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How can I use Chat 2 Pay?

Chat 2 Pay can be used via any of the following applications:

  • Chat Desk - When customers are chatting with your live agents using Chat Desk, the agent can send the customer a payment link to make a payment.

  • Chat Flow - As a flow-builder, you can embed a Chat 2 Pay node into your flows to trigger payment requests to your customers on chat.

  • Salesforce Extension - When a customer calls your contact center, an agent can send them a payment link via your Salesforce OMS system via chat. This is currently the only OMS system supported by Chat 2 Pay. This method is only supported by our legacy application and does not include our chat wallet (customer profile and tokenized payment) support.

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