Add a Polar subscription information or checkout link action to your AI support agent

To allow your AI support agent to look up subscription information, generate invoices and use checkout links, add the Polar: Get Checkout Link and / or Polar: Get Customer Subscription actions to your agent.

After selecting the action to add, you will need to update the Description (optional) and set the Access Token for your Polar account. To create an access token to use, go to your Polar account > Settings > Developers and then create a new token. Make sure to enable the following permissions: checkout_links:read, checkouts:read, subscriptions:read, subscriptions:write, customers:read and orders:read.

Once you have your token, add it to the action and click on the Add Action button to add and enable the action for your chatbot.

Your chatbot will now be able to look up subscription information and use checkout links to respond to your visitors.

To provide the customer ID for your agent to use when looking up subscription information, use the Identify functionality.