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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.
For more information:
Follow these steps to integrate Chat Desk into Chat 2 Pay
Follow these steps to integrate Chat Flow into Chat 2 Pay
Follow these steps to embed Chat 2 Pay into Salesforce
Other resources
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