How to Use the Razorpay Generic Payments Smart Skill
Written by Soham Amburle
Updated on July 7th, 2022
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Table of Contents
This Smart Skill can be used by you if you are looking for payment use cases outside of utilities, subscriptions, insurance, and lending-related payments.
Name of the Skill on Conversation Studio: Razorpay Generic Smart Skill
Purpose of the Skill: This Smart Skill is designed to generate payment links which can then be used by your users to complete transactions during their conversational journeys with the bot.
What’s the design template going to look like?
This Skill is designed to provide quick resolution & a seamless payment experience to the user. Please reach out to your Haptik SPOC who will connect you with the Conversation Designer to get access to the design - Lucidchart or PDF.
Requirements
- Razorpay Merchant Account. You can read more about it here.
- A bot on Haptik. You can read this article to build your own bot.
- APIs for fetching necessary information from the CRM system.
Limitations
Currently, notifications are configured only on WhatsApp and Facebook, for sending out payment acknowledgment messages to the users on the bot.
You can read more about it here.
How to use the Skill
You can plug this Skill at a point of the bot flow where you would want to collect payments from the user.
For Example: During the cart checkout process.
For testing purposes, you can type the intent “Razorpay generic flow” for generating a payment link for a sample amount that has been preconfigured.
How to make changes to the Skill
Since this Smart Skill is for payment purposes specifically, which is why we focus on generating a payment link.
Step 1: You will have to make a few changes to the ‘Payment API Integration’ Code Step on the Smart Skill and pass the user details inside the payload of the Razorpay API. The user_details can be fetched from inside the conversation_details object. The Razorpay API being used is the ‘create payment link’ of the Standard Payment Link type. You can read more about it here.
Following is the list of functions used:
Function |
Description |
def generate_payment_link(env_variables, conversation_details) |
This function is used to call Razorpay create payment link API, and returns the payment link as a response. |
def get_auth_token(env_variables) |
This function returns an auth_token which is a base64 encoded format of - key_id:key_secret. |
def get_unix_date(due_date) |
This function returns the unix format of the due date that is passed. |
Note:
- Basic required parameters in the payload are mentioned here.
- The default currency is INR.
- Razorpay accepts the amount in the smallest currency unit, so for INR 100 we pass 10000 (multiply by 100) on the Code Step.
- We have included an ‘Options’ parameter inside the Razorpay API payload to customize the labels on the payment page.
- The callback URL can be customized as per your requirements.
Step 2: For using the API, header parameters of key_id and key_secret are required which are merchant-specific and can be found easily on the Razorpay merchant dashboard, as shown. You can read more about it here.
Only the key_id is displayed on the dashboard, and you need to note down the key_secret for future reference once it gets generated. If you have not noted it down, you can simply regenerate a new key and store it.
Step 3: The key_id and key_secret that you have generated need to be configured under the Environment Variables in a Code Step. Click on any Code Step and open the Code Editor. Now, select the More option on the top right corner of the screen and select Variables, as shown below.
In the variables, you need to configure the key_id and key_secret, as shown below.
Note: Make sure to enter your test key and secret values under staging and the live key and secret should go under production.
In this way, you can redirect the user to a page containing the payment mode of their choice.
Apart from the above steps, you can explore a few more capabilities. Check the following Step 4 and Step 5.
Step 4: For sending out the WhatsApp notifications on payment completion to the users, you will have to create a webhook on your Razorpay dashboard. You can read more about it here.
Step 5: A WhatsApp notification trigger solution provider like Interakt can also be used to trigger the WhatsApp notifications to users on receiving the webhook events. You can read more about it here.
How to analyze the Smart Skill post go-live
To track the usage of this Skill on your virtual assistant, you can create Smart Funnels on the Intelligent Analytics tool. You can learn more about Smart Funnels here.
Smart Funnel suggestion:
- Start point: Start lending
-
Endpoints:
- Display single invoice
- Display an invoice
- Display output
