Qualifies inbound leads, books calls, and routes merchants to the right processor path.

• Qualify vertical, volume, average ticket, current provider, urgency
• Match merchants to Cannabis, High-risk, PIN debit, Credit, ATM, or POS workflow
• Draft Cal.com slot offers and rep assignments

Collects documents, validates uploads, and assembles processor packets.

• Request voided checks, statements, licenses, ownership docs, signature packets
• Detect blur, expired licenses, business-name mismatches
• Map extracted metadata onto applications and processor packets

Tracks approved merchants from terminal shipment to first transaction.

• Send setup instructions and terminal walkthrough
• Detect stalled go-lives by monitoring transaction posting
• Escalate stalled merchants to the assigned rep

Triages tickets, drafts replies, and routes chargebacks to the right queue.

• Classify tickets by category, priority, and SLA exposure
• Draft replies pulling timeline + knowledge base context
• Route chargeback workflows and gather transaction evidence

Tracks document expiry, raises KYC gaps, and freezes sanctions hits.

• Track license + voided check + statement expiration
• Surface PCI reminders ahead of the merchant's deadline
• Flag adverse media and KYC gaps

Rolls up ISO-wide metrics, forecasts revenue, and coaches reps on conversion patterns.

• Roll up pipeline, residual, and activation metrics across the workspace
• Forecast residual revenue with a confidence band
• Surface conversion patterns and rep coaching opportunities