Setting up PCI Pal Secure Payments with Zoom Virtual Agent
The PCI Pal Secure Payments integration for Zoom Virtual Agent enables secure, AI-driven payment workflows directly within your virtual agent. When a customer interacts with a virtual agent through voice or chat and needs to make a payment, the virtual agent can invoke the PCI Pal tool to generate a secure payment link. This link is delivered to the customer through SMS, email, or as a clickable link in chat and allows users to complete the payment on PCI Pal's secure hosted page.
The virtual agent handles the conversational flow while PCI Pal manages the secure payment processing. The virtual agent does not receive, process, or store payment card data at any time.
Requirements for setting up PCI Pal Secure Payments with Zoom Virtual Agent
Limitations for PCI Pal Secure Payments with Zoom Virtual Agent
There is currently no feedback loop between PCI Pal and Zoom Virtual Agent. Once the payment link has been sent, the virtual agent is not automatically informed whether the payment was completed successfully.
How to install the PCI Pal app from the Zoom Marketplace
The PCI Pal Secure Payments integration requires a Marketplace app to be installed and authorized on your Zoom account.
Note: This is a separate app from the Zoom Contact Center PCI Pal app and must be installed separately.
- Sign in to the Zoom Marketplace with your Zoom account.
- In the top-right corner of your screen, enter PCI Pal Secure Payments, Zoom Virtual Agents in the search box to find the app.
- Click Add.
- Enter the PCI Pal account information provided by your PCI Pal representative to complete the setup.
- Once the workflow is complete, verify that the connection status shows as active.
How to sync the Marketplace tools in AI Studio
After installing the app, sync the tool templates in AI Studio so they become available to your virtual agents.
- Sign in to the Zoom web portal as an admin.
- In the top-right corner, click your profile picture or initials, then click Admin Center.
- In the side menu, click Product configuration
. - Click AI Studio then Tool Templates.
- Click the Marketplace tab.
- Below the agent type drop-down, click Sync.
- After the sync completes, search for the PCI Pal app to confirm the tool template is available for your voice and chat agents.
How to add the PCI Pal tool to a skill
Zoom Virtual Agent provides the payment experience by invoking the PCI Pal tool from within a skill. To add the tool to a skill:
- Sign in to the Zoom web portal as an admin.
- In the top-right corner, click your profile picture or initials, then click Admin Center.
- In the side menu, click Product configuration .
- Click AI Studio then Virtual Agents.
- Create or edit an existing voice or chat agent.
- Scroll down to the Skills section and click Create skill.
- Enter the forward slash / key to open the variable, tool, and skill menu.
- Select Tool, then scroll down to locate the PCI Pal marketplace entry.
- Select PCI Pal - Create a Payment Link from the menu.
- Enter a name and description for the tool.
- Configure the parameters and responses using the reference tables below.
Parameters
Parameters serve as inputs to the PCI Pal tool to generate a payment session. These inputs can be configured as static values, mapped from variables, or collected through the LLM.
| Name | Required | Description |
|---|
|
flowId
| Yes | The unique flow ID for your PCI Pal payment workflow, provided by PCI Pal. |
| AmountInMinor | Yes | The payment amount. |
| reference | Yes | The payment reference (for example, an order number). |
| firstName | Yes | The customer's first name. |
| lastName | Yes | The customer's last name. |
| addressLine1 | Yes | The first line of the customer's address. |
| addressLine2 | No | The second line of the customer's address. |
| townOrCity | Yes | The customer's town or city. |
| stateOrCounty | No | The customer's state or county. |
| postcode | Yes | The customer's postal code. |
| email | Yes | The customer's email address. |
| phoneNumber | Yes | The customer's phone number. |
Capturing the customer's phone number and email address enables delivery of the payment link. You can combine the PCI Pal tool with the SMS and/or Email tool to send the link to the customer. This is particularly useful for voice agent use cases.
Responses
DigitalSessionLink: The secure payment session link that must be sent to the customer.
Use the SMS or Email tool to send the DigitalSessionLink to the customer using the phone number or email address captured during the engagement.
This integration sends a payment link to the customer who completes the payment through their web browser. It does not support verbal payment card entry or DTMF input through the virtual agent.
