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Use the Stripe integration to let your agent check payment status, process refunds, create coupons, and manage subscriptions during conversations.
This is a managed integration. Prepare the credentials below, then contact your PolyAI account manager to complete setup.
Direct card collection over voice requires PCI DSS compliance. Pair Stripe with PCI Pal to capture card details securely, then process the payment through Stripe as your gateway.

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Capabilities

Payment status

Look up the status of existing payments or charges.

Refunds

Initiate refunds for eligible transactions.

Coupons

Generate promotional discounts on demand.

Subscriptions

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 with the permissions your integration needs
  • PolyAI project access

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Set up

1

Obtain API credentials

  1. Log in to your Stripe Dashboard.
  2. Go to Developers → API keys.
  3. Copy the values you need:
CredentialUsed for
Publishable keyClient-side operations (only if needed)
Secret keyServer-side API calls — required
Webhook secretOnly if you set up a webhook endpoint (step 2)
Use test-mode keys during development, and never expose secret keys publicly.
2

Configure a webhook (optional)

If your integration needs 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 to receive, for example payment_intent.succeeded and charge.refunded.
3

Share credentials with PolyAI

Securely share with your PolyAI representative:
  • API secret key
  • Webhook secret (if using webhooks)
  • Any specific configuration requirements
PolyAI stores these as encrypted secrets and completes the integration.

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Use cases

Caller: “Did my payment go through?”Agent: Looks up recent charges by customer email or phone and confirms the payment status.
Caller: “I’d like a refund for my order.”Agent: Verifies the transaction and initiates the refund through Stripe.
Caller: “I was promised a discount.”Agent: Creates a one-time coupon in Stripe and reads the code back to the caller.

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Limitations

  • Card collection — Direct card number capture requires PCI compliance; use PCI Pal for secure entry.
  • Dispute handling — Complex dispute resolution needs human intervention.
  • Sensitive account changes — Verify with additional authentication before modifying account details.

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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, see the Stripe documentation.

PCI Pal

Secure payment processing for card collection.

Managed services

Other managed integrations requiring account manager setup.
Last modified on July 6, 2026