Merchant services OS

AI-native merchant infrastructure

82% activation rate
Dashboard module

ISO operating command center

Track merchant acquisition, underwriting friction, activation risk, residual growth, and AI agent work from one place.

Open pipeline$3.8M14% from cannabis and high-risk
Apps in underwriting278 need missing docs
Approved this month4112 pending activation
Residual trend+18%Month over month

Operating queue

  • Evergreen Dispensary$180k monthly volume, cashless ATM request
    Needs docs
  • Metro Smoke & VapeApproved, terminal shipment pending
    Activation
  • Northline WellnessNo first transaction after 5 days
    At risk
  • Atlas Auto GroupPIN debit pricing review requested
    Rep follow-up

AI activity

  • Sales Agent qualified new inbound leadCollected volume, vertical, provider, and booking preference.4 min ago
  • Onboarding Agent flagged unreadable voided checkReplacement request sent by SMS and email.18 min ago
  • Activation Agent opened stalled go-live taskMerchant approved but no transactions posted.31 min ago
Platform modules

Phase 1 workspace map

Dashboard

Command center for pipeline health, underwriting queues, activation risk, residual trend, and AI activity.

CRM

Merchant-native pipeline for leads, applications, documents, processor fit, and activation status.

AI Sales Agent

Lead qualification worker for instant replies, vertical detection, booking, assignment, and nurture.

Onboarding

Document collection, application status, missing requirement detection, and processor-specific routing.

Underwriting

Processor routing, risk checks, KYC review, missing evidence, and underwriting decision queues.

Residuals

Residual tracking, payout readiness, partner splits, churn signals, and revenue forecasting.

AI Command Center

Unified agent supervision for sales, onboarding, activation, support, compliance, and executive insight.

Support Tickets

Merchant support queue for activation help, chargebacks, terminal issues, and escalation handling.

Automation Builder

Trigger-action workflow builder for lead follow-up, document reminders, activation tasks, and residual alerts.

Documents

Secure upload intake for applications, statements, voided checks, licenses, and validation results.

Merchants

Unified merchant records with pipeline state, processor fit, documents, communications, and activation status.

Integrations

Twilio, Resend, and Cal.com connection health for messages, email, booking, and workflow events.

Activation

Equipment, setup milestones, first transaction monitoring, and stalled merchant escalation.

Open CRM