Chat 2 Pay User Guide
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  • 🏠Return to Home Page
  • πŸ”ŽOverview
    • What is Chat 2 Pay?
    • How do I use Chat 2 Pay?
  • πŸͺ›Configure Chat 2 Pay
    • Configure Chat 2 Pay
      • Add Setup Name
      • Configure Payment Settings
      • Add Message Configurations
      • Manage Callback Notifications
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    • 3D Secure 1.0 and 2.0
  • πŸ“ŠReporting & Analytics
    • Clickatell Portal Reports
  • πŸ’‘Help & Information
    • Release Notes
    • FAQs
    • Return to Home Page
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  1. Overview

How do I use Chat 2 Pay?

Once you've , you can trigger a payment request to your customers in the following ways:

  1. Live agent messaging via Chat Desk: Agents can to the customer while engaging with them from within the Agent Desk.

about using Chat 2 Pay in Chat Desk.

Automated messaging via Chat Flow: A flow-builder can drag and drop a into their flows so that the chatbot automatically triggers the payment request when a customer reaches that step.

about using Chat 2 Pay in Chat Flow.

Salesforce Order Management Integration: Embed a Chat 2 Pay β€œextension” into your CRM/OMS to allow a call center agent to trigger the payment request.

πŸ”Ž
Chat 2 Pay node
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configured Chat 2 Pay
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