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Agency & Reseller

Add Polar Subscription & Checkout Actions

Enable your AI agent to look up subscription information, generate invoices, and use checkout links from Polar.

The Polar actions allow your AI agent to look up subscription information, generate invoices, and provide checkout links for your products and services.

Available Polar Actions

Adding a Polar Action

1

Go to Tools & Actions

In your chatbot dashboard, go to Configuration → Tools & Actions.

2

Select a Polar action

Find Polar: Get Checkout Link or Polar: Get Customer Subscription and click Add.

Configuration

Both Polar actions require the same configuration:

Name

A descriptive name for the action. Default values are provided:
  • get_polar_checkout_link for checkout links
  • get_polar_customer_subscription_invoice for checkout links

Description

A description of the action and when it should be used. You can customize this or use the provided default.

Example for checkout:

Use this action when the user wants to get a checkout link for a product or service. Use the product or service name supplied by the user to retrieve the checkout link to share with the user.

Example for subscriptions:

Use this action when the user wants to get information about their subscription like the payment date or a link to a receipt or invoice. Use the subscription id supplied by the user to retrieve the information as well as the from and to date.

Access Token (required)

Your Polar API access token.

Creating a Polar Access Token

1

Go to Polar Dashboard

2

Open Settings

Go to Settings → General → Developers.

3

Create a new token
Click to create a new access token.

4

Enable permissions
Make sure to enable the following permissions:

5

Copy the token

Copy the generated token and paste it into the Access Token field in AI Chatbot.

Save the Action

Once you have added your access token, click Add Action to enable the action for your chatbot.

Your chatbot will now be able to look up subscription information and provide checkout links to your visitors.

Providing Customer Information

To look up subscription information for a specific customer, use the Identify functionality to provide the customer ID to your agent.

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