Skip to main content

Use the Paytronix Digital Agent

Say goodbye to waiting and hello to instant solutions!

M
Written by Matt Ford
Updated this week

Our powerful Access Digital Agent chat bot makes managing your tasks faster, easier, and more enjoyable. Solving your questions instantly and keeping your workflow smooth and efficient.

  • Instant Solutions: No more waiting - get your answers immediately.

  • Seamless Workflow: Quickly resolve common queries and keep your processes flowing effortlessly.

  • Always Ready: 24/7 support - day or night, we're here to help!

Prefer a video guide? This short video walks through using the Paytronix Agent to get help and connecting with a Support Specialist if the Agent cannot answer your question.
​

Open the Paytronix Digital Agent

To use the Paytronix Agent, follow the steps below:

  1. Within Paytronix, open the messenger icon in the bottom right

  2. The Paytronix Digital Agent window will open in the bottom right, with options including:

    • Recent message - to see your most recent conversation.

    • Ask a Question - to start a conversation.

    • Service & maintenance updates - to view the Access products status page.

    • Go to the support portal - to view online articles and access the Customer Success Portal.

    • Home - to see the main screen.

    • Messages - to review all of the messages you have sent.

    • Help - to find specific Help Center articles

    • Cross in the top left corner - to close the Digital Agent screen.

Start a Conversation

  1. Select Ask a Question.

  2. In one message, write what you need help with today and press send.

πŸ€“Tip: Please include as much information as possible to help the agent fully understand the issue and if possible give examples or attach documents to the conversation using the paperclip symbol.

Getting the Best Results

For the most accurate answers:

  • Be specific about what you need.

  • Include details such as account type or feature.

  • Rephrase or ask for more detail if the first answer doesn’t fully resolve your query.

  • Follow up with additional questions if needed.

Review the Response

The Access Digital Agent provides immediate, detailed responses, often accompanied by helpful links.

Within the response, you will notice numerical indicators. These represent clickable links that will direct you to relevant articles on the topic, as shown below:

Need Extra Help? We're Here for You!

While the Paytronix Agent can answer many common questions instantly, there are times when you need to speak with a member of our team.

To connect with a human agent: Simply say "I need to speak with someone" or "Connect me to an agent" in the messenger. The Paytronix Agent will ask 1-2 quick questions to route you to the right specialist, then connect you directly.

Our support team is available 24/7 for assistance.

Need to involve your team? Support can convert any conversation to email format so you can CC colleagues. Just let them know!

Other ways to reach us:

  • πŸ“ž Phone: 617.649.3300 x1

  • πŸ“§ Email: [email protected] (available through March 31, 2025)

Did this answer your question?