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Financial Services

Merchant support for credit card companies and payment processors

How PayAssist is transforming merchant support for credit card companies

Powered by CX-Assist

Instant

Resolution

24/7

Availability

PCI DSS

Compliance

The Challenge

What PayAssist was up against

The Wider Problem

For credit card companies and payment processors, merchant support is a high-volume, high-frustration contact channel. Merchants calling about missing transactions, incorrect charges, disputed settlements, billing discrepancies, and statement queries expect fast, accurate answers — and they expect them now. A merchant who can't reconcile their terminal income at month end isn't just frustrated, they're losing trust in their payment provider.

The traditional model — call centre agents working from knowledge bases, manually looking up transaction records, escalating to back-office teams — was slow, expensive, and inconsistent. Average handle times were high, first-call resolution rates were low, and agents spent the majority of their time on repetitive, data-driven queries that required no human judgement whatsoever.

At the same time, the volume and complexity of merchant enquiries was growing. More payment methods, more transaction types, more reconciliation complexity — and merchants with less patience than ever for being put on hold.

The question was whether AI had matured enough to handle the nuanced, data-sensitive world of payment queries reliably, compliantly, and at the scale that card companies needed.

The Solution

PayAssist was built to answer that question — a dedicated AI-human hybrid merchant support service for credit card companies and payment processors, built on the CX-Assist technology platform.

The CX-Assist platform's AI-human hybrid model was central to the approach. Payment queries sit on a spectrum — from entirely routine and data-driven at one end, to complex, disputed, and relationship-sensitive at the other. Rather than forcing everything through either a human agent or a rigid IVR, CX-Assist intelligently routes each interaction to the right resource at the right moment.

The CX-Assist platform handled the technology complexity — integration with payment data systems, compliance with PCI DSS requirements, and intelligent routing logic — allowing PayAssist to focus on merchant relationships and resolution quality.

By building on CX-Assist's infrastructure, PayAssist is able to handle the full range of merchant support queries, including:

Fully AI-handled query types:

  • Missing transaction queries — instant lookup and status confirmation against payment records
  • Settlement timing questions — automated explanation of settlement cycles, cut-off times, and expected payment dates
  • Statement and billing queries — line-by-line transaction clarification, fee breakdowns, and monthly summary explanations
  • Duplicate charge identification — automated cross-referencing of transaction records to identify and flag duplicates
  • Terminal reconciliation support — end-of-day and end-of-month reconciliation guidance against statement data
  • Refund status tracking — real-time status updates on pending and processed refunds
  • Chargeback status enquiries — automated updates on open chargeback cases and required documentation
  • Fee and rate queries — instant breakdown of interchange, processing, and scheme fees against contract terms
  • Account and contact detail updates — self-service amendments to merchant account information

AI-assisted, human-completed:

  • Disputed transactions requiring investigation — AI gathers all relevant transaction data and context before seamlessly handing to a specialist
  • Complex reconciliation discrepancies — AI handles the data retrieval and preliminary analysis, human agent completes the resolution
  • Escalated billing complaints — AI documents the full query history and account context, ensuring the human agent has everything they need before picking up

Impact

The Results

Since launching on the CX-Assist platform, PayAssist has delivered significant improvements in merchant support efficiency and satisfaction for its credit card company clients.

Merchants and payment providers using the PayAssist service report:

Dramatic reduction in average handle times for routine transaction and billing queries, with AI resolving the majority of enquiries without agent involvement

Improved first-contact resolution rates — merchants getting accurate answers on the first interaction rather than being passed between departments

Reduced agent workload on repetitive data-driven queries, freeing specialist staff for complex investigations and relationship management

Higher merchant satisfaction scores driven by instant availability and consistent, accurate responses

Reduced operational cost per contact — 24/7 merchant support delivered for significantly less than a traditional contact centre model

Why CX-Assist

“Merchant support sounds straightforward until you're dealing with the full complexity of payment data, reconciliation queries, and the occasional very unhappy business owner who can't find a transaction. CX-Assist gave us the intelligence to handle the routine instantly and the judgement to know when a human needs to take over. That combination is what merchant support actually requires.”

— PayAssist

The CX-Assist platform's ability to integrate with payment data systems, its PCI DSS-aligned compliance architecture, and its AI-human hybrid model made it the right foundation for a service operating in a regulated, data-sensitive financial environment — where accuracy is non-negotiable and merchant trust is everything.

PayAssist is powered by CX-Assist

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