AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Chloe.ai PCI Compliant Payments for Phone calls, SMS, WhatsApp and Email

Secure way to capture payments via your customers' favorite channels

Overview

See How Chloe.ai PCI Compliant Payments for Phone calls, SMS, WhatsApp and Email Works

  • PCI compliant to reduce liability. Payments can be taken from several channels without agents handling sensitive customer financial data.

  • Free to use and install. Easy to setup and customize. Customize the email account, email body, greetings/closing and phone number used for transactions. Available for Credit card and ACH payments.

  • Get paid faster by allowing users access to their favorite channel while documenting transactions in Salesforce. Chloe offers registered users a one message checkout.

Get paid faster with Chloe.ai by enabling payments via SMS, Phone Calls, Email, Whatsapp and Mobile Web. With our free Chloe.ai SF app, your customers can easily pay via their favorite channel without a SF user handling any sensitive financial data. It is PCI compliant Salesforce integration built with Stripe and Twilio. The app is highly customizable but contact us if you need assistance. Registered users can pay for an opportunity with a one message checkout.

Categories

Business Needs
Payments Processing
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package