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Stripe integration enables your agent to check payment status, process refunds, and create coupons.
This is a managed integration. Prepare the credentials below, then contact your PolyAI account manager to complete setup.
Direct card payment collection over voice requires PCI DSS compliance measures. For secure payment capture, consider using PCI Pal in combination with Stripe as your payment gateway.

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Capabilities

  • Payment status lookup: Check the status of existing payments or charges
  • Coupon creation: Generate promotional discounts for customers
  • Refund processing: Initiate refunds for eligible transactions
  • Subscription management: Query subscription status and details

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Getting started

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Prerequisites

  • A Stripe account (Test or Live mode)
  • Stripe API keys
  • PolyAI project access

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Step 1: Obtain API credentials

  1. Log in to your Stripe Dashboard
  2. Navigate to Developers → API keys
  3. Copy your:
    • Publishable key: For client-side operations (if needed)
    • Secret key: For server-side API calls
  4. For webhooks (if required), create a webhook endpoint and note the Webhook secret
Never share your secret key publicly. Use test mode keys for development and testing.

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Step 2: Configure webhook (optional)

If your integration requires real-time payment notifications:
  1. Go to Developers → Webhooks
  2. Click Add endpoint
  3. Enter the webhook URL provided by PolyAI
  4. Select the events you want to receive (e.g., payment_intent.succeeded, charge.refunded)

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Step 3: Provide credentials to PolyAI

Securely share with your PolyAI representative:
  • API secret key
  • Webhook secret (if using webhooks)
  • Any specific configuration requirements

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Use cases

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Payment confirmation

Caller: “Did my payment go through?” Agent: Looks up recent charges by customer email/phone and confirms payment status.

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Refund requests

Caller: “I’d like a refund for my order.” Agent: Verifies the transaction and initiates the refund through Stripe.

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Promotional discounts

Caller: “I was promised a discount.” Agent: Creates a one-time coupon in Stripe and provides the code to the caller.

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Limitations

  • Card collection: Direct card number collection requires PCI compliance; use PCI Pal for secure capture
  • Dispute handling: Complex dispute resolution requires human intervention
  • Account changes: Sensitive account modifications should be verified through additional authentication

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Security

  • API keys are stored as encrypted secrets
  • All API calls use HTTPS
  • Webhook signatures are verified to prevent spoofing

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Support

For integration assistance, contact your PolyAI account manager. For Stripe-specific questions, consult the Stripe Documentation.
Last modified on March 28, 2026