New: Chat 2 Pay

Release date: 19 August 2021

What is Chat 2 Pay?

The Chat 2 Pay feature allows a merchant to embed a Clickatell "extension" into their CRM/OMS (Customer Relationship Management/Order Management System) which allows a call-center agent to trigger a payment request to their customers (i.e., the end-user). This payment request will be received by the customer via an SMS or WhatsApp message. The URL embedded in the message allows the customer to open a secure payment page where they can enter a new credit/debit card or utilize a saved credit/debit card that will be used by the merchant to process payments via the merchant's payment processor/gateway. This feature allows merchants to accept orders from customers via their call-center without requiring customers to expose their personal payment information to the call-center agent.

Chat 2 Pay currently supports the following CRM / OMS system and payment processors/gateways:

1. CRM/OMS: Salesforce

2. Payment Processor/Gateway: CyberSource

Configuring the Chat 2 Pay service

​​​​​​​ To start using this service, you must follow these four steps:

1. Configure your payment processor/gateway

2. Set up the Chat 2 Pay extension in the Clickatell Portal

3. Install the Salesforce cartridge

4. Utilize the functionality as a customer service agent in Salesforce

For more information:

• See the Chat 2 Pay user guide.

• Chat 2 Pay FAQs.