What's new?

Read more about new features, improvements, and bug fixes contained in the latest release of Clickatell's User Portal.

Release V2.3.0

19 August 2021

Release Summary

This release was mainly focused on adding the new Chat 2 Pay functionality to the Clickatell Portal.

​​​​​​​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. Install the Salesforce cartridge

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

For more information: