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:
CRM/OMS: Salesforce
Payment Processor/Gateway: CyberSource
Configuring the Chat 2 Pay service
To start using this service, you must follow these four steps:
Configure your payment processor/gateway
Install the Salesforce cartridge
Utilize the functionality as a customer service agent in Salesforce
For more information:
See the Chat 2 Pay user guide.
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