Integrations
Customer billing questions
How your assistant handles questions about a customer's invoices, payments or subscription.
Your assistant can't look up a customer's invoices, payments or subscription. A name or email address typed into a chat doesn't prove who someone is, so private billing details stay out of public chat.
When a customer asks about their billing, your assistant tells them to sign in to your secure customer billing portal or contact you.
Point customers to your billing portal
- Find the address of your customer billing portal, for example the sign-in link your payment provider gives you.
- Add it to your assistant's Knowledge Base, for example as a Q&A: "How do I see my invoices?" with the portal link in the answer.
- Ask the question in Test your assistant to check.
The Customer billing portal card under Integrations explains the same thing. You don't need a Stripe key or any other payment account to use it.
Your own Chatzora subscription is managed separately, under Billing in your account menu.