Merchant services OS

AI-native merchant infrastructure

82% activation rate
Automation builder

Trigger-action workflows for ISO operations

Build automations for instant lead follow-up, missing document reminders, underwriting routing, activation stalls, residual alerts, and support escalations.

Active automations36Lead, docs, activation, residuals
Runs today1,28499.1% success rate
Paused rules4Need owner review
Manual tasks saved312Last 30 days
Active

Instant lead qualification

TriggerLead submitted
Send SMSSend emailCreate CRM recordOffer calendar slots
Active

Missing document reminder

TriggerDocument missing for 24h
Send reminderNotify repUpdate onboarding status
Review

Activation stall escalation

TriggerNo transaction after 5 days
Send SMSOpen support ticketAlert sales rep
Active

Residual churn alert

TriggerVolume drop over 30%
Flag accountNotify ISO ownerCreate save task