E-commerce
July 1, 2026
"The bot says 4 months remaining, Recharge shows 2." "The AI promises a total refund without citing the prorata policy." "Prepaid ends tomorrow, chatbot does not mention auto conversion." Three failures where a badly calibrated prepaid subscription bot invents a balance or ignores renewal_convert_policy.
A prepaid subscription AI chatbot does not replace PREPAID agents (#533). It reads PREPAID-MAP, cites Recharge charges_remaining, and handoffs refund finance.
This guide #534 covers bot_prepaid_* intents, PREPAIDbot flow, and prepaid_bot KPIs. Pair bot of the PREPAID playbook (#533). New AI use case: explaining remaining installment balance and options without invented refunds.
Summary
Why automate prepaid with a bot?
"How much is left on my 6-month subscription?" is a subscription intent poorly served by a generic response. A calibrated bot reads PREPAID-MAP, states the exact balance, and explains the options for the end of the period.
What the bot resolves at tier 1
Balance cite: charges_remaining exact Recharge
Expiry explain: renewal_convert_policy map
Portal link: portal_balance_url deep link
Pause gate: pause_allowed skip credit preserved
Gift reroute: prepaid_gift → gift subscription
Recharge prepaid API exposes prepaid_balance and charges_remaining (Recharge, Prepaid API 2026). The bot intercepts bot_prepaid_balance before misidentifying trial #435.
PREPAIDbot vs PREPAID #533, TRIALbot #436, RENEWbot #506
Five contents, five subscription payment layers.
Quick matrix
#534 PREPAIDbot: bot balance expiry tier 1 options
#533 PREPAID: agents refund finance convert
#436 TRIALbot: free trial date first debit
#506 RENEWbot: monthly recurring charge date
Gift subscription: prepaid gift giver recipient
Router: prepaid self balance expiry → #534. Free trial → #436 TRIALbot. Gift prepaid → gift subscription playbook.
Which bot_prepaid_* intents should be configured?
Eight prepaid subscription bot intents.
Eight intents bot_prepaid
bot_prepaid_balance: how many credit deliveries remain
bot_prepaid_expiry: end date of the prepaid period
bot_prepaid_convert: recurring conversion after prepaid
bot_prepaid_refund: prorated refund for unused portion
bot_prepaid_pause: pause skip during prepaid
bot_prepaid_portal: portal link for balance options
bot_prepaid_charge_surprise: charge after prepaid ends
bot_prepaid_escalate: refund finance handoff #533
Tier 1 auto: balance, expiry, convert, pause, portal if PREPAID-MAP lookup and Recharge prepaid flag.
Intent bot_prepaid_refund and bot_prepaid_escalate → agents #533 with payload refund_unused_policy prorated calc.
How do I use PREPAID-MAP #533?
The bot reads PREPAID-MAP #533: prepaid_plan_type, total_prepaid_units, renewal_convert_policy, refund_unused_policy, pause_allowed, expiry_behavior, portal_balance_url, reminder_schedule, upgrade_midterm_policy.
Lookup grounded
Recharge auth: customer session subscription prepaid flag
Balance fetch: charges_remaining prepaid_balance API
Expiry calc: expiry_date from charges consumed
Policy branch: renewal refund pause from map row
Gift gate: if gift prepaid → GIFT-REROUTE
Alignment anti-hallucination (#123): never balance outside Recharge API.
PREPAIDBOT-SUP policy in six rules
Six safe prepaid bot rules.
CITE-BALANCE-EXACT : charges_remaining Recharge only
PREPAID-MAP-GROUNDED : renewal refund pause from map
NO-REFUND-PROMISE : refund cite refund_unused_policy
RENEWAL-OPT-CITE : renewal_convert_policy before end
GIFT-REROUTE : gift prepaid → gift subscription
ESCALATE-REFUND : refund execution → #533 finance
Flow PREPAIDbot PPB-1 to PPB-8
Eight-step prepaid subscription bot flow.
PPB-1 Classify: bot_prepaid_* intent
PPB-2 Recharge lookup: prepaid flag balance expiry
PPB-3 Gift gate: gift prepaid → reroute gift sub
PPB-4 PREPAID-MAP: renewal refund pause rules
PPB-5 Guardrail: CITE-BALANCE-EXACT NO-REFUND-PROMISE
PPB-6 Respond: TPL-PREPAIDbot grounded
PPB-7 Portal: portal_balance_url embed if self-serve
PPB-8 Log: prepaid_type tag escalate if refund
Example TPL-PREPAIDbot-BALANCE
"Prepaid: [total_prepaid_units] paid deliveries. Remaining [charges_remaining]. Next box [next_ship_date]. End of period [expiry_date]. Portal: [portal_balance_url]."
