Recharge
Set up an AI agent for Recharge that handles subscription requests: it finds the subscriber, skips or reschedules a delivery, updates an address or cancels.
Invite your AI teammate into Recharge and it handles the subscription requests your support team gets every day. A customer wants to skip next month, move a delivery to a new address, or cancel. Your agent finds them by email, reads their subscriptions and queued orders, and makes the change.
If Recharge is missing from your Integrations gallery, message us in the in-app chat or email hi@eesel.app and we will turn it on.
Quick start
Ask your agent to connect Recharge
Open the chat in your dashboard and ask it to connect Recharge. It points you at your Integrations page and lists what it will be able to do once connected.
Open Integrations > Recharge in the left sidebar. Connect is in the top right. If Recharge is not in the list, it has not been turned on for your workspace yet. Ask us first.
Enter your Recharge API token
Connect opens a window from Pipedream, the service that holds the connection. It asks for a Recharge API token. Create one in Recharge first, under Apps > API tokens, with read and write access to customers, subscriptions, addresses, charges and orders. Paste it into the Pipedream window. The token goes to Pipedream and never into the chat.
A person does this step in the browser.
Try it on a real subscriber
Ask your agent in the chat to look up a customer by email and show their subscriptions and queued orders. It reads live from Recharge and shows what it found, with the ids it would act on.
Then ask it to skip that customer's next charge. When the action waits for your OK, the request appears as an approval in the chat and on your Activity page. Approve it and the charge is skipped in Recharge.
Put it to work
Recharge has no event that wakes your agent on its own, so it does its Recharge work inside the conversations it already handles. Tell it in its instructions how to handle subscription requests, and it uses these actions when a customer asks in your helpdesk, in Slack or on your site. For routine checks, a schedule runs the same work on a clock.
Sources, triggers and actions
Sources
Recharge adds no knowledge source. Your agent reads subscriptions, customers and orders live, at the moment it is asked, and answers from everything else you have connected.
Triggers
Recharge has no triggers. Nothing in Recharge wakes your agent. It acts on Recharge when a customer asks in a connected channel, or on a schedule.
Actions
Actions are what it can do.
Look up
List customers
Finds a subscriber by email address, with their subscriptions, addresses and payment methods in the same call
List orders
Lists a customer's or a subscription's orders, with each order's id, status and scheduled date
Subscriptions
Skip charge
Skips one upcoming charge on a month-to-month plan so the customer is not billed or shipped that cycle. The subscription stays active
Cancel subscription
Ends a subscription. The reason your agent records is what your retention team reads later
Create subscription
Starts a new subscription for a customer
Cancel order
Removes one queued, unshipped order of a prepaid plan
Customers
Update address
Changes the shipping address future charges will use
Create customer
Creates a customer record
Update customer
Changes a customer's name, email or phone
You stay in control the whole way. Adjust your AI agent's access to knowledge and its action permissions to your liking. See Actions and Approvals.
Three things your agent has been taught about Recharge, because they are easy to get wrong:
Skip is not cancel. "Skip my next delivery" is a skipped charge. Your agent never cancels a subscription to approximate a skip, a pause or a date change.
A prepaid plan is one charge covering several shipments. Cancelling the subscription leaves the remaining shipments queued, so your agent lists them and cancels each queued order that should not ship. Each queued order has its own id. The Charge ID shown against every queued shipment is the same one for all of them, and cancelling it removes nothing.
Address changes live on address records, not on the customer. Updating a customer changes their contact details only. Shipping goes through Update address.
Troubleshooting
FAQ
Related pages
E-commerce Sales Rep for the job your teammate takes on in a store
Shopify for the store Recharge usually sits beside
Actions and Approvals for choosing what your agent may do
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