Payment capture
Answer balance questions, take payments and set up autopay or payment arrangements, with card details handled in a PCI-compliant capture flow.
Payment capture
Web chat
Customer: Can I pay my balance now?
AI agent: Yes. I’m sending you a secure payment form now.
Secure payment form sent
Take payments in the same conversation.
Balances and charges
Answer balance inquiries and explain charges.
Payments and autopay
Take payments and set up autopay.
Payment arrangements
Set up payment arrangements with customers.
Order taking
Handle simple transactional sales, with payment handed off to a PCI-compliant capture flow.
Secure payment forms
In web chat, customers can use secure payment and data forms.
Identity verification
Verify callers using account number, date of birth, one-time passcode or voice biometrics.
Your team keeps the conversations that need judgment.
These go to a person quickly, with the conversation summary and collected details, so the customer never repeats themselves.
- Emotionally charged escalations, complaints and bereavement situations
- Complex disputes, exceptions to policy and goodwill credits beyond set limits
- High-value or negotiated B2B deals
- Legal and regulatory complaints
Connect the systems agents need to act.
An answer without the ability to act usually just becomes a transfer. When agents can read from and write to your systems, they can finish the task.
- CRM
- Order management
- Billing
- Scheduling
More support use cases
See this use case in a demo.
Bring a conversation your team handles every day, and see how a TandemCX agent handles it with your team in control.