MoonClerk is a payment processing platform that simplifies recurring billing and payment collection for businesses.
Transform your payment operations with AI Agents that can automate customer support, manage subscriptions, and streamline payment processes.
MoonClerk simplifies recurring billing and payment collection. Relevance AI enhances this with intelligent AI Agents that can handle customer interactions, manage subscriptions, and automate payment processes at scale.
Intelligent Inquiry Resolution
The agent can swiftly address customer queries about billing and subscriptions.
Proactive Upselling Insights
The agent identifies upselling opportunities based on customer behavior and usage.
Real-Time Data Access
The agent pulls live data from MoonClerk for accurate customer interactions.
Relevance AI gives you access to MoonClerk's payment processing capabilities within your automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A MoonClerk account
- A Relevance AI account with access to your projects
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration leverages MoonClerk's secure OAuth authentication, enabling authorized access to payment and subscription data through Relevance AI's workflow engine. Automated API operations handle requests seamlessly while maintaining data integrity across your payment processing systems.
Built-in request validation and response handling ensure reliable payment processing and subscription management, regardless of transaction complexity.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the MoonClerk + Relevance AI integration without writing code:
- Set up proper authentication: Ensure your MoonClerk API credentials are correctly configured and permissions are set.
- Structure payment forms: Organize your MoonClerk forms with clear identifiers and consistent field layouts.
- Use webhooks efficiently: Configure webhooks to trigger real-time updates when payments are processed.
- Monitor transactions: Regularly check payment status and customer data synchronization.
- Handle responses properly: Implement error handling for failed payments and API rate limits.
