stripeHeader.png

Source: https://stripe.com/

With Cognigy.AI and the Stripe Extension, a virtual agent can provide different customer, invoice, product, and payment actions within a chat or voice conversation. This tutorial will explain how to install and use this payment integration in a Cognigy.AI Virtual Agent.

Table of Contents

  1. Install the Stripe Extension
  2. Create a Stripe Connection
  3. Payments within the Webchat
  4. Check whether the customer is known
  5. Exposed Flow Nodes

Install the Stripe Extension

The first step is to install the required integration. In this case, a so-called Extension is uploaded to Cognigy.AI. Thus, open the Extensions Library in another tab and download the Stripe Extension by clicking on the Download button. Now follow this installation guide and upload the Extension to Cognigy, where it will be displayed as the following:

stripe-extension-uploaded.png

Congrats! The installation of the Extension is finished!

Create a Stripe Connection

In this step, a so-called Connection will be created. If one, in Cognigy.AI, clicks on the previously uploaded Extension, the following details can be observed:

stripe-extension-details-view.png

The red-marked part in the above figure shows, that there is a Connection required. Therefore, it needs to be created and filled with the Stripe instance information. In order to do so, one initial Stripe Flow Node needs to be added to a Flow:

  1. Create a new Flow in Cognigy.AI
  2. Inside of the Flow Chart, click on + and navigate to the Stripe Extension:

    stripe-extension-flow-nodes-menu.png

  3. For example, add the Get Customer Flow Node by clicking on it:

    stripe-get-customer-flow-node.png

  4. In order to edit the Flow Node and create the Connection, please click on it. An Edit Node menu will be opened on the right side of the screen:

    stripe-get-customer-node-edit-menu.png

  5. Right next to the Connection field (the first one at the top), one needs to click on the + button. The Connection menu will be opened at the center of the screen:

    stripe-connection.png
  6. Insert the related Salesforce instance credentials/information of the organization to the fields.
    1. secretKey
      1. Please navigate to https://dashboard.stripe.com/apikeys and copy the Secret Key:

        stripe-com-api-keys.png
  7. Click on the Create button

Payments within the Webchat

In order to benefit from traditional chat applications, one could use the Cognigy Webchat for payment actions. Therefore, a so-called Webchat Plugin can be installed and executed during the conversation. In summary, the user can directly provide the required payment information in one input form without answering several questions in a row:

stripe-webchat-plugin-examples-iban-credit-card.png

Please find more information about Webchat Plugins in this documentation. Furthermore, in this document one can find the necessary instructions for the above displayed Stripe Webchat messages.

Check whether the customer is known

The already added Flow Node Get Customer can be used at the beginning of the conversation in order to check whether the current user is a customer in Stripe or not. Such as shown in the Flow Node figure above, the result is transferred using both Child Nodes On Found and On Not Found. Based on this result, the person can be greeted with the stored name:

stripe-get-customer-example-chat.PNG

The Stripe Customer ID and Stripe Customer Name are available as Tokens within a Say Node:

stripe-get-customer-token-say-edit-menu.PNG

The Stripe Customer ID can be used in most of the other Stripe Extension Flow Nodes in order to, for example, get payment methods, get invoices, create a promotion code, get charges, and more.

Exposed Flow Nodes

 


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