The Razorpay Tool enables your TailorTalk AI Agent to connect with your Razorpay account, handling payment-related queries, receipts, and lead management linked to payment pages.
Setting Up Razorpay Integration
Follow these steps to fully integrate Razorpay with your TailorTalk agent.
Step 1: Create a Dynamic Pricing Page
First, you need to create a Payment Page in your Razorpay dashboard that supports dynamic amounts and lead tracking.
- Create a New Payment Page: Go to Payment Pages in Razorpay and create a new page.
- Add Required Fields: You must add the following fields to your page settings:
- Amount: Select "Let customer decide amount" or "Fixed amount" depending on your need, but ensure the agent can override it if dynamic. Note: The agent will fill this.
- Phone: Add a contact field for the customer's phone number.
- Field ID: Add a custom text field named
id. Important: This field is crucial for tracking. The agent will automatically fill this when sharing the link.
- User Experience: The user will only need to enter their email and complete the payment. The
id, amount, and phone will be pre-filled by the agent.
Step 2: Setup Webhook
To ensure TailorTalk receives payment updates instantly, you need to configure a webhook.
- Go to Settings: Navigate to Settings > Webhooks in your Razorpay dashboard.
- Add New Webhook: Click on "Add New Webhook".
- Configure Details:
- Webhook URL: Enter the webhook URL provided in your TailorTalk integration settings (e.g.,
https://service.tailortalk.ai/leads/razorpay/webhook). - Active Events: Select only
payment.captured.
- Save: Click "Create Webhook".
Step 3: Connect to TailorTalk
Finally, link your specific Payment Page to the TailorTalk agent.
- Copy Page ID: From your Razorpay Payment Pages list, copy the Page ID of the page you just created (e.g.,
pl_Hw87s8...). - Paste in TailorTalk: Go to the Razorpay tool settings in your TailorTalk dashboard.
- Save: Paste the Page ID into the input field and save.
Common Use Cases
- Automated Payment Links: The agent generates unique links with pre-filled amounts and lead IDs.
- Instant Confirmation: Webhooks allow the agent to know immediately when a payment is made.
- CRM Updates: Automatically update lead status in your CRM upon successful payment.