customers are redirected after visiting the Stripe Billing Portal.
  • Default: Your website’s homepage
  • Recommended: Your account or billing page (e.g., https://yoursite.com/account)
  • Location: Dashboard → Integrations → Stripe → Configure → Settings

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Available Tools

Once connected, these tools become available to your chatbot:

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How It Works

  1. Customer asks a billing question (e.g., “When is my next payment?”)
  2. Customer verifies their email with a 6-digit code sent to the address they give (skipped when email verification is off, or when the visitor has a signed identity with an email)
  3. AI finds the customer in Stripe by the verified email only
  4. Data is retrieved securely from Stripe’s API
  5. Formatted response is provided with relevant links
The chatbot sends a 6-digit code to the email address the customer gives. After the customer enters the code, the chatbot looks up only that verified email. It returns billing information only when the email matches a customer record in your Stripe account. See Email Verification. You can turn this off with the Require email verification switch in the Tools section.

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Security

  • Read-only by default: No changes to subscriptions - all changes go through Stripe’s Billing Portal
  • Email verification: On by default. Customers must verify their email with a 6-digit code before accessing billing data. You can turn it off with the Require email verification switch. A signed identity with an email claim skips the code. See Email Verification
  • Masked card numbers: Only last 4 digits are ever shown (e.g., •••• 4242)
  • Encrypted credentials: OAuth tokens are encrypted at rest
  • No card data stored: Full card data stays with Stripe. We never store full card numbers or sensitive payment data.

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FAQs

Installing from the Stripe Marketplace grants the right permissions automatically — nothing to configure. BubblaV gets read access to Customers, Subscriptions, Invoices, Charges, Payment Methods, and Products, plus Billing Portal links.
When email verification is on (the default), the chatbot emails a 6-digit code to the address the customer gives. The customer enters the code in the chat. Then the chatbot looks up only that verified email in your Stripe customer records. It answers only when the email matches a customer. A signed identity with an email claim skips the code. See Email Verification.
The chatbot generates a secure Stripe Billing Portal link where customers can update payment methods, view invoices, and manage subscriptions. The chatbot cannot directly modify payment methods for security.
Stripe’s customer search API is not available in the India region due to regulatory requirements. Customers on India-based Stripe accounts may need to contact support directly or provide additional verification.
Yes. We use Stripe’s official OAuth flow with encrypted tokens. Your Stripe credentials are never exposed, and card numbers are always masked. Full card data stays with Stripe. BubblaV is GDPR compliant and runs on SOC 2 Type 2 certified infrastructure providers. BubblaV itself does not hold a SOC 2 certification.
Reconnect from Dashboard → Integrations → Stripe → Connect — the marketplace install re-authorizes the connection.

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Troubleshooting

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”Customer not found” Response

  • The customer’s email must match exactly in Stripe
  • Check if the customer exists in your Stripe account
  • For India-region accounts, customer search is not available

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Tools Not Appearing

  • Verify the integration status is “Connected”
  • Check that tools are enabled in Configure → Tools
  • Refresh your integrations page
  • Ensure your Stripe account has the Billing Portal configured
  • Reconnect via Dashboard → Integrations → Stripe → Connect to re-grant Billing Portal access
  • Verify the return URL is a valid, accessible URL

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Marketplace install didn’t complete

  • Restart the install from Dashboard → Integrations → Stripe → Connect. Install links expire after 1 hour.

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Example Conversations

Here are examples of how customers can interact with your chatbot:
Stripe Live Chat
Checking subscription status:
Customer: “When is my next payment due?” Bot: “Your Pro subscription renews on January 15 for $49/month. Would you like to see your recent invoices?”
Viewing invoices:
Customer: “Can I see my last invoice?” Bot: “Here’s your most recent invoice: Invoice #INV-0042 - $49.00 (Paid). [Download PDF] [View Online]”
Self-service:
Customer: “I need to update my credit card” Bot: “You can update your payment method securely through our billing portal: [Manage Billing →]. This link expires in 5 minutes.”