Knowledge Base/Configuration

How do I make an agent call-return?

This article will show you have to make an "agent call-return" for an user This article outlines call return functions and how to configure them. It covers the following: What is agent call-return? Purchasing additional telephone numbers Assigning ...

This article will show you have to make an "agent call-return" for an user

This article outlines call return functions and how to configure them.

It covers the following:

What is agent call-return?

Agent call-return is the process whereby a user transfers a customer call to the Paytia Platform, which then automatically calls back the user. The customer, Paytia and the user are now in the same call path, enabling the Paytia secure-payment service to be initiated.

This is explained in the diagrams below.

Screenshot

Screenshot

Screenshot


 

Agent call-return utilises "blind-transfer" functionality that exists on most PBXs. i.e. where the agent making the transfer is dropped from the call as soon as the receiving party — the Paytia Platform in this case — answers the call.

The return call from Paytia can be the agent or, say, a group number that the merchant defines.

Note: each agent using the service must be assigned their own dedicated Paytia number

 

Purchasing additional Paytia phone numbers

Paytia provides a license on some packages allowing our customers to purchase more than one Paytia phone number for their account.

If the "Buy more numbers" licence is active on your account you will see a button with the same name at the top of Configure telephony > payment line page.

Screenshot

Once the page is loaded you will see a button allowing you to click to Buy more numbers.

Screenshot

Screenshot

 

When the page loads you will see;

Screenshot

 

You can now search for available numbers by area code in your operating country. Paytia allows you to buy multiple numbers to add to your account.

Screenshot

 

Once you are finished click the Click here to continue button

Screenshot

 

You will now find your chosen numbers listed at the bottom of the 

  • Configure telephony >  Configure your secure-payment line menu

Screenshot

Each telephone number can be put on call forward delivery to a telephone number of your choice. This could be a business or mobile telephone number.

Assigning the additional number to users

  1. To assign a user with the additional number go top the Configure telephony menu, then the Payment-line sub-menu.
  2. Find the number to which you want to assign a user.
  3. On the left, under the Type column, change the drop-down to Users.
  4. You can then assign the user number to which you want Paytia to return the call.
  5. Then confirm which specific user you wish to assign to the same number.
  6. Note that once this is set up, you can edit the number associations here or in the user-admin area.

Screenshot

Screenshot

Note: When you set up the phone number there are two boxes you can enter phone numbers in.


Section = Target phone number
Column = Inbound number (Numbers we call you on) - This is the phone number Paytia will call to reach your business user directly.
Column = Outbound number (Numbers you call Paytia from) - this number can be added additionally. It will allow Paytia to expect calls made from this phone number, calling into the additional Paytia number assigned to this Agent call return user. If Paytia matches the inbound call to Paytia to this phone number Paytia will switch from Agent Call Return mode to Outbound calling mode. The agent will be asked to enter their agentID XXX value and then they can type in or have a stored number auto-dialled for them (outbound) to call their customer.

Things to consider

Although agent call return allows you to bring Paytia into a phone call at the point of payment it also brings up some technical design considerations for the telephone system transferring calls to Paytia.

  1. How do you stop calls from being distributed to the agent when the transferred call is released from the agent's phone?
  2. How will you ensure the call leg out to Paytia is not recorded (it will have the cardholder and their credit card data on the call)?
  3. How will Paytia get a call back to the agent? - Paytia needs to store a direct dial number for the agent to be able to call them back.
  4. Will the call path be completed over PSTN or SIP?

Paytia can assist with telephony design so please ask us any questions at techsupport@paytia.com 

We can find you the best solution.


callagentreturn

More in Configuration

Adding custom fields to capture more payment information

How do I add fields to send additional custom values to Paytia and a payment gateway? Note: Custom fields is an additional licence. If you require this please contact sales@paytia.com Paytia has now introduced Custom fields as an additional licence ...

Can I have more than one merchant ID?

Adding Multiple Merchant IDs to the Agent Capture Assist Form Agent Capture Assist enables businesses to process payments for multiple Merchant IDs under the same payment gateway. This functionality provides flexibility for businesses managing ...

Can I send my customer a payment receipt?

Sending a Customer Payment Receipt Using Paytia Paytia allows you to email payment receipts directly to customers after a successful transaction. Follow these steps to activate and use the payment receipt functionality. 1. Setting Up the ...

Can we add account numbers?

Adding multiple account numbers and linking them to the payment gateway The Account number sections allow our merchants to build up two part account numbers i.e. our account number always start ACC then they continue either 001, 002, 003 or CC1. The ...

Controlling the International dial prefix on Paytia telephone numbers

Controlling the international dial prefix for phone numbers is available in the Settings > International dial prefixes sub-menu. This control page allows you to quickly add any country you want to use on the Paytia platform for inbound call divert or ...

Create and manage Campaign eForms

Campaign eForms Overview The Manage Campaigns feature enables merchants to create and manage targeted campaigns for donations and payment collections. This functionality is available through two license options: Single Campaign Management: Create ...

Still need help?

Our support team is here to help. Submit a ticket and we'll get back to you within one business day.