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Stripe Integration

Connect Stripe to enable payment-related support features.

Overview​

The Stripe integration enables:

  • View payment and refund status
  • Process refunds from conversations
  • Access subscription information
  • Payment failure notifications

Prerequisites​

  • Stripe account
  • API keys access
  • Fyncall Business plan or higher

Step 1: Get Stripe API Keys​

Find Your Keys​

  1. Log in to Stripe Dashboard
  2. Go to Developers → API keys
  3. Copy your keys:
    • Publishable key: pk_live_...
    • Secret key: sk_live_...

Test vs Live Mode​

ModeKey PrefixUse For
Testpk_test_, sk_test_Development
Livepk_live_, sk_live_Production
tip

Start with test keys to verify integration, then switch to live keys.

Step 2: Connect in Fyncall​

  1. Go to Settings → Integrations → Stripe
  2. Click Connect Stripe
  3. Enter your Secret Key
  4. Click Connect
  5. Verify connection status

Step 3: Configure Webhooks​

Automatic Setup​

Fyncall can configure webhooks automatically:

  1. In integration settings, click Configure Webhooks
  2. Fyncall registers the webhook endpoint
  3. Subscribes to relevant events

Manual Setup​

If automatic setup isn't available:

  1. Go to Stripe Dashboard → Developers → Webhooks
  2. Click Add endpoint
  3. Endpoint URL: https://api.fyncall.com/api/v1/webhooks/stripe
  4. Select events:
    • charge.succeeded
    • charge.failed
    • charge.refunded
    • payment_intent.succeeded
    • payment_intent.payment_failed
    • invoice.paid
    • invoice.payment_failed
    • customer.subscription.created
    • customer.subscription.updated
    • customer.subscription.deleted
  5. Copy the Signing secret and add to Fyncall

AI Capabilities​

With Stripe connected, AI can:

Check Payment Status​

Customer: "Did my payment go through?"
AI: "I found your recent payment:
     Amount: $99.99
     Status: Succeeded
     Date: January 28, 2026
     Card: •••• 4242"

Process Refunds​

Customer: "I need a refund for my order"
AI: "I can process that for you.
     Order: $99.99 on Jan 28
     [Full Refund] [Partial Refund]"

Customer: [Full Refund]
AI: "Refund of $99.99 has been processed.
     You'll see it in 5-10 business days."

Subscription Info​

Customer: "When does my subscription renew?"
AI: "Your Pro Plan subscription renews on
     February 15, 2026 for $49/month.
     Would you like to make any changes?"

Available Data​

Payments​

DataAvailable
Payment ID✓
Amount✓
Currency✓
Status✓
Payment method✓ (last 4 digits)
Description✓
Metadata✓

Customers​

DataAvailable
Customer ID✓
Email✓
Name✓
Default payment method✓
Created date✓

Subscriptions​

DataAvailable
Subscription ID✓
Plan name✓
Status✓
Current period✓
Cancel at period end✓

Agent Actions​

Enabled Actions​

Configure which actions AI can perform:

ActionDescriptionEnable
View PaymentsSee payment history✓
View RefundsSee refund status✓
Process RefundsIssue full refundsOptional
Partial RefundsIssue partial refundsOptional
Cancel SubscriptionsCancel subsOptional

Refund Settings​

SettingDescription
Require ReasonReason must be selected
Max AmountMaximum refund without approval
Approval RequiredEscalate for human approval

Security​

API Key Security​

  • Secret key is encrypted at rest
  • Only accessible to your tenant
  • Never exposed in client-side code

Refund Limits​

Set limits to prevent errors:

Max auto-refund: $100
Daily refund limit: $500
Require approval: Always for > $100

Audit Trail​

All Stripe actions are logged:

  • Who initiated
  • What action
  • Amount
  • Result
  • Timestamp

Troubleshooting​

Connection Failed​

  1. Verify API key is correct
  2. Check key is from correct mode (test/live)
  3. Ensure key has required permissions

Webhooks Not Received​

  1. Check webhook endpoint is correct
  2. Verify signing secret
  3. Check webhook logs in Stripe
  4. Test with Stripe CLI

Refund Failed​

  1. Check refund is within limits
  2. Verify charge is refundable
  3. Check for fraud flags
  4. Review Stripe dashboard for details

Customer Not Found​

  1. Verify customer email matches
  2. Check Stripe customer ID
  3. Ensure customer exists in Stripe

Best Practices​

Refund Policies​

  • Set clear refund limits
  • Require reasons for tracking
  • Enable approval for large amounts
  • Log all refund actions

Customer Communication​

  • Confirm refund processing
  • Provide timeline (5-10 business days)
  • Send confirmation email
  • Note refund in conversation

Monitoring​

  • Review daily refund reports
  • Monitor for unusual patterns
  • Set up alerts for large refunds