Sales Mode

Pre-sales and onboarding workflow for owner. Demo-friendly with hardcoded values.

Pipeline Opportunities

Ready to Demo

Onboarding This Week

At Risk Deals

Frontend simulation only

Monthly Processing Volume ($)

Average Ticket ($)

Current Approval Rate (%)

Target Approval Rate (%)

Approval Lift

3.30%

Recovered Txn/Month

156

Recovered Revenue/Month

$14,850

Annual Impact

$178,200

Use demo data

Safe mode for live calls and walkthroughs

Demo profile active. No merchant-sensitive data shown.

Demo Checklist

1. Show role-based dashboard, 2. run exception remediation, 3. demonstrate rule publish workflow.

ROI Storyline

Lead with recovered approvals, then show operational time savings and governance confidence.

Buyer Pack

Include executive summary, policy controls, and implementation timeline in one export.

Capability Coverage (Frontend Planning)

NMI

Tokenized payment capture through frontend components (Collect.js / Payment Component).
Customer Vault IDs for recurring and future charges without storing raw card data.
Custom checkout APIs for transactions, subscriptions, and wallet-enabled flows.

TCB TAG

Platform integrations advertised for Sticky.io, Konnektive, Infusionsoft, and Flex Charge.
Processor network support listed for Global Payments, TSYS, Elavon, and WorldPay.
Gateway feature set highlights 3DS2, multi-currency coverage, and self-boarding.

PCI Scope Guardrails

Keep PAN entry and tokenization in gateway-hosted components, then operate on gateway tokens only.

Route repeat billing through vaulted payment IDs and avoid storing raw card fields in app state/logs.

Keep AI features focused on operational metadata (rates, declines, exceptions), not cardholder data.

Add dispute orchestration adapter points for Chargeflow and Chargeblast in the reporting layer.

Suggested talking points for current opportunity

Highlight projected annual impact of $178,200.

Emphasize governed rule workflows and exception handling as implementation risk reducers.

Position AI reporting as a decision support layer, not an automated payment decision engine.