How to Configure Your AutoPay IVR

How to Configure Your AutoPay IVR

This guide outlines the steps to configure and manage your AutoPay IVR system, enabling secure and seamless payment processes. Follow these instructions to set up and optimize your IVR system effectively.

1. Initial Configuration

When you first sign up for AutoPay IVR, the system is pre-configured with default settings. You can customize these settings via the admin console to suit your business requirements.

2. Navigating the Admin Console

Upon logging in as an administrator, you will see an interface with:

• Left-hand menu: Allows access to configuration options such as payment gateways, telephony, reports, and more.
• Main window: Displays your package details, payment activity, and call metrics.
  
  

3. Managing Payments

To manage payment settings:

1. Go to Manage Payments > Payment Gateway Setup.
2. Add or rename payment accounts.
3. Connect to additional payment service providers if needed.
   • For assistance with adding payment gateways, contact sales@paytia.com.
     
     

4. Configuring Telephony

Changing Your Secure-Payment Phone Number

1. Navigate to Configure Telephony > Payment Line.
2. View or edit the secure-payment number assigned to your account.
   
   

Managing Number List

1. Go to Manage Number List under Configure Telephony.
   
   
   
   
2. Assign each phone number to a specific service (e.g., Automated IVR).
3. Click Automated IVR Setting to configure:
   • Collecting transaction reference numbers.
     
   • Collecting account numbers.
   • Setting a fixed transaction amount or allowing customer input.
     
     

5. Configuring Call Presentation

1. Navigate to Configure Telephony > Call Presentation.
2. Adjust the language and gender of the Voice Assistant to match your preferences.
   
   

6. Reports and Alerts

Downloading Payment History

1. Go to Reports and Alerts > Payment History.
2. Use filters to search by transaction type (e.g., success, failed).
3. Adjust visible columns and export data to Excel if needed.

Downloading Call History

1. Access the Call History section under Reports and Alerts.
2. Search, filter, and export call data for analysis.
   
   

7. Managing Subscriptions and Billing

Upgrading Your Package

1. Navigate to Subscription and Billing > Upgrade Package.
2. Choose an upgrade option to enhance your features.
   
   

Managing Billing Details

1. Under Subscription and Billing, select Manage Subscriptions.
2. Perform actions such as downloading invoices, stopping subscriptions, or updating payment details.
   
   

8. Editing Your Profile

1. Click My Profile in the admin menu.
2. Update your contact details or change your password as required.
   
   

By following these steps, you can fully configure and optimize your AutoPay IVR system, ensuring a seamless payment experience for your customers. For further support, consult the Help section or contact Paytia's customer service.