Connect Chargebee and Kai Support answers billing questions with the customer’s real subscription and invoices, in chat, email and WhatsApp. It explains a charge, sends the billing portal link and makes the changes you allow once the customer confirms. Refunds and cancellations come to your team as one card.
What Kai does with Chargebee
- Charges explained: Kai looks up the subscription, the invoices and the last payment, and explains what a charge was for and what the next invoice will be.
- Plans and payments: Kai pauses or resumes a subscription, retries a failed payment, applies a retention coupon or updates billing details, each after the customer confirms on a card that shows the plan and the amount.
- The billing portal: Kai sends the Chargebee portal link when the customer wants to change something themselves.
- Refunds and cancellations: Kai sends them to your team as one approval card with the charge, the reason and its recommendation.
Your team sees the account
The customer’s subscriptions, recent invoices and billing address sit next to the conversation in the inbox, with a link to the customer in Chargebee. Gleap finds the customer by the Chargebee customer ID your app sends as the custom data field chargebeeCustomerId, and by the contact’s email otherwise.
Connect Chargebee
- Add Chargebee under Integrations in your Gleap project.
- Enter a Chargebee API key and your site name.
- Choose which billing actions Kai may offer and which only your team runs.
- Open a ticket from a known customer and check the Chargebee panel.
FAQ
Which Gleap plan includes the Chargebee integration?
Team, Pro and Enterprise; Team is $149 per month billed yearly, with unlimited seats. Kai Support is billed by the AI it uses, an estimated under $0.05 per resolution (how we estimate). Starter includes no integrations.
Can Kai refund a customer or cancel a subscription?
Kai prepares both and sends your team one card with the charge, the reason and its recommendation. A teammate approves it in one click, Kai carries it out and tells the customer.
How does Kai know it is talking to the account owner?
Kai shows billing details and offers changes in the chat only to customers who sign in with a signed identity token, when your Chargebee customer IDs are your user IDs or the token carries a chargebeeCustomerId claim. Without a signed login, Kai sends a code to the customer’s email and verifies them that way. Anyone else gets the billing portal link emailed to the billing email on file, so only the account owner can open it. See AI billing support.
