What's available in your Paytronix customer portal
We've updated your resource experience within the Paytronix customer portal to provide faster, more accurate assistance:
Paytronix Assistant focuses exclusively on your loyalty program data and performance insights
Paytronix Agent handles all product knowledge and feature guidance questions
Resource Center has been removed to avoid confusion - see the table below for new locations of these resources
This change ensures you get specialized support tailored to your specific needs.
Where to find former Resource Center items
Item | New Location |
Help Center | Upper right corner of Paytronix customer portal |
System Status | Help Center home page |
Release Notes | Help Center home page |
Client Academy | Help Center home page |
Software Downloads | Paytronix website: |
API/Developer Documentation | Developer portal: |
Paytronix Assistant - Your data insights partner
Paytronix Assistant remains your go-to tool for understanding loyalty program performance and guest behavior data.
What Paytronix Assistant can help you with
Campaign performance insights
Campaign effectiveness metrics and comparisons
Revenue impact analysis from specific promotions
Campaign timing and frequency recommendations
Guest behavior analytics
Visit and spend patterns across time periods
Guest engagement trends by location or demographics
Reward accrual and redemption behaviors
Real-time performance tracking
Daily, weekly, monthly, and annual loyalty metrics
Store performance comparisons
Email campaign statistics and engagement rates
How to access Paytronix Assistant
You'll find Paytronix Assistant in the same location as before - click the robot icon in the lower right corner of your portal screen.
Getting the best results from Paytronix Assistant
Ask specific, detailed questions using natural language. The more context you provide, the better your results will be.
Effective question examples:
"How many one-day campaigns have run in the last year?"
"Which campaign drove the most spend within the first seven days?"
"Which day of the week are loyalty members most engaged?"
"What is my top selling online ordering menu item?"
"How many marketable members do I have?"
"Which of my stores are performing the best?"
Required permissions for Paytronix Assistant
To use Paytronix Assistant, you must have:
Access to see Paytronix Analytics
Access to see data for all stores
If you only have store-level permissions, you won't be able to access Paytronix Assistant.
Paytronix Agent - Your product knowledge expert
Paytronix Agent is your resource for product features, functionality questions, and step-by-step guidance.
What Paytronix Agent can help you with
Paytronix Agent is always ready to provide quick and accurate answers to your general inquiries. Whether you need assistance with platform navigation, troubleshooting, or how-to steps, Paytronix Agent is a reliable source of information and guidance.
Product feature guidance
How-to instructions for platform features
Navigation assistance through the portal
Feature explanations and capabilities
Setup and configuration support
Account setup procedures
System configuration guidance
Menu and product management
Troubleshooting support
Common issue resolution
Error message explanations
Platform connectivity problems
Process documentation
Step-by-step workflows
Best practice recommendations
Policy and procedure clarification
Example questions you can ask:
"How can I add calorie counts to my online ordering menu?"
"How do I order gift cards?"
"How do I set up email notifications for my campaigns?"
"What's the difference between points and visits in my loyalty program?"
"Why isn't my campaign showing up in the portal?"
How to access Paytronix Agent
Paytronix Agent appears as a chat widget within your portal interface.
Using Paytronix Agent
Step 1: Open Paytronix Agent
Log into your Paytronix portal
Look for the Paytronix Agent chat widget on your screen
Click the chat widget to open the conversation window
Step 2: Ask your question or Search for help
Questions
Click on Ask a Question
Type your question in the chat box using natural language
Be specific about what you need help with
Press Enter or click Send to submit your question
Tips for effective questions:
Include specific feature names when possible
Mention the area of the platform you're working in
Describe what you're trying to accomplish
Step 3: Review the response
Read Paytronix Agent's response carefully
Follow any step-by-step instructions provided
Check out the citations that will appear as numbers within the text.
Hover over a citation to see the source article title and a hyperlink.
Click the hyperlink to view the article content from within the Paytronix Agent window.
Paytronix Agent will provide detailed answers with relevant screenshots and links to help articles when available. Paytronix Agent will ask clarifying questions to ensure you receive the most relevant guidance for your situation.
Search for Help Articles
If you'd like to search our Help articles, from within the Paytronix Agent, click on Search for help. You can now search through our article Collections, separated by topic, or you start typing what you are looking for and Payronix Agent will provide suggested articles.
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Connect with Paytronix Support through Paytronix Agent
If Paytronix Agent can't fully address your question, you can request to speak with someone or open a support case.
Step 1: Request human support
Type a message asking to speak with someone or open a case. You can do this within an existing chat or start a new chat.
Use phrases like "I need to speak with someone" or "Can you open a support case for me?"
Paytronix Agent will recognize your request for human assistance
Note: If you open from a new chat, please provide details on why you wish to open a case.
Step 2: Confirm case creation
Paytronix Agent will prompt you with a confirmation asking if you wish to open a case
You'll see Yes and No buttons appear in the chat
Click Yes to proceed with opening a support case
Click No if you want to continue with Paytronix Agent
Step 3: Case creation and notification
If you clicked Yes, a support case will be automatically opened for you
Your case details will be emailed directly to you
The case will include your conversation history with Paytronix Agent
Support will contact you according to your service level agreement
The support case opens automatically with context from your conversation, so you don't need to repeat your question when support contacts you.
Choosing the right AI tool for your needs
Use this guide to determine which assistant to contact:
Question Type | Use this AI Tool | Example Questions |
Data and performance insights | Paytronix Assistant | "What was my best performing campaign last quarter?" |
Campaign metrics and analytics | Paytronix Assistant | "Which day of the week are loyalty members most engaged?" |
Guest behavior analysis | Paytronix Assistant | "Which menu items drive the most loyalty visits?" |
Product features and how-to guidance | Paytronix Agent | "How do I set up a new rewards tier?" |
Technical troubleshooting | Paytronix Agent | "Why isn't my campaign showing up in the portal?" |
Platform navigation help | Paytronix Agent | "How can I add calorie counts to my online ordering menu?" |
For additional assistance, please contact your solutions consultant or customer success manager, or open a case with Paytronix Support.