Support Is Where Portfolios Are Kept or Lost
Merchants leave over unanswered emails, not basis points. When support lives in a shared mailbox, tickets get lost, nobody knows who owns what, and the same "how do I refund" question is answered from scratch every week.
FloPay gives every partner a help desk scoped to their own portfolio. Merchants file tickets from their dashboard and see the status. Partner staff see their merchants' tickets and nothing else. Everyone on a ticket is emailed when it is created, resolved or gets a note.
What You Get
Ticketing
- Statuses: New, In Progress, Resolved
- Priorities: Low, Medium, High, Urgent
- Categories: General, Billing, Technical, Account, Bug
- Assignee, CC list, tags, notes and attachments
- Field-level audit history on every ticket
- Email notifications to everyone on the ticket
Intake & Scope
- Email-to-ticket with reply threading by message headers
- Automatic triage tags such as BILLING and URGENT
- Merchants file and view their own tickets
- Partners see tickets from their whole portfolio
- Knowledge base articles for the AI assistant to cite
- Daily cap and secret filtering on AI replies
Meet Carson
Carson is FloPay's AI support agent, built on Claude. When enabled, it reads a new ticket, checks your knowledge base, the merchant's previous tickets and their live account data, and takes one of three actions: answer with cited sources, acknowledge and hand off to a person, or stay quiet. It never promises refunds, it is limited to the ticket's own business, and it posts at most three notes a day. Carson is in beta and off by default; ask sales to enable it for your portfolio.
Give your merchants a real help desk
Turn on ticketing for your portfolio and route your support address to it in a day.
Talk to SalesFrequently Asked Questions
-
Can merchants see each other's tickets?
No. Merchant users see only tickets for their own business. Partner users see tickets across their portfolio. Super users see everything.
-
How does email-to-ticket work?
Point your support address at FloPay. Inbound mail becomes a ticket with its attachments, and replies are threaded onto the existing ticket using the email headers.
-
Is Carson available now?
Carson is in beta and disabled by default. Contact sales to enable it and set up your knowledge base.
Talk to Sales
Tell us a little about your business and a FloPay specialist will reach out.
Sales:
Location:
8 The Green, STE B
Dover, Delaware, 19901
Privacy & Terms:
Request a support desk demo
Fill this out and a FloPay specialist will reach out, usually the same business day.