Adding a payment step to your bot
Once you have added a payment gateway to your organisation you can add payment steps to your bots. Your bots will then be able to process payments securely, compliantly and easily. If you have not yet added a payment gateway to your organisation please view the article below:
Adding payment gateway to your Organisation
Quick Trick: Edit your bot or create a new one. Click Create step, select Payment, fill in the fields, route to your next step and click Update Your Bot. Don't forget to update your campaign so it uses your new bot.
Step 1
Login to your Webio account and click on Bots. If you do not have access to bots please contact your Administrator. Once in your bot click Create Step. Now select Payment Step under Type.
Step 2
Fill in the necessary information:
Gateway: choose from any of your available Gateways. If you don't have any setup yet see the article below on how to add a payment Gateway.
Description: this is the value that will show up against the payment in the customer's account.
Company Name: this is displayed to the customer within the payment widget
Payment Widget Description: this is displayed to the customer within the payment widget
Currency: Select either € "Euro" or £ "Pound Sterling"
Payment value: Select the custom field name that the amount needing to be paid is stored in.
On Success: Which step should the bot move to if successful (the system will prepend "Payment Successful" to subsequent message, if no message then "Payment Successful" sent).
On Failure: Which step should the bot move to if successful (the system will prepend "Payment failed" to subsequent message, if no message then "Payment failed" sent).
Once all the information is completed, click Update Step.
Step 3
Either create a new campaign, or refresh your existing campaign to use your new/updated bot.
Related Articles
Adding payment gateways to your Organisation
Background Webio provides flexibility by empowering users to add add payment gateways which will allow you to connect with over 120+ global PSP's. This will enable you to collect payments in any channel and send secure payment and processing links ...Creating Simple Bots
Overview The simplest bot you can create is a one step information bot. This will send a message to the recipient. The documentation below describes how to build a Bot on our Old UI. If you are looking for our new Web App documentation please follow ...Setting A Conversation Status
Set a status either from within the conversation pane, by clicking on the 3 dots in the left hand view, clicking set status then selecting the status you want or alternatively have a bot set the status as required through using a Set Status step type ...Adding a new user
To add a new user you need access to the User page. If you don't have access speak with your administrator. Quick Trick: Adding new users in Webio can be done in 3 steps; Click into users, Click Create New User, Fill in the details and click Create ...Creating a Bot copy
Quick Trick: Click into Bots, click copy icon, click save new copy Step 1 Click into Bots (if you don't have access to bots speak to your system Admin), then find the Bot you wish to copy. Step 2 Click the copy icon next to the bot. This looks like 2 ...