What is an Agent ID?
An Agent ID ties each payment to the member of staff who took it, which is what makes reporting and auditing possible.
What is an Agent ID?
An Agent ID is a unique identifier that allows your business to track which member of staff processed a payment. It ensures accountability and provides a clear record of sales and payment activities.
Purpose of an Agent ID:
- Identify Staff: It links each payment to a specific sales agent.
- Accountability: Helps in maintaining records and auditing payment activities.
- Performance Tracking: Enables businesses to monitor the performance of individual agents.
Setting Up Agent IDs:
When you sign up for a Paytia account, you will be required to create agents for your staff. Each agent will be assigned an Agent ID to ensure payments can be attributed accurately.
Features of Agent IDs:
- Unique Identifier: Each agent gets a distinct ID for tracking purposes.
- Alpha-Numeric Support: Agent IDs can include both letters and numbers. This is particularly useful for businesses using custom telephony integrations that pass agent IDs directly to Paytia.
- Custom Integration: If you require a tailored solution to integrate telephony services with Paytia, contact techsupport@paytia.com for assistance.
Note:
Agent IDs play a crucial role in providing transparency and organization in your payment processes, making it easier to manage your team's activities and ensure seamless operations.
More in Troubleshooting
What is an OTP code?
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When I open the Paytia WebRTC dialler on my MAC in the Google Chrome browser it shows as full screen
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Why Aren't My Customer Details Appearing in Reports After Payment?
Nearly always because the payment went through Keyphone rather than Agent Capture Assist. Keyphone doesn't capture customer details, so there's nothing to report on.
Why can't my customer confirm the amount?
Their key presses aren't reaching us. This walks through the usual causes, from the handset itself to a carrier stripping the tones in transit.
Do I have to install software on my PC to take payments?
No. There's nothing to install. Agent Capture Assist runs in a browser, and the payment itself happens over the phone.
Gateway Error Messages: Understanding and Resolving Issues
What the common payment gateway errors actually mean — security violations, declines, malformed requests — and how to clear each one.
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