SA
Billing / Subscriptions / Tax

Stay AI AI Integration

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

Connect Stay AI
What is it?

About Stay AI

Stay AI 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 Stay AI

  1. Step 01

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

  2. Step 02

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

  3. Step 03

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

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How BeforeQuery uses Stay AI

What the agent does with your Stay AI connection

  • 01

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

  • 02

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

  • 03

    Trigger playbooks on Stay AI 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 Stay AI integration

Customer billing Q&A

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

Failed-payment recovery

Stay AI 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 Stay AI 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 Stay AI

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

Stay AI — Frequently Asked Questions

Common questions about connecting BeforeQuery to Stay AI.

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

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