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Billing / Subscriptions / Tax

Checkout.com AI Integration

Connect Checkout.com to BeforeQuery for grounded AI answers and agent actions across Billing / Subscriptions / Tax.

Connect Checkout.com
What is it?

About Checkout.com

Checkout.com is one of the Billing / Subscriptions / Tax platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Checkout.com

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Billing / Subscriptions / Tax and select Checkout.com.

  2. Step 02

    Sign in to Checkout.com with an account that has permissions to grant BeforeQuery the Billing / Subscriptions / Tax scopes required.

  3. Step 03

    Confirm the connection. Checkout.com is now available as a source and action target for every playbook in your workspace.

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How BeforeQuery uses Checkout.com

What the agent does with your Checkout.com connection

  • 01

    Read subscription, invoice, and customer data from Checkout.com into the Context Graph.

  • 02

    Answer billing questions from customers + internal teams grounded in the specific Checkout.com record.

  • 03

    Trigger playbooks on Checkout.com events — failed payment, upgrade, cancellation, refund request.

  • 04

    Draft billing communications, apply refunds, and update subscriptions with approver check-in.

Use cases

What teams actually do with the Checkout.com integration

Customer billing Q&A

Customer asks in-app: "why was I charged $X?" → BeforeQuery pulls the Checkout.com invoice, explains the line items in plain language, and offers self-serve refund/credit options if policy allows.

Failed-payment recovery

Checkout.com reports a failed charge → BeforeQuery emails the customer with an update-payment link, retries per your dunning schedule, and escalates to CS + AE if the account is high-value.

Refund workflow

Support agent needs to issue a refund → BeforeQuery pulls Checkout.com charge details, applies your refund policy, routes to finance approver above the threshold, executes the refund, and posts a confirmation to the customer.

Answer questions grounded in Checkout.com

Employees and customers ask Checkout.com-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Checkout.com record shown alongside the response. No context switching, no "log into Billing / Subscriptions / Tax to check" round-trips.

Checkout.com — Frequently Asked Questions

Common questions about connecting BeforeQuery to Checkout.com.

Refunds under a configurable threshold (e.g., $50) can be autopilot for known-good customer patterns. All refunds are logged with the acting agent, the reason, the specific Checkout.com charge, and are reversible only via a re-charge (visible to the customer).
Standard OAuth 2.0 where Checkout.com supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Checkout.com data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Checkout.com integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Checkout.com objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Checkout.com for real.

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