ChatFrom
In development
Use case

Subscriptions

Ava handles Trailhead Pro's billing in the chat: which plan a customer is on, a cancellation at the end of the period, a change of heart, and a link to update their card, each only after the customer proves their email with a code.

In developmentHow it's built
STARTvisitor messageCConditionintentbillingotherAtAsk the VisitoremailTCTool Callstripe_send_codeAtAsk the VisitorcodeTCTool Callstripe_verify_codeTCTool Callstripe_subscriptionsAtAsk the VisitorconfirmTCTool Callstripe_cancel_subscriptionSMSend Messagedone

Each step lights as the agent runs it.

TAva · Trailhead ProOnline
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How it's built

What it knows, what it can do, and the steps it follows.

The same three parts make every chatbot, set up in the dashboard without code: knowledge you add, tools you switch on or connect, and a workflow you draw.

01

Knowledge

Plans, prices and what happens when a plan ends are answered from these, with the source.

  • trailhead.fm/pricingWebsite · 6 pages
  • Billing FAQ.mdMarkdown · 14 passages
  • Terms of service.pdfPDF · 22 passages
02

Tools

Nothing about an account is shown or changed until the code is checked, and only for the address that proved it.

StripeEmails a 6-digit code to the address on the account and checks it. Then it shows the customer's subscriptions, cancels one at the end of the period or undoes that, and gives a link to Stripe's billing page.stripe_send_codestripe_verify_codestripe_subscriptionsstripe_cancel_subscriptionstripe_resume_subscriptionstripe_billing_link
03

Workflow

Each visitor message runs these steps: a condition reads what they want, and each answer has its own path. A question none of them takes is answered from the knowledge.

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Customer supportOrders and returnsBookingsLeads and quotesIn-app assistantInternal assistantIt can be anything →