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Let your agent check MoonClerk payments and subscriptions while you're on the phone.

Connect MoonClerk and your agent can look up customers, payments, subscriptions and discounts during a call. Callers asking whether a payment went through or when their plan renews get a clear answer straight away. Your agent reads the data from your own MoonClerk account, so the information it gives is current and accurate. Connect your MoonClerk credentials from the AgentCalls dashboard in a few minutes.

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What your agent can do with Moonclerk

  • Look up a customer's payment history by name or email
  • Check whether a recent payment or subscription charge has cleared
  • Tell a caller when their subscription renews and what plan they are on
  • Confirm which discounts are applied to a customer account
  • List available payment forms so callers can be pointed to the right one

Moonclerk exposes 5 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks if a payment went through

  1. Caller

    Hi, I paid my invoice on Monday but I don't think it showed up. My name is Sarah Lindqvist.

  2. Agent

    Thanks Sarah, let me check that for you. I can see a payment of $240 from your account on Monday morning. It was completed successfully.

  3. Caller

    Oh good, thank you. Can you tell me when my plan renews?

  4. Agent

    Your monthly plan renews on the 14th of each month, so the next charge is on the 14th of next month.

New customer asks about membership renewal

  1. Caller

    I signed up for the gym membership last year. When does it come up for renewal?

  2. Agent

    Can I take your email address so I can find your account?

  3. Caller

    It's james.ortega@example.com.

  4. Agent

    Found you, James. Your annual membership renews on March 3rd, and a 10 percent loyalty discount is applied to your account.

Outbound check on a failed subscription payment

  1. Agent

    Hello, this is a call from Riverside Pilates. Am I speaking with Mei Tan?

  2. Caller

    Yes, that's me.

  3. Agent

    Your last monthly payment of $95 didn't go through. Would you like me to send you the payment link so you can update it today?

  4. Caller

    Yes please, send it to my phone.

How to connect Moonclerk

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Moonclerk

    From Integrations in the dashboard, choose Moonclerk and enter the connection details from your Moonclerk account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Moonclerk actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent check MoonClerk during the call or after it?

During the call. When a caller asks about a payment, subscription or discount, your agent looks it up in MoonClerk while the conversation is still going.

What do I need to connect MoonClerk?

A MoonClerk account and its credentials from the tool's settings. Enter them once in the AgentCalls dashboard, and your agent can use them on every call.

Which plan includes MoonClerk?

Integrations, including MoonClerk, are included from the Growth plan.

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Put your agent to work with Moonclerk.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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