What are the alternative phone-routing options for using Paytia with Aircall?
Customer Call-Routing Options for Inbound Calls
This guide explains the two available customer call-routing options for inbound calls when integrating Aircall and Paytia.
Option 1: Inline – All Incoming Calls Routed Through Paytia
Overview:
All incoming customer calls are routed directly to Paytia using a unique ‘secure-payment’ phone number provided by Paytia.
Steps to Set Up Inline Routing:
-
Obtain Secure Payment Number:
Log in to your Paytia admin portal to retrieve your unique Paytia secure payment number.
-
Divert Existing Number to Paytia:
- If you wish to continue using your existing published business number:
- Contact Aircall Support.
- Instruct them to divert your existing DDI (Direct Dial-In) number to the new Paytia secure-payment phone number.
-
Activate Routing:
Once Aircall has completed the number diversion, all inbound calls will automatically route through Paytia.
Outcome:
All customer calls are handled seamlessly by Paytia’s platform, enabling secure payments during the call.
Option 2: Via Aircall IVR
Overview:
Configure Aircall's Interactive Voice Response (IVR) system to forward specific calls through Paytia for secure payments. This option allows you to keep your Aircall business phone number and enable a key-press option for payment routing.
Steps to Set Up Aircall IVR Integration
-
Access Aircall IVR Settings:
- Log in to your Aircall console.
- Navigate to the Numbers section and select your business telephone number.
-
Configure IVR Routing:
- Create or Edit an IVR Plan:
- Click on Create Number or select an existing IVR number.
- Add a key-press option for payments (e.g., "Press 1 to make a secure payment").
- Set the divert type to Forward to External Number.
- Enter your Paytia secure-payment number (provided during setup).
-
Save Changes:
- Save your Aircall IVR plan to ensure calls are routed correctly.
-
Configure Paytia Call Forwarding:
- Log in to your Paytia admin console.
- Go to Configure telephony > Payment line.
- In the Where we send customer incoming calls section, enter the telephone number of your Aircall agent team or department.
Important Configuration Notes
-
Call Recording:
- Disable call recording on your Aircall IVR number plan to prevent sensitive payment-card tones from being recorded.
- Go to Aircall's Call Recording settings and toggle off the recording option.
- Call recordings for other team numbers can remain active.
-
Dedicated Phone Numbers:
- Ensure the Aircall team handling payments is assigned a dedicated telephone number to receive calls forwarded from Paytia.
Key Benefits
- Retain existing business phone numbers for customer convenience.
- Enable secure payments seamlessly during inbound calls.
- Use Aircall’s IVR for efficient call routing.
- Control call recording settings to remain PCI-DSS compliant.
By following these steps, you can configure Paytia and Aircall to securely route inbound calls while providing a seamless customer experience.
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