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Find every subscription a 2Checkout customer holds
For support teams who ask their AI assistant to look up a customer by email or last name and list their 2Checkout subscriptions.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Telling a customer they have nothing when they do
Finding everything a customer owns in 2Checkout means searching customers, subscriptions and end users separately. A name variant or a buyer who is only an end user makes the search come back empty.
Without PopdockAI
- Search 2Checkout customers by email or name
- Search subscription end users separately
- Open each subscription for status and expiry
- Tell the customer they have nothing
With PopdockAI
- Customer found by email or last name
- End users tried when no customer is found
- Subscriptions listed by expiry with status and dates
- Expired, disabled and duplicate ones noted, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find the customer matching `{customer-search}` (an email address or a last name) and list all of their subscriptions.
**Step 1: Resolve the customer**
If `{customer-search}` contains an @, call `2checkout-get-customer` with `email` set to it. Otherwise call it with `last-name.contains` set to it. If more than one customer is returned, list their name, email, company and customer-reference and stop so the user can choose. If none, also try `2checkout-get-subscriptionenduser` with the same email or `last-name.contains`, since the buyer may exist only as an end user, and report what you find.
**Step 2: List the subscriptions**
Call `2checkout-get-subscription` with `customer-reference` from Step 1 (or `end-user-email` when only an end user was found). Show subscription-reference, product-name, status, activation-date, expiration-date and subscription-enabled.
**Step 3: Report**
A table of the subscriptions ordered by expiration-date, then a short list of anything unusual: expired or disabled subscriptions, several subscriptions on the same product, mismatched emails between customer and end user.
**Rules & Guidelines:**
* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**
* If `{customer-search}` is blank, ask for it and stop.Who it's for
One answer, three teams that use it
Support agents
Find what a caller owns in seconds
List subscriptions with status and expiry even when the buyer is only an end user.
What 2Checkout subscriptions does priya@fabrikam.com have?
Customer success managers
Check a customer's renewals at a glance
See subscriptions ordered by expiry, with expired and disabled ones called out.
When do the 2Checkout subscriptions for the customer Patel expire?
Billing specialists
Spot duplicate subscriptions on one product
Repeats on the same product and mismatched emails are pointed out for review.
Does sam@contoso.com have more than one 2Checkout subscription on the same product?
How it works
What PopdockAI does when you ask
You give an email or last name and your AI assistant finds the customer and lists their subscriptions. If several customers fit it lists them and lets you choose.
01
Ask
You give an email address or a last name.
02
Resolve
It finds the customer in 2Checkout, trying subscription end users if none is found.
03
List
It reads the customer's subscriptions with status, dates and enabled state.
04
Report
It shows them by expiry date and notes expired, disabled or duplicate ones.
What PopdockAI provides
The tools behind the answer
Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.
2checkout-get-customer
2checkout-get-subscriptionenduser
2checkout-get-subscription
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
Every subscription a customer holds, in one answer
Related use cases
More ways to put this data to work
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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