Getting paid shouldn't depend on someone remembering to send a link. The agent sends the right link when the customer asks, with the exact amount in your CRM.
Hi, I'd like to pay this month's installment.
Sure. Your November installment is $250.00. Here is your secure payment link.$250.00
Done, I just paid.
Amount taken from the CRM · payment recorded on the record
Illustrative example
How it works
1
The customer asks to pay
On WhatsApp or any channel connected to the inbox.
2
The agent looks up the amount
Takes the installment or outstanding balance straight from the CRM.
3
Sends the link and records it
The payment is linked to the customer and their service.
What it does
Payment links with Stripe, Authorize.net, PayPal, Square or PayNearMe
Installments, outstanding balances and one-time payments
Payment recorded on the customer record
Rotation across merchant accounts to spread processor risk
Its guardrails
The AI never invents or changes amounts
Only sends links from the merchant accounts you configure
Zelle or cash payments require your team's approval