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SaaS
User’s current plan and cost
Let customers check their subscription details and billing information.
Available in:
Messaging
Email
Voice
Why should you use this Playbook?
Billing confusion leads to churn and tickets. This Playbook builds trust with real-time transparency, reducing disputes and boosting customer confidence.
When should you use this Playbook?
When a customer requests information about their current subscription plan or its associated cost.
What does this Playbook do?
- Lets customers instantly check their active subscription plan and cost
- Retrieves customer info via API, pulls subscription and product data, converts timestamps into plain language, and delivers a clear summary of plan details and billing
- Integrates with Stripe, showing how subscription and billing workflows can be automated end-to-end
- Suggests upsell based on the current product usage