Merchant services OS
AI-native merchant infrastructure
AI Sales Agent
Lead qualification and instant engagement
Respond to inbound merchants, classify verticals, qualify volume and risk, book appointments, assign reps, and push structured records into the CRM.
Qualified lead inbox
Silverleaf DispensaryWebsite chat
Score ANeeds cashless ATM and PIN debit for $180k monthly volume.
Urban Smoke ShopMeta lead
Score BCurrent provider terminated account; wants high-risk options.
Sunset MarketSMS
Score BComparing POS and credit processing rates for retail store.
North Valley WellnessGoogle Ads
Score CCannabis startup without current processing history.
Live qualification transcript
We process around $180k a month and our cashless ATM provider is shutting us down.
I can help route you to the right cannabis payments workflow. Are you looking for cashless ATM only, PIN debit, or both?
Both if possible. We can send statements today.
Great. I created your merchant record, flagged cannabis routing, and sent a secure document request.
Agent workflow
Sales qualification playbook
Capture vertical, monthly volume, average ticket, current provider, and urgency.
Match the merchant to cannabis, high-risk, PIN debit, ACH, credit, ATM, or POS workflow.
Offer available Cal.com slots and assign the best-fit rep based on vertical and product.
Send SMS and email follow-ups when merchants stall before application start.