Using the Stripe Action Templates

1. Go to Automation AI > Use Cases > Dialogs and click Create a Dialog Task.
2. Under Integration, select Stripe.
3. If no integration is configured, click Explore Integrations to set one up. See Actions Overview.

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Supported Actions

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Create a Customer

1. Install the template from Stripe Action Templates.
2. The Create a Customer dialog task is added with the following components:
   • createCustomer – User intent to create a customer.
   • name, email, phone – Entity nodes for customer details.
   • createCustomerService – Bot action service to create a customer. Click Edit Request: Sample Response:
     {
       "id": "cus_N42Fu5I7t3dDyu",
       "object": "customer",
       "email": "abc@xyz.com",
       "name": "Alan Walker",
       "phone": "7000028162",
       "livemode": false
     }
     
   • createCustomerMessage – Message node to display responses.
3. Click Train, then Talk to Bot to test:

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List All Customers

1. Install the template from Stripe Action Templates.
2. The List All Customers dialog task is added with the following components:
   • listAllCustomers – User intent to view all customers.
   • listAllCustomersService – Bot action service to fetch all customers. Click Edit Request: Click +Add Response for sample responses.
   • listAllCustomersMessage – Message node to display responses.
3. Click Train, then Talk to Bot to test:

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Create an Invoice

1. Install the template from Stripe Action Templates.
2. The Create an Invoice dialog task is added with the following components:
   • createInvoice – User intent to create an invoice.
   • name, email, phone, dueDate, productName, productQuantity, unitAmount – Entity nodes for invoice details.
   • createInvoiceScript – Bot action service to prepare invoice data.
   • createInvoiceService – Bot action service to create an invoice. Click Edit Request: Sample Request:
     customer: cus_N42Fu5I7t3dDyu
     collection_method: send_invoice
     due_date: 1704067199
     
   • createInvoiceItemService – Bot action service to create an invoice item.
   • createInvoiceMessage – Message node to display responses.
3. Click Train, then Talk to Bot to test:

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List All Invoices

1. Install the template from Stripe Action Templates.
2. The List All Invoices dialog task is added with the following components:
   • listAllInvoices – User intent to list all invoices.
   • listAllInvoicesService – Bot action service to fetch all invoices. Click +Add Response:
   • listAllInvoicesMessage – Message node to display responses.
3. Click Train, then Talk to Bot to test and follow prompts to view all invoices.

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Create a Payment Intent

1. Install the template from Stripe Action Templates.
2. The Create a Payment Intent dialog task is added with the following components:
   • createPaymentIntent – User intent to make payments.
   • currency, amount, customer – Entity nodes for payment details.
   • createPaymentIntentService – Bot action service to create a payment intent. Click Edit Request:
   • createPaymentIntentMessage – Message node to display responses.
3. Click Train, then Talk to Bot to test: