Using Agent Capture Assist to Take Payments

First Things First

If you have been set up as a user, you will receive a Welcome Email. If you have not received one, contact your administrator to create your user account.

Note: If you are an Administrator and wish to take payments, you must create a separate user account. You can do this by using an alternative email address, such as an alias in Outlook or Google's dot blindness feature to generate a unique login.

Logging In

To use Paytia for payments, you must be logged in.

1. Navigate to the Paytia login page.
2. Enter your credentials.
3. Click Sign In to access the dashboard.

Payment Starts

After logging in, you will see a screen that allows you to:

• Process an inbound payment (for incoming calls).
  
• Start an outbound call to initiate a payment.
  

Outbound calls include an extra step for dialing customer telephone numbers.

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Handling Incoming Calls

When a customer calls your Paytia secure payment number:

1. Login to your user console.
2. Click the Inbound button.
3. Follow the on-screen instructions.
4. Enter the required customer and transaction details.
5. Click Submit Payment Request.
6. Proceed to Invoking Secure Payment Mode.
   

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Making Outbound Calls

When placing an outbound call:

1. Enter the customer’s phone number in the Paytia screen.
2. Click Save to store the number.
3. Click Next to proceed.
4. Follow the on-screen instructions:
   • Dial the Paytia secure payment service number.
   • When prompted, enter your User Security ID (displayed on your screen).
     
5. Once authenticated, Paytia will automatically call the saved customer number.
6. When the customer answers, press Next to proceed.
   

Note: If you prefer entering payment details before calling the customer, use the Skip button to proceed.

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Invoking Secure Payment Mode

1. Dial 7-2-9 on your phone keypad to enter Secure Payment Mode.
2. The Paytia Voice Assistant will guide both you and the customer through the payment process while ensuring no card details are exposed.
3. On inbound calls, Paytia will prompt you to enter your Secure User ID, displayed on your screen.
   

As soon as your User ID is confirmed:

• The customer will hear the payment amount or transaction details.
• The customer will follow audio instructions to securely enter their payment card details.
  

Tracking Payment Progress

As the customer enters their details, you will see:

• Each digit entered (masked for security).
• Real-time updates from Paytia’s secure payment system.
• Notifications for successful or failed transactions.

If the payment fails, the system will display the reason, allowing you to provide the next steps to the customer.

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Viewing Transaction Results

Once the payment is completed:

• The Authorization Code from the payment provider will be displayed.
• The Processing Bank Message will confirm if the transaction was successful or declined.
  
• Additional security checks, such as Address Verification System (AVS) and CVV validation, will also be shown.
  

If fraud prevention rules are set up with your payment provider, Paytia will indicate if the transaction passed extra security validation.

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Next Steps

• To take another payment from the same customer, click Take Additional Payment.
• To start a new transaction, return to the Take Payment menu and enter new details.

Paytia ensures secure, PCI-compliant telephone payments, protecting both businesses and customers from data exposure. If you need assistance, visit Paytia Help for more information.