TPL-PREPAIDbot templates and touchpoints
Four essential templates.
TPL-PREPAIDbot-BALANCE
[charges_remaining] of [total_prepaid_units] deliveries. Next shipment [next_ship_date].
TPL-PREPAIDbot-EXPIRY
Prepaid ends [expiry_date]. Next: [renewal_convert_policy]. Action before cutoff: [portal_url]#renewal.
TPL-PREPAIDbot-REFUND
Refund unused: [refund_unused_policy]. Estimate [prorata_amount] € if eligible. Agent confirmation within 24 hours.
TPL-PREPAIDbot-CONVERT
After last delivery: [expiry_behavior]. Opt-in required: add credit card [portal_url]. No charge without action if opt_in.
Touchpoints
D-7 expiry email: bot_prepaid_convert proactive
Portal balance widget: bot_prepaid_balance embed
Post-charge surprise: bot_prepaid_charge_surprise priority
Subscription hub: prepaid chip vs trial vs recurring
Edge cases and reroutes
Five cases outside tier 1 bot.
Trial merged: reroute #436 TRIALbot if trial flag
Gift prepaid: GIFT-REROUTE gift subscription playbook
Refund execution: ESCALATE-REFUND #533 finance ticket
Edit before ship: SUBEDITbot #532 cycle in progress
Monthly recurring charge: reroute #506 RENEWbot not prepaid
Bot does not trigger manual Stripe or Recharge refund: ESCALATE-REFUND #533 with prorata calc payload.
Essential prepaid bot KPIs
Five PREPAIDbot management metrics.
prepaid_bot_explain_rate: % compliant PREPAID-MAP replies
prepaid_bot_balance_exact: CITE-BALANCE-EXACT 100% compliance
prepaid_bot_auto_resolve: % tier 1 without agent
prepaid_bot_escalate_refund: sessions → #533 finance
prepaid_bot_gift_reroute: correct prepaid gift sessions
Monthly Red team: 10 prompts "guaranteed total refund", "6 months remaining" without Top-up lookup. Invented balance = CITE-BALANCE-EXACT violation.
PREPAIDbot anti-patterns
Six frequent mistakes.
Approximate balance: CITE-BALANCE-EXACT violation
Tier 1 promised refund: ESCALATE-REFUND #533
Confusing trial #436: prepaid paid upfront distinct
Auto conversion omitted: RENEWAL-OPT-CITE mandatory
Gift prepaid self: GIFT-REROUTE
Confusing RENEWbot #506: recurring monthly distinct
PREPAIDbot with Qstomy
Qstomy on Shopify + Recharge: detect bot_prepaid_* intent, PREPAID-MAP RAG, Recharge balance widget, D-7 proactive expiry, handoff #533 refund payload.
Pipeline: bot explain prepaid → #533 refund finance → gift subscription if prepaid_gift → AI governance #142 audit balance claims.
Explore AI support and request a demo.
Checklist, FAQ and going further
PREPAIDbot Checklist (8 steps)
Sync PREPAID-MAP #533: RAG bot whitelist only
Policy PREPAIDBOT-SUP: 6 CITE-BALANCE-EXACT rules
8 intents bot_prepaid_*: flow PPB-1 to PPB-8
4 templates TPL-PREPAIDbot-*: BALANCE EXPIRY REFUND CONVERT
Recharge balance API: charges_remaining live fetch
D-7 expiry webhook: bot_prepaid_convert proactive
Red team 10 prompts: invented balance refund forbidden
Dashboard KPI: prepaid_bot_* section 9
FAQ
Difference #533?
#533 = agents refund finance convert. #534 = bot tier 1 balance expiry explain.
Difference TRIALbot #436?
#436 = free trial. #534 = prepaid paid upfront N cycles.
Bot promises refund?
Cite policy only. ESCALATE-REFUND #533 for execution.
Gift prepaid?
GIFT-REROUTE gift subscription, not self prepaid flow.
Going further
This week: index PREPAID-MAP in bot corpus, connect Recharge balance API widget, configure D-7 expiry proactive, measure prepaid_bot_balance_exact compliance.
Enzo
July 1, 2026
