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Let your phone agent check payments, invoices and balances in HitPay

HitPay handles payments, invoices and payouts for many small businesses. Connect your HitPay account to AgentCalls and your agent can look up payment requests, charges and invoices while it talks to a customer. It can also check your balances and account status when you need a quick answer. Your agent reads from HitPay during the call, so customers get accurate answers without waiting for someone to check the dashboard.

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What your agent can do with HitPay

  • Look up a payment request and tell the customer its current status
  • Find a customer's recent charges by date, amount or customer
  • Find invoices by customer email or merchant reference
  • Check available, pending and deposit balances by currency
  • Confirm your HitPay account verification and bank-account readiness

HitPay exposes 15 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks about a payment

  1. Caller

    Hi, I paid for my order on Tuesday but I never got a confirmation. Can you check?

  2. Agent

    Sure. Can I have the email address you used at checkout?

  3. Caller

    It's lena.morales@gmail.com.

  4. Agent

    Thanks, Lena. I can see a charge of $84.50 from Tuesday that completed successfully. I'm sending the receipt to that email now.

Invoice follow-up

  1. Caller

    I'm calling about invoice INV-2207. Did the payment go through?

  2. Agent

    Let me check that for you. Invoice INV-2207 is still unpaid. It was sent to accounts@brightlinedesign.co.uk on the 3rd.

  3. Caller

    Oh, I thought we settled that. Can you resend it?

  4. Agent

    Of course. I've resent the invoice for £1,240.00. Let me know if you'd like to pay by card over the phone.

Owner checks the day's balance

  1. Caller

    Can you tell me what we have available to pay out today?

  2. Agent

    Your available balance in USD is $3,912.67, and $450.00 is still pending from this morning's charges.

  3. Caller

    And is the bank account fully verified?

  4. Agent

    Yes. Your business verification and bank account are both complete, so payouts can go ahead as usual.

How to connect HitPay

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect HitPay

    From Integrations in the dashboard, choose HitPay and enter the connection details from your HitPay account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the HitPay actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does this work during the call or after it?

Both. Your agent can look up HitPay records while a call is live, and it can also work through follow-ups you set up in the AgentCalls dashboard.

What do I need to connect HitPay?

You need an active HitPay business account. Add your HitPay credentials from the HitPay settings, then sign in to the AgentCalls dashboard to finish the connection.

Which AgentCalls plan includes HitPay?

Tool integrations, including HitPay, are included from the Growth plan.

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Put your agent to work with HitPay.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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