Chat 2 Pay

Available on our Transact package

As part of the configuration of this extension, you require the details obtained from Cybersource. Ensure you have configured this first.

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. 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. 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. 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:

• Assisted chat: Chat Desk

• Unassisted chat: Chat Flow

• 3rd party applications: Direct API integration

• CRM/OMS: Salesforce

• Payment Processor/Gateway: Cybersource

To start using this service, you must complete these steps:

1. Activate Chat 2 Pay on your account.

2. Configure your Chat 2 Pay details.

3. Link a channel, product (Chat Flow or Chat Desk), and/or an application via API.

For more information on setting up and using Chat 2 Pay, see the Chat 2 Pay user guide.