Who is this for? Support and CX teams at subscription brands who use Recharge and want every agent, human or AI, to see the caller's subscriptions during the call, and AI agents to handle the most common subscription requests directly in Recharge.
What you get
Recharge subscriptions on the customer profile in Consio, for every caller
For each subscription: product, price and frequency, status (Active, Cancelled or Expired), next charge date with a Skipped or Error badge when relevant, payment method (expired cards flagged), shipping name and address, number of orders since the start
Subscriptions with a failed payment shown first, with the next retry date
One-click "Open in Recharge" link to the subscription in your Recharge admin
AI agent actions in Recharge, turned on per agent: skip the next delivery, reschedule the next delivery, change the delivery frequency
Every AI agent action shown in the call timeline
Prerequisites
Admin access to Consio and to your Recharge account
Your Shopify store connected to Consio
A Generalist, Custom or Support AI agent to use the AI actions
Step 1 - Connect Recharge from Consio
In Consio, go to Settings → Integrations.
Search for Recharge and click Install.
Click Connect next to your store and enter its Shopify store name.
You are redirected to Recharge. Approve the Consio app.
Back in Consio, Recharge shows as connected for that store.
If you run several stores in Consio, connect Recharge for each store that uses it.
Step 2 - Check a customer profile
Open a customer who has a Recharge subscription, or place a test call from their phone number.
In the customer panel, open the Recharge section and check the subscriptions.
Click Open in Recharge to check that the link opens the right subscription.
Step 3 - Turn on the AI agent actions
Go to AI agents and open the agent that answers your calls.
Open the Actions tab and turn on Skip Recharge subscription delivery, and the reschedule and frequency actions if you want them.
Place a test call from a number linked to a Recharge subscription and ask the agent to skip your next delivery.
In Recharge, confirm the delivery was skipped. In Consio, the action appears in the call timeline.
How the AI agent acts
It checks the subscription live in Recharge before acting.
It only changes the subscription the caller confirmed, and confirms the delivery by its date.
Only the next upcoming delivery can be skipped. If it is already skipped, the following one can be skipped once that date has passed.
A caller with several subscriptions can update each of them in the same call.
Prepaid, paused and cancelled subscriptions are never changed.
Troubleshooting
No Recharge section on the customer profile: check in Settings → Integrations that Recharge is connected for the right store.
"No Recharge subscriptions for this customer": Consio matches customers by phone number and email. Check that they match in Recharge, and that the phone number uses the international format (E.164).
The AI agent does not offer the action: check that the action is on in the agent's Actions tab, and that the agent is a Generalist, Custom or Support agent. If Recharge was disconnected, the actions are turned off: reconnect, then turn them back on.
The AI agent refused to skip a delivery: the subscription is prepaid, paused or cancelled, or the next delivery is already skipped. This is expected.
FAQs
Does it work if my team is offline? Yes. The AI voice agent answers 24/7 and can act in Recharge at any hour.
Can agents change subscriptions from the customer panel? The panel is read-only. Agents use Open in Recharge to make changes.
How do I disconnect Recharge? From Settings → Integrations in Consio, or by removing the Consio app from your Recharge account. The AI actions that depend on Recharge are turned off right away.
Security & Privacy
Secure connection through the official Consio app for Recharge
Access stored securely and encrypted by Consio
Only the data needed to show subscriptions and apply your agents' actions is used
The app can be removed at any time from your Recharge account
Need Help?
Support: https://www.consio.ai/contact-us
Book a demo: https://www.consio.ai/demo