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Technology

The AI Infrastructure Built for the Complexity of Payments

Pay Assist isn't a generic chatbot with a payments skin on it. It is a purpose-built payment intelligence platform that connects directly to live transaction, settlement, and remittance data to resolve queries the moment they are raised.

Intelligent Voice Resolution. Trained on Payments.

Pay Assist deploys AI voice agents that understand the language of payments. Cardholders and merchants speak naturally. The agent authenticates the caller, queries live data, and delivers an accurate resolution in real time.

No scripts. No hold music. No manual lookups.

Natural language understanding trained on payments terminology
Real-time caller authentication and verification
Live data query across transaction, settlement, and remittance records
Refund initiation and payment link generation
Chargeback and dispute status resolution
Terminal fault reporting and ticket creation
Intelligent escalation to human agents with full call context preserved

Your Payments Data. Queried in Real Time.

Pay Assist connects directly to your existing payments infrastructure. No data warehouse. No batch exports. No manual feeds. The platform ingests live data through the channels your infrastructure already uses.

Data TypeDelivery Method
Transaction dataWebhook / API
Settlement instruction filesSFTP / Batch ingestion
Remittance dataWebhook / API
Chargeback and dispute notificationsWebhook
Refund and reversal eventsWebhook / API
Processing fee and billing statementsPDF ingestion / API
CRM and merchant recordsAPI / Salesforce integration

Reconciliation intelligence: Pay Assist automatically matches transaction records against settlement instruction files, flags discrepancies in real time, and surfaces the reason for any mismatch. The most common merchant query — why does my settlement not match my transaction volume — is resolved before it becomes a support ticket. Where a discrepancy cannot be auto-resolved, Pay Assist triggers a proactive outreach to the merchant — by voice or message — before they've had a chance to raise a query. The PSP looks like a partner, not a processor.

Voice, Messaging, and Web. One Intelligent Layer.

Cardholders and merchants do not always call. Pay Assist handles payment queries across every channel your customers use, with the same live data powering every interaction.

Inbound and outbound voice
SMS
WhatsApp
Email
Web chat

Every channel feeds into a single intelligent inbox. Queries are triaged, routed, and resolved automatically. Human agents see the full interaction history when escalation is required.

AI Handles the Volume. Humans Handle the Exceptions.

Pay Assist is designed to resolve the 60 to 70% of payment queries that are data-driven and repeatable. For the remainder, intelligent escalation ensures the right query reaches the right person with full context already captured.

Escalation triggers are fully configurable:

Query complexity threshold
Regulatory or compliance flags
Merchant tier or relationship value
Caller sentiment and urgency signals
Terminal or operational emergencies requiring immediate human response

When a call escalates, the receiving agent inherits the full interaction record. No repeat verification. No lost context. No frustrated callers.

Built to the Standards the Payments Industry Demands.

Pay Assist is architected for the regulatory environment of financial services from the ground up. Card data is never captured, stored, or transmitted through the voice layer. All payment interactions are handled via secure payment link generation, keeping every interaction outside the scope of direct card data capture.

PCI DSS compliant
SOC 2 certified
ISO 27001 certified
UK GDPR compliant
End-to-end encryption across all channels
Full call recording with configurable redaction
Complete audit trail for every interaction

Deployed in Days. Not Quarters.

Pay Assist is designed to sit alongside your existing infrastructure, not replace it. Native API and webhook connectivity means there is no rip and replace, no lengthy procurement cycle, and no requirement to retrain your operations teams on a new system.

REST API
Webhook event streams
SFTP file ingestion
Salesforce and CRM native connectors
White-label deployment under your brand
MCP server connectivity for advanced AI agent workflows

Deployment timeline: Most integrations are live within days. Enterprise configurations with custom data mappings and white-label requirements are typically deployed within two to four weeks.

See Pay Assist Working Against Live Payments Data.

Book a technical demonstration with our payments integration team.

We will connect to your data environment and show you resolution in real time.

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