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Set up Stripe License Request Insight

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Stripe License Request Insight is designed to identify requests for additional licenses, seats, or users. It helps teams spot subscription expansion requests in support tickets.

Before you start

Make sure your Help Desk account has:

Before hiring this AI Agent, prepare the connected app data it needs.

Hire the AI Agent

  1. Open Autopilot > Home.
  2. Find Stripe License Request Insight.
  3. Select Hire Agent.

The setup flow opens on the Onboard step.

Configure the AI Agent

  1. Give your AI Agent a name.
  2. Enter a description that explains what the AI Agent should do.
  3. Complete the remaining setup fields.

Complete the setup fields

If a field you expect is missing, check the related Help Desk setup before continuing.

Review before deployment

  1. Select Continue.
  2. Review the Deploy step.
  3. Confirm the AI Agent name, description, ticket categories, operating mode, and any additional setup fields.
  4. Select Deploy Agent only after you confirm the configuration is correct.

What happens after deployment

The AI Agent appears in Autopilot > Hired Agents. When matching work reaches the selected scope, the AI Agent uses its configured settings to complete the intended action.

After the AI Agent processes matching work, open Agent Activity Log to confirm its status and review the result. If the result needs adjustment, open Hired Agents and update its configuration.

Troubleshooting