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Billing / Subscriptions / Tax

Clover AI Integration

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

Connect Clover
What is it?

About Clover

Clover 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 Clover

  1. Step 01

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

  2. Step 02

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

  3. Step 03

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

Explore

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How BeforeQuery uses Clover

What the agent does with your Clover connection

  • 01

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

  • 02

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

  • 03

    Trigger playbooks on Clover 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 Clover integration

Customer billing Q&A

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

Failed-payment recovery

Clover 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 Clover 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 Clover

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

Clover — Frequently Asked Questions

Common questions about connecting BeforeQuery to Clover.

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 Clover charge, and are reversible only via a re-charge (visible to the customer).
Standard OAuth 2.0 where Clover 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 Clover 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 Clover 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 Clover 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 Clover for real.

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