How do I set up payment processor support?

Start by giving Chatref access to everything your support team references daily. Upload PDFs of your merchant onboarding guides, link to your transaction error FAQ URLs, or paste in sections of your chargeback policies. Chatref’s knowledge base builds a retrieval engine from that content, so your AI agent will answer customer questions grounded in your own documentation - not generic web guesses or outdated scripts. The result: every answer about settlement times, decline codes, or compliance requirements is accurate and on-brand.

Build an AI agent that speaks in your company’s voice and can handle the bulk of routine payment support. The agent uses the content you uploaded to answer questions like “Why was this transaction declined?” or “When will funds settle?” on your website widget or chat channel. No hallucination, no made-up policy - responses stay strictly within the boundaries of your own content. You can test the agent in a live playground before going live, tweaking its tone until it feels right.

Stop making customers and agents switch between tools. Custom actions let your AI agent interact with your payment processor’s backend in real time. For example, a customer can ask “What’s the status of transaction #TX9876?” and the agent calls your transaction-status API to return the exact result without human involvement. You define the action - fetch balance, verify KYC status, trigger a refund - and Chatref executes it securely inside the conversation. This turns your chatbot from a simple FAQ responder into a proactive support tool.

When a query needs a human (a disputed chargeback, a fraud investigation), the shared inbox lets your support staff take over the same chat thread with full visibility into what the agent already discussed. No lost context, no repeated questions. Your team can monitor conversations live and jump in instantly, or pick up from the conversation history later. This makes scaling payment support viable: the AI resolves the majority of inquiries, and your team handles only the high-touch exceptions.

What support features should I look for in a payment processor?
Look for a system that delivers answers grounded in your actual policies (not generic help), automates account-specific tasks like transaction lookup or refund initiation, and gives your team a shared inbox to step in with full context when needed. All of this should be accessible without per-agent fees - Chatref includes every feature on every account, with unlimited agents and pay-as-you-go pricing.

How can I integrate my payment processor with other tools?
Use custom actions to connect your AI agent directly to your payment processor’s API or other internal systems. Once configured, the agent can pull real-time transaction statuses, initiate refunds, or verify account details inside the chat, with guardrails you define. Embedding the widget on your merchant portal or support site completes the experience with no extra integration work.

What is the best way to handle customer inquiries about payments?
Combine a knowledge-base-trained AI agent for instant, accurate answers to common questions with custom actions for transactional tasks and a shared inbox for escalation. This ensures routine inquiries are resolved automatically and your human team only engages when a sensitive or complex case demands it, with full conversation history intact.