Payment on Call

Last updated: October 7, 2026

Taking payment on a call

In a Recover Abandoned Checkout campaign, the AI agent can move the lead to a secure payment line. The lead enters the card details with the phone keypad. The agent does not take the card details.

How it works

The agent offers this option only when the lead clearly agrees to pay now. The agent states the total and asks the lead to confirm it. The agent then asks the lead to get the card ready.

When the lead is ready, the agent starts the transfer. The lead hears a payment line message. A robot voice asks for the card number, the expiry date and the security code. The lead has up to three tries to enter the card, and the line offers a retry after a failed payment. After the payment, the line returns the lead to the agent.

What you need

  • A Recover Abandoned Checkout campaign.

  • A Stripe account that Outcraft connects for you. Contact Outcraft customer support to do this.

  • A cart total and shipping details on each lead. The Shopify, NextCommerce and Klaviyo integrations send them.

If a lead has no cart total or no shipping details, the agent does not offer payment to that lead.

Turn on payment during the call

  1. Open your campaign, and go to Instructions.

  2. Find the section Offer & Incentives.

  3. Turn on Take payment during the call.

  4. Read the message below the toggle.

  5. If the message says that the payment processor is not connected, contact Outcraft customer support. Then click Check Connection.

  6. Wait for the message Stripe is connected and your secure payment line is ready.

When you turn on the toggle for the first time, Outcraft gets a US phone number for your payment line. Outcraft does this only in production.

To give a discount, click Add Discount Code in the same section. The agent can use only the codes that you add to the campaign.

Rules the agent follows

  • The total must match the cart total minus the agreed discount. If it does not match, Outcraft does not start the payment. The agent gives the correct total to the lead.

  • All amounts are in USD.

  • The line accepts Visa, Mastercard, American Express, Maestro, Discover, JCB, Diners Club and other listed card types. It does not ask for a postal code.

  • The lead has a maximum of three payment attempts.

What happens after the call

Outcraft creates an order with the status Pending payment before the transfer. The status then changes:

  • Paid: the payment succeeded. Outcraft records an attributed conversion with the order total as revenue.

  • Failed: the payment failed, or the transfer to the payment line failed.

  • Cancelled: the lead hung up on the payment line.

If the payment fails, the agent tells the lead. The lead must complete the purchase without the agent. Outcraft does not record a conversion for a test lead.

After a payment

Warning: Pull the payment information yourself. Outcraft does not send the payment details to you after a payment. You must get them manually from your payment account for each Paid order.

  1. Go to Analytics → Orders.

  2. Find the order with the status Paid.

  3. Click Details to see the price and the items. Open Payment Details to see the payment record.

  4. In your payment account, find the payment and pull the payment information that you need.

  5. Click Resolve when you finish the order.

Only a Paid order shows Resolve.

Card data and compliance

The lead enters the card on the payment line, not with the agent. The agent prompt tells the agent to never take the payment itself. You are responsible for the laws and card rules that apply to the payments that you take. Outcraft does not give legal advice.