Guidez identifies merchants without connected payment methods and shows a payment setup checklist — with guided gateway selection based on their country and business type.
Gateway-specific tours (Stripe Connect, PayPal Business, Square) guide merchants through OAuth connection, bank account verification, and business identity confirmation.
Tours explain payout schedule options, bank account connection, and currency settings — the decisions merchants most frequently get wrong and then need support to fix.
A verification step guides merchants through running a test transaction and confirming payment processing is active — giving confidence before their first real sale.
Step-by-step Stripe Connect setup — OAuth authorization, identity verification, bank account connection, and payout schedule configuration — with contextual help at the verification steps that most often cause abandonment.
Tours walk merchants through micro-deposit verification, instant bank verification, and document upload for business accounts — eliminating the "I don't understand what they're asking for" dropout.
Guided tour through currency selection, international payment enablement, and cross-border fee disclosure for merchants selling internationally.
A test transaction checklist confirms payment processing, receipt delivery, and payout configuration are all working before the merchant launches their store.
Describe your payment integration setup flow in plain English — AI builds every step, copy, and selector in seconds. No engineers needed.
Persistent checklists track every milestone in your payment integration setup — with completion events that sync to HubSpot, Salesforce, and Slack automatically.
Show the right flow to the right user based on role, plan, company, or any custom attribute. eCommerce & Retail SaaS-specific targeting rules built in.
A trained AI chat widget answers user questions 24/7 about your payment integration setup — deflecting support tickets at the moments of highest friction.
Targeted banners and tooltips appear at exactly the right moment during payment integration setup — contextual, non-disruptive, and trackable.
Step completion rates, drop-off points, and time-to-activation for every stage of your payment integration setup — actionable data in a single dashboard.
Other eCommerce & Retail SaaS workflows