Payment / Intake Tools
Payment Link Assistant
Walk every customer to the right payment link — no wall of options, no friction at the exact moment money changes hands.
StripeSquareChatbotIntake
payment-link-assistant.app
The problem
When you sell more than one thing, customers get confused about what to pay for. A wall of links creates friction right at the moment of purchase.
What it does
- Asks a few simple questions to understand the need
- Points the person to the correct payment or booking link
- Captures intake details alongside the payment path
- Reduces back-and-forth before money changes hands
Example workflow
- 1A visitor says what they want help with
- 2The assistant narrows down the right offer
- 3It hands over the correct, pre-filled payment or booking link
- 4Intake answers are saved for the follow-up
Example use cases
- Service businesses with several offers or tiers
- Booking flows that need a little qualification first
- Cutting 'which one do I buy?' support messages
Ways it can be customized
- Map your own offers, questions, and routing logic
- Use your existing payment or scheduling provider
- Add intake fields that flow into your CRM
What you can expect
Less manual copying
Faster follow-up
Cleaner handoffs
Fewer missed details
A reusable workflow
Easier reporting