Stripe

Connect your Stripe account to enable your AI agent to process orders and create invoices. Your agent can generate payment links and handle transactions directly through Stripe.

Connection Flow

To enable your AI agent to process orders and collect payments, you must connect your Stripe account via Stripe Connect.

Step 1: Connect Stripe Account

1. Navigate to the Integrations page in your dashboard.
2. Find the Stripe integration and click "Connect Stripe".
3. You will be redirected to Stripe's secure onboarding page.
4. Log in to your Stripe account or create a new one.
5. Once authorized, you will be redirected back to Link AI, and your account will show as "Connected".

Step 2: Set Up Product Catalog

1. Before your agent can process orders, you need a product catalog in your knowledge base.
2. Create a knowledge source and select "Product Catalog" as the content type.
3. Add your products with:
   • Product name
   • Description
   • Price
   • Categories
   • Images (optional)
4. Process and index the catalog so your agent can access it.

Step 3: Enable Orders for Your Agent

1. Go to your agent's configuration.
2. Navigate to the "Actions" tab.
3. Enable the Orders action.
4. Ensure your product catalog knowledge source is assigned to the agent.
5. Save your changes.

Step 4: Verify Integration

1. Your agent will now be able to generate Stripe payment links during conversations when a customer wants to place an order.
2. Test the integration by asking your agent to show products and create an order.

Key Features

• Payment Links: Your agent automatically generates secure Stripe payment links for customers to complete their purchases.
• Invoice Creation: Your agent can create invoices for orders through Stripe.
• Order Synchronization: Once a payment is successful, the order status is automatically updated in your Link AI dashboard.
• Direct Payouts: Payments go directly into your Stripe account, minus any transaction fees.

Best Practices

• Keep Products Updated: Ensure the prices in your product catalog match your Stripe products to avoid customer confusion.
• Test with Stripe Test Mode: Use Stripe's test environment to verify your agent's ordering flow before accepting real payments.
• Detailed Product Descriptions: Provide clear product descriptions in your catalog to help your agent answer customer questions accurately.
• Monitor Orders: Regularly check your Link AI dashboard and Stripe account to ensure orders are processing correctly.

Troubleshooting

• Payment Link Generation Fails: Ensure your Stripe account is fully onboarded and has no pending requirements (e.g., identity verification).
• Order Status Not Updating: Check your Stripe integration status in the dashboard and ensure webhooks are active.
• Integration Disconnected: If your Stripe account is disconnected, simply reconnect it through the Integrations page to restore functionality.
• Currency Mismatch: Ensure your product catalog currency matches your Stripe account's default currency.
• Products Not Found: Verify your product catalog is properly indexed and assigned to your agent's knowledge base.