Letterbook Docs
Connect Stripe
Give Letterbook billing context for subscriptions, invoices, charges, and refunds.
Last updated June 25, 2026
What this guide covers#
Connect Stripe so Letterbook can resolve billing questions with subscription, invoice, charge, and payment context.
Stripe context helps the AI and support team answer account-specific billing tickets without switching tabs. It is especially useful for refunds, cancellations, failed payments, invoice questions, plan changes, and "why was I charged?" tickets.
Setup steps#
- Authorize Stripe from Letterbook.
- Choose the Stripe account and mode you want to connect.
- Confirm how Stripe customers should match Letterbook conversations, usually by email or customer ID.
- Review the subscription, invoice, charge, and payment fields available to support.
- Write billing policies in the internal knowledge base.
- Decide which actions require human approval.
- Test common billing tickets before using the integration in production.
Configuration details#
- Use the least-privilege access model available for the workflows you need.
- Separate test-mode validation from live billing operations.
- Confirm whether the support workflow only reads Stripe data or can stage actions.
- Require approval for refunds, cancellations, credits, and subscription changes.
- Disconnect or rotate access when ownership changes.
Common support workflows#
- Customer asks why they were charged.
- Customer requests a refund.
- Customer wants to cancel or downgrade.
- Customer cannot access paid features after upgrading.
- Customer needs an invoice or receipt.
- Customer payment failed and they need to update payment details.
For each workflow, write a policy that tells Letterbook what to check and what action can be suggested.
Approval guidance#
Keep a human in the loop for money-moving or account-changing actions. A good workflow lets the AI gather context, draft the reply, and stage the proposed action, while a teammate confirms the final decision.