How to Set Up Agent Capture Assist for the First Time

Agent Capture Assist simplifies secure payment processing over the phone. Follow these steps to get started.

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1. Sign-Up and Login

1. Access the Sign-Up Page:
   Upon purchasing Agent Capture Assist, you will be directed to the sign-up form.

2. Fill in Details:

   • Enter your First Name and Last Name.
   • Provide your Company Name.
   • Input a valid Email Address and confirm it.
   • Create and confirm a secure Password.
     

3. Agree to Terms and Policies:
   Tick the boxes to agree to Paytia's Terms of Service, Privacy Policy, and Cookie Policy.

4. Verify reCAPTCHA:
   Complete the reCAPTCHA verification and click Create Account.

5. Complete Multi-Step Setup:
   After sign-up, you will be guided through the setup process.
   
   

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2. Connect Your Payment Provider Account

1. Select Your Payment Gateway:
   Follow the on-screen instructions to link your Paytia service to your preferred payment provider.

2. Integration Steps:
   The process may vary depending on the payment gateway. Consult the detailed guide for your provider if needed.

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3. Set Up Telephony

To process payments during calls, integrate your phone system with the Paytia platform.

1. Select a Paytia Phone Number:
   Choose a dedicated Paytia number to route calls through the platform.

2. Provide Your Phone Number:
   Add the phone number you’ll use to receive or make calls.

3. Configure Telephony Options:

   • For Incoming Calls:
     • Publish the new Paytia number for customer use.
     • Request number porting to Paytia.
     • Connect Paytia with your cloud phone system.
   • For Outgoing Calls:
     • Register your business or personal numbers as trusted numbers.
     • Only trusted numbers are recognized by Paytia for secure payment processing.

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4. Register Your Payment Card

1. Add Payment Card Details:
   Register your card for billing purposes.

2. Administrator and User Access:
   By default, you will have both administrative and user privileges.

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5. Start Using Agent Capture Assist

1. Take a Payment:

   • Click the Click to Take a Payment button to initiate a payment session.
   • Follow the payment process as outlined in the user guide.

2. Access Admin Dashboard:

   • Switch between User and Administrator modes using the toggle at the top of the menu.
   • Alternatively, go directly to the admin dashboard via the Access Your Administration Console button.

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Configuring Agent Capture Assist

Customize the platform to meet your business needs. Features include:

• Modifying the agent payment screen instructions.
• Adding trusted numbers for telephony.
• Adjusting payment processing preferences.

For more detailed guidance, refer to the comprehensive customization article.

By following these steps, you’ll have Agent Capture Assist set up and ready to securely process payments over the phone.