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Know if a ticket requester has an active 2Checkout subscription
For support agents who want a ticket's requester checked against 2Checkout billing, by asking their AI assistant.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
Checking if a requester pays means leaving the ticket
To see whether a ticket comes from a paying customer, an agent copies the requester email into 2Checkout and reads subscription dates by hand. It is a slow detour, and the dates are easy to misread.
Without PopdockAI
- Copy the requester email out of the Freshdesk ticket
- Search 2Checkout and open each subscription
- Compare start and expiry dates with the ticket date
- Misread a date and treat a lapsed customer as covered
With PopdockAI
- The requester email and ticket date come straight from Freshdesk
- Subscriptions are found in 2Checkout, with a customer record fallback
- Each one is checked against the day the ticket was created
- Every match is listed and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Freshdesk ticket `{ticket-id}`, report whether the requester has an active 2Checkout subscription and what it covers.
**Step 1: Read the ticket**
Call `freshdesk-get-tickets` with `ticket-id` set to `{ticket-id}`. Take `requester-email`, `subject`, `status`, `priority` and `created-at`. If no ticket is returned, stop and say so.
**Step 2: Find the subscriptions**
Call `2checkout-get-subscription` with `end-user-email` set to the ticket's `requester-email`. If `{product-name}` is given, also pass it as `product-name`. If nothing is returned, call `2checkout-get-customer` with `email` set to the same value and, if a customer is found, call `2checkout-get-subscription` with its `customer-reference`.
**Step 3: Report**
Show the ticket line, then each subscription with `subscription-reference`, `product-name`, `status`, `start-date`, `expiration-date`, `subscription-enabled`. State plainly whether the subscription was valid on the ticket's `created-at` date.
**Rules & Guidelines:**
* `freshdesk-*` tools belong to the Freshdesk server; `2checkout-*` tools belong to the 2Checkout server. Both servers must be connected.
* The shared key across the two systems is the customer email address. Compare emails case-insensitively and trim spaces.
* Read-only. Do not call `freshdesk-add-ticket-note`, `freshdesk-reply-to-ticket`, `freshdesk-update-ticket`, or any 2Checkout tool that changes a subscription.
**Validation:**
* If the requester has no 2Checkout record, report that the email has no billing match and suggest checking for a different billing email.
* If several subscriptions match, list all of them; do not pick one.Who it's for
One answer, three teams that use it
Support agents
Confirm entitlement without leaving the ticket
See each subscription with its dates and whether it was valid on the ticket date, so you know how to respond in one step.
Was the customer on Freshdesk ticket 8120 covered by a 2Checkout subscription when they opened it?
Billing support
Settle subscription questions with the real dates
Start, expiry and enabled status are shown for every match, so you can answer renewal and lapse questions from the record.
List every 2Checkout subscription for the requester on Freshdesk ticket 6604 with start and expiry dates.
Support team leads
Route paying customers first
Quickly check whether a requester holds an active plan before deciding how fast a ticket needs an answer.
Does the person on Freshdesk ticket 9015 have an active 2Checkout subscription for the Enterprise plan?
How it works
What PopdockAI does when you ask
You give a ticket number and your AI assistant takes the requester details from Freshdesk and looks them up in 2Checkout. It tells you plainly when there is no billing match.
01
Ask
You give a Freshdesk ticket number and optionally a product.
02
Read
It takes the requester email and dates from the ticket.
03
Look up
It finds the subscriptions in 2Checkout by that email.
04
Report
You see each subscription and whether it was valid when the ticket was created.
What PopdockAI provides
The tools behind the answer
Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.
freshdesk-get-tickets
2checkout-get-subscription
2checkout-get-customer
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Know who was covered when they wrote in
Related use cases
More ways to put this data to work
Profile a customer across Freshdesk and 2Checkout
Ask your AI to look up one email in Freshdesk and 2Checkout and get tickets and subscriptions in a single profile. Read-only, and mismatches are reported.
Learn More
Audit Freshdesk contact and company data
Ask your AI to audit Freshdesk contacts and companies and get counts and examples of duplicates, unlinked contacts and missing fields, with a clean-up order. Nothing is changed.
Learn More
Audit Freshdesk SLA policies
Ask your AI to review Freshdesk SLA policies for conflicting targets and compare them with open urgent and high priority tickets. It recommends changes and edits nothing.
Learn More
Find overdue Freshdesk tickets
Ask your AI for unresolved Freshdesk tickets past their due date, grouped by assignee with how late each is. Resolved and closed tickets are left out. Read-only.
Learn More
Report Freshdesk time entries
Ask your AI to total Freshdesk time by agent and billability for a period and list the tickets that took the most time. Read-only, timers flagged.
Learn More
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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