Adding payment gateways to your Organisation
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 via Bots or Agents.
Quick Trick: To add a payment gateway, go to Organisation, Add Gateway, select your preferred Gateway, enter the details and click Create.
To add a payment gateway to your account login to Webio. You will require access to the Organisation area to enable the payment gateway. If you don't have access to Organisation please contact your administrator.
Click into the Organisation you wish to add the Payment Gateway to. Scroll down to Gateways. Click Add Gateways.
View of the Organisation tab, scrolled to Integrations section
Select the Gateway you wish to add from the drop down, if the one you want isn't there let us know and we'll add it to the "to-add" list. Enter in the requested information from your Gateway. Click Create Gateway.
Cybersource setup screen
You can now configure Payment steps within your bots to accept conversational payments.
We are adding new gateways all the time, however if the one you want isn't listed, let us know and we will add it in (typically a 3 week lead time).
WebioPay - Conversational Payments
Designed to optimise customer payments, Webio’s ‘Conversational Payments’ skill brings instant live payment requests and processing into customer conversations making it easier for agents to send customer payment links as they interact with customers ...
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 ...
Self-Service Studio - Payments Plans
Overview The Payment Plans panel displays the customers' payment plan requests. You can export a .csv file of the records. Access customer's payments plans requests history N.B. you can also access the same information from the View Records panel. ...
Self-Service Studio - Payments
Overview The Payment Panel displays customers payments history. You can export a .csv file of the records. Access customers payments history From the Payments Panel you have an overview of all your customers' payments records such as transaction ...
Training Bites - Add a New Webio Organisation
Quick Trick: Click into Organisations, select Create New Organisation, fill in the details and click Create. Webio enables you to create a hierarchy of organisations to control access to your conversations. Security and role profiles are ...