Chat 2 Pay
For more detailed information on the Chat 2 Pay extension, see the Chat 2 Pay User Guide. You can also consult our Chat 2 Pay FAQs.

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
To start using this service, you must complete 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
This page focuses on the part that takes place in the Clickatell Portal (Step 2) only. For more detail on the other steps, see the Chat 2 Pay user guide.

Activating Chat 2 Pay in the Clickatell Portal

As part of the configuration of this extension, you require the details obtained from CyberSource. Ensure you have configured this first.
To activate the Chat 2 Pay extension on your account, click on the Chat 2 Pay card under Extensions on the Products & Services tab.
Click on the '+Get Extension' button. This will add Chat 2 Pay as a product under the My Workspace tab.
In the My Workspace tab, select the Chat 2 Pay card.
This opens the extension dashboard from where you can:
    Configure and manage your extension
    View details about your extension and linked channels
    Add channels
    Link channels to your extension
    Switch linked channels on/off
    Access a step-by-step user guide
See here for more details on configuring your extension.
Last modified 1mo ago