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features
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support

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Description

Microsoft has introduced Copilot Checkout and Brand Agents, innovative AI-enhanced commerce features aimed at streamlining the customer journey from exploration to purchase, allowing users to discover, evaluate, and finalize transactions within an AI chat without leaving the conversation, all while ensuring that merchants retain oversight of the sale and customer interactions. The Copilot Checkout feature integrates a seamless conversational shopping and payment process into the Microsoft Copilot AI platform, enabling customers to inquire about products, receive tailored recommendations, compare choices, and finalize purchases directly within the chat interface, eliminating the need for redirects and enhancing the user experience, with payment processing managed through established partners such as PayPal, Shopify, and Stripe. Additionally, Brand Agents serve as AI-driven shopping assistants that merchants can implement on their own websites, initially through platforms like Shopify and Microsoft Clarity, to offer personalized brand-centric conversational support, address customer inquiries in the brand’s unique tone, and assist visitors in navigating inventory and overcoming concerns. This combination of tools not only enhances the shopping experience but also empowers brands to maintain their identity and engage customers more effectively.

Description

The Payitiv CRM Merchant System is a comprehensive agent and merchant portal designed to optimize processes related to sales, onboarding, support, and residual management for payment service portfolios. This system empowers agents to efficiently oversee their sales pipeline, craft professional rate-comparison proposals in various formats, and quickly generate electronic contracts, which significantly enhances the speed of merchant acquisitions. By automating residual calculations and portfolio monitoring, agents can dedicate more time to selling rather than managing spreadsheets. Additionally, the platform provides a merchant tracker that offers real-time insights into how potential clients interact with websites, the performance of existing customers, and identifies accounts that may be inactive. The suite of lead-management tools features SMS outreach capabilities, customizable reporting for lead fields, and automatic notifications for team members as deals progress through different stages, ensuring that agents remain informed and proactive throughout the sales cycle. Overall, this integrated system significantly boosts efficiency and effectiveness in managing payment service portfolios.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Fiserv
Microsoft Clarity
Microsoft Copilot
PCS
PayPal
Paysafe
Shopify
Stripe
TSYS

Integrations

Fiserv
Microsoft Clarity
Microsoft Copilot
PCS
PayPal
Paysafe
Shopify
Stripe
TSYS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

about.ads.microsoft.com/en/blog/post/january-2026/conversations-that-convert-copilot-checkout-and-brand-agents

Vendor Details

Company Name

Payitiv

Founded

2020

Country

United States

Website

isoagentservices.com/payitiv-crm-merchant-system/

Product Features

Product Features

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Alternatives

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