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Merchant owner using payment technology with AI-guided merchant-services support
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A Smarter First Step for Merchants

AI Max is the website's intelligent merchant-services assistant. Its purpose is to make the site easier touse, answer general questions, help identify the right payment solution, collect appropriate nonsensitive qualification information, and move the merchant toward the correct next step.
Quick Answer: What can AI Max do?
AI Max can explain merchant-services topics, ask general business questions, recommend the right section of thewebsite, help a merchant prepare an application, guide statement-analysis navigation, and schedule or route thevisitor to a human merchant specialist.

A Thank-You Page Should Keep the MerchantMoving Forward

1

Answer Questions
Explain merchantaccounts, processing,POS, online paymentsand mobile paymentsand related topics.

2

Qualify the Business
Ask general questionsabout industry, saleschannels, volume, ticketsize and current setup.

3

Route Intelligently
Direct restaurant, retail,e-commerce, healthcare,B2B and high-riskmerchants to the rightpath.

4

Guide Applications
Help merchantsunderstand applicationprogress and move intothe secure applicationenvironment.

5

Connect to Humans
Schedule consultations orhand off to a merchantspecialist when livereview is needed.

What AI Max Should Never Do

AI Max Handles

• General questions
• Initial qualification
• Navigation and routing
• Application guidance
• Appointment scheduling

SMARTHANDOFF

Human Specialist Handles

• Final recommendations
• Sensitive underwriting steps
• Pricing / placement review
• Document review
• Ongoing relationship support

Smart Qualification Without Making the Merchant Start Over

• Business name and general location
• Industry / merchant type
• Approximate monthly processing volume
• Average transaction amount
• Card-present, online, mobile or mixed payment channels.
• Current processor and general equipment / POS setup.
• Primary reason for visiting the site
• Best phone, email and callback preference

AI Max + Statement Analysis

When a merchant wants to review current processing costs, AI Max should guide the merchant to the FreeMerchant Statement Analysis page. The dedicated statement-analysis software performs the technicalreview. AI Max can explain the process, confirm the next step, and help the merchant schedule a specialistreview or begin an application after the analysis is available.

AI Max + Guided Application

AI Max can help the merchant understand what information is needed and reach a highly completeapplication before the live specialist takes over. Completion percentages should describe form progress only- never approval probability.

AI Max + GoHighLevel

• Create or update the GHL contact after appropriate contact information is submitted.
• Tag the lead by merchant type, source and major interest
• Store a concise qualification summary for the live specialist when technically feasible.
• Route appointment requests to the appropriate GoHighLevel calendar.
• Move leads into the correct pipeline stage based on verified actions.
• Avoid storing highly sensitive underwriting or payment data in ordinary GHL notes..

Frequently Asked Questions

Is AI Max a real person?
No. AI Max is an AI-powered website assistant designed to help merchants navigate services, answer generalquestions and reach the right human specialist when needed.
Can AI Max recommend a POS system?
AI Max can help narrow the category and features based on the merchant's business, but final hardware, softwareand integration compatibility should be verified before deployment.
Can AI Max analyze my merchant statement?
No. The dedicated statement-analysis software performs the technical review. AI Max guides the merchant to thatworkflow and explains the next step.
Can AI Max help fill out my application?
Yes. AI Max can help with general qualification and application guidance, while sensitive identity, banking andunderwriting data must be entered in the secure application.
Can I talk to a person instead?
Yes. AI Max should always make it easy to schedule a consultation, request a callback or move to a live merchantspecialist when appropriate.

Your Next Step Is Ready

Continue your application, ask AI Max, review your statement path, or schedule a merchant specialist.

CONTINUE APPLICATION | ASK AI MAX | SCHEDULE A SPECIALIST