Understand the account
The proposed view should distinguish the billing account from the individual currently contacting support.
Integrations Recurly
RecurlyPlanned
Recurly account context for billing support.
Plan a Recurly connector that helps agents understand account, subscription and invoice questions while leaving billing changes controlled.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
Billing
What we’re planning to connect.
- 01Recurly
- 02Planned connection
- 03Message support
Find the relevant subscription
Customers may have more than one subscription. Keep the selected service explicit in every response.
Handle payment questions carefully
Show approved status information without exposing payment credentials or allowing financial changes.
The right context
Be precise about what connects.
Define the data, permissions and destination before putting the workflow in front of customers.
Matched billing account
Selected subscription
Approved invoice status
Prepare for the connection
Define your first workflow.
- 01
Choose the first workflow
Define how a support customer proves access to the billing account they are asking about.
- 02
Agree on data and permissions
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
- 03
Define the acceptance test
Test a shared account and multiple subscriptions before accepting an automatic association.
Before you connect
Recurly integration questions
Can I connect Recurly to Message today?
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
What should we test before using it with customers?
Test a shared account and multiple subscriptions before accepting an automatic association.