When to use the Stripe voice AI integration
Use Stripe when:- Customers call about invoices, subscriptions, failed payments, or receipts.
- The agent should read only the billing fields needed to answer the question.
- A failed-payment call should create a traceable recovery step.
- Cancellations, refunds, credits, and plan changes require clear approval rules.
Before you begin
Prepare the following:- A published DialNexa agent that has already passed a basic test call.
- Access to the DialNexa workspace Integrations page.
- A Stripe account with permission to read or update the required records.
- One test record that does not affect a live customer.
- A list of actions that can run automatically and actions that require human review.
Choose how to connect Stripe
Build the Stripe voice AI workflow
- Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
- Choose the connection method from the table above.
- Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
- Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
- Store the destination record URL or ID with the call result so your team can trace the handoff.
- Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.
Data to map between DialNexa and Stripe
- Internal account ID plus Stripe customer, subscription, invoice, payment, and payment-link IDs
- Product or plan, amount due, currency, billing period, and safe status fields
- Call ID, identity-check result, requested change, disposition, and owner
- Link expiry and approved delivery channel for payment requests
High-value Stripe voice AI workflows
Verify the Stripe integration
Run a test call and confirm that:- The Stripe customer and billing record match the verified application account.
- The agent reads only the invoice, subscription, or payment fields required for the question.
- Payment details are entered only on Stripe-hosted or otherwise approved secure pages.
- The DialNexa call ID prevents duplicate links, notes, or billing requests.
- Refunds, disputes, credits, cancellations, and failed writes reach a billing owner.