Getting Started with Payments AI

Modified on Wed, 24 Apr 2024 at 04:03 PM

Getting Started with Payments AI 


To get started with Payments AI, click the + sign next to APPS from within your ClickFunnels workspace:



Find the Payments AI app under "recommended" and click on it:



 Then, click Add App:



You will then be presented with a login screen as shown below. If you have other existing Payments

AI organizations for which you already have created a login, please login with those credentials 

to move on. If you do not already have user login credentials for Payments AI, 

then click the "create account" link at the bottom:



For information on creating a user login please click here.


Once logged in, you will be taken to a simple, one page form as shown below:



*For list of Compliance Items that you will need on your funnel click here.


*For list of Restricted/Prohibited items, click here.


If you DO NOT sell any restricted items, be sure to select "Yes" in the form.


Once the form is completed and you click "Next Step", review the summary page to ensure the 

information entered is accurate, then click "Submit".



Once your account is successfully set up, click the blue button to Go to dashboard:


Congratulations! You are now connected to the Payments AI dashboard! You may now go to the 

gateways tab to apply for the Payments AI gateway (US & CA) and enjoy 0% gateway fees! Or, you 

can connect to any other gateway of your choice that is available.



Connecting a gateway is easy! Just click the connect button next to the gateway you want to 

connect to and follow the prompts. You can connect to one, or all of them!


Here is more about having multiple gateways connected: Multiple Gateways: How Does It Work?




***IMPORTANT Information Regarding Currency***


The currency you choose in your ClickFunnels workspace settings is the currency that your funnels 

will collect payments in. ClickFunnels only allows one currency per workspace and once any 

transactions are made on the account, the workspace currency is locked in and cannot be changed.



If you have any additional questions, please contact our Support Team by clicking the support widget 

in the bottom right corner of this page or email us at support@payments.ai.



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