When a merchant or partner requests a bank account change through chat, follow the appropriate steps below based on the account type.
1. Standard Merchant/Partner Bank Account Change
- Acknowledge the Request
Respond to the merchant or partner’s request for a bank account change and let them know you’ll send them the necessary form. - Provide the Bank Change Link
Helpful Articles
- Dual Bank Account Change Request Form
- Merchant Bank Account Change Form
- Partner Bank Account Change Form
Use the Canned Response, Short code (BACR)
Of course, {{user.firstName}}, I can assist you with that. |
- Explain Next Steps
Inform the merchant/partner that they need to:- Complete the form and upload the required documents.
- Submit the form online.
- Closing the Chat
Let the merchant know that once they submit the form, a ticket will automatically be created in Freshdesk and assigned to Account Changes for further processing. Then, close the chat.