Chat 2 Pay User Guide


Available on our Transact package
Chat 2 Pay enables you to send a payment request to your customers via an SMS or WhatsApp message (see here for an example).
Your customer clicks on the URL embedded in the message to open a secure payment page where they can add a new or use a saved credit/debit card. This card is then used when you process their payments via your payment processor/gateway.
You can trigger a payment request to your customers in the following ways:
  1. 1.
    Clickatell's Chat Desk and/or Chat Flow: Send payment requests to your customers via assisted (Chat Desk) or unassisted chat (Chat Flow).
    • With Chat Desk, your agents can send the request directly to the customer while engaging with them from within the Agent Desk.
    • In Chat Flow, a flow-builder can drag and drop a Chat 2 Pay node into their flows so that the chatbot automatically triggers the payment request when a customer reaches that step.
  2. 2.
    Direct integration into Clickatell’s Chat 2 Pay API: Integrate any 3rd-party (i.e., non-Clickatell) application directly into our Chat 2 Pay APIs to trigger payment requests to your customers.
  3. 3.
    A 3rd party CRM/OMS extension: Embed a Chat 2 Pay “extension” into your Salesforce CRM/OMS to allow a call center agent to trigger the payment request.
Chat 2 Pay currently supports the following systems: