Payment Plan
Making a payment process easier helps both your customers and team save time. Because it’s one of the heaviest volume queries most of the time in Finance.
Payment Plan Flow
Customer requests to make a payment or set up a payment plan for outstanding balances or loans. If the customer is not authenticated or verified, an authentication or verification flow should be triggered first. Then the bot asks for relevant information such as:
- Account details
- The amount owed
- Preferred payment schedule.
- Preferred payment method…
Once the information is provided, the bot generates a payment plan and provides further instructions for completing the process by making an API call. If it’s a making a Peyment query, then a secure payment link should also be provided.
If the user has questions or concerns, the bot can provide further information or connect the user to a live agent.
Design
This is a typical design for a payment plan flow within a bot:
