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Richpanel Integration
Richpanel Integration

Integrate with Rich Panel to send customer subscription details to the Richpanel helpdesk!

Cecilia Wilbur avatar
Written by Cecilia Wilbur
Updated yesterday

What can I do with a Richpanel Integration?

By integrating your Richpanel and Stay tools, you'll be able to access customer's subscription details within Richpanel. As well as complete these actions:

  • Cancel subscription

  • Pause subscription

  • Skip subscription

  • Set next billing date

  • Get order now

Streamline your CX team's workflow by activating this integration today!

How to Integrate

  1. Generate a new API Key by navigating to the Stay AI merchant portal.

    1. Click Account in the lefthand nav of the Stay merchant portal.

    2. Click API Tokens.

    3. Click the New API Key button.

    4. Fill out the provided fields in the pop up modal.

    5. Click Ok to save your API Token.

  2. Navigate to the Richpanel app.

    1. Login to your Richpanel instance and click Settings.

    2. Click Browse Integrations and search for "Retextion".

    3. Click Add integration.

    4. Enter the info needed on the provided fields, including the API Key you generated in the Stay app.

    5. Click Add Integration

      1. For more information, you can check out Richpanel's help content HERE.

        Screenshot 2023-02-20 at 12.42.37 PM.png

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