Payments node

The payments node is used to securely collect credit card info and charge a visitor for a service or item directly in your bot, securely via your Stripe account.

For example, this is a simple bot that charges a visitor a $10 consultation fee, then gives them the ability to schedule a meeting with the business, all securely, and completely in the bot!

• 1. Connect your Stripe account to Instabot
• 2. Configure details of your business
• 3. Configure details of the service you're charging for
• 4. Add the payments node into your bot

1. Connect your Stripe account to Instabot

First, let's connect your Stripe account to Instabot so that visitor payments are fully processed through your own Stripe platform.

2. Configure details of your business

This settings are required by Stripe so that your visitors are given full transparency as to the name of the business that is charging them, and the Terms of Service of their payment to you.

• a. The name of your business

• b. A link to your business's Terms of Service as it relates to your charging the visitor for a service through the bot

3. Configure details of the service you're charging for

Now let's configure the details of the specific service or product that you're charging your visitors for.

To configure your first service, go to Integrations --> Payments, scroll down, and click "New". On this page, you will see a variety of settings that serve to describe the specific service that you're charging visitors for.

Below is a screenshot showing:

• (left) -  configuration of a service that your visitors would pay for
• (right) - what this specific service would look like to your visitors when they interact with the payments node

• a. Price
  • This is how much you will charge your visitors for (USD)

• b. Image
  • This is an optional image that represents your service

• c. Service name
  • This is the name of your service
  • eg: Consultation fee

• d. Service link
  • This is an optional link to a URL that has more details about your service

• e. Service description
  • This is a description of your service

4. Add the payments node into your bot

Now, last part! Now that you've successfully configured your first service, let's add the payments node into our bot!

In the bot-builder, add a node --> Advanced --> Payments

• a. Node message
  • This field is what the visitor will see when they see this payments node - try something like:
    
    • In order to schedule your in-person consultation, we require a small fee

• b. Service type
  • This is where you select the specific service that you'll be charging the visitor for

• c. Service preview
  • This is a preview of the details of the service that you selected in the previous step
  • This preview will reflect what you configured earlier in section 3

• d. "Pay" button copy
  • This field sets the copy on the button that the visitor will click to start the payment process

• e. "Do not pay" button copy
  • This field sets the copy on the button that visitor will click if they do not want to start the payment process

When you are satisfied with the details of your payments node, click "Add node".

• a. This is the bot-path that the visitor will be sent down if they click the "Pay" button and complete the payment successfully

• b. This is the bot-path that the visitor will be sent down if they click the "Don't pay" button