Via Agent Link Generator

The Agent Link Generator is a specialized tool designed for high-volume link creation by teams such as call centers and field agents. This customized interface is optimized for groups that need to generate massive amounts of payment links efficiently throughout their workday.

Note: This is a paid feature.

Creating a Personalized Link Generator

Navigate to your Payment Links menu
Select "Agent Link Generator"
Click "Create new link generator"

Generator Configuration

When creating a new link generator, you'll configure the following settings:

Generator Name - Your internal name for this generator
Generator Title - The name displayed to staff members at the top of the link generator interface
Instructions - Agent guidance that supports Markdown formatting (useful for scripts, pre/post-task instructions)
Link Expiry - Set expiration up to 90 days, configurable in minutes or days
Editable Flag - Controls whether agents can override the link expiry. If unticked, links expire as per the configuration. If ticked, agents can modify the expiration (e.g., field agents offering quotes can say "this quote expires at 5pm today")
Poll for Customer Action - Shows "Waiting for customer" spinner and tracks customer progress
Show Shuttle Reference - Displays Shuttle's internal payment ID on successful transactions
Show Gateway Reference - Displays the payment processor's ID (Stripe, Adyen, etc.) for integration with other systems
Show History - Provides access to recently created links via a history option
Login Required - Default authentication method
Session Duration - Control how long users stay logged in on a browser (configurable in minutes or days)

Once you've created a payment link generator, you can either use it immediately or press "Edit" to further customize it.

The Agent Generator view provides the following options:

View - Use the Link Generator immediately
Copy - Copy the URL to clipboard for bookmarking or sharing
Pause - Temporarily disable the generator while preserving its URL
- Once paused, you can Resume to reactivate it
- Or Delete to permanently remove it (irreversible action)

The edit screen contains three sections:

Basic Settings - The configuration settings described above
Payment Link Standard Settings - Customize the payment link fields
Payment Link Additional Data - Premium feature available on enterprise plans with Shuttle agreement

Payment Link Standard Settings

This section allows you to customize which fields appear in your link generator. Most fields can be configured as:

Hidden - Field doesn't appear to the user
Fixed - Predetermined value that's the same for every user
Optional - User can enter but isn't required
Required - User must enter as a mandatory field

Available Fields

Link Title - The heading displayed to customers. Defaults to your merchant name but can be customized.
Personalized Entry - A personalized message to the payer.
Action - Choose between: Payment (standard transaction), Auth (blocks funds without transacting - requires manual capture via Activity View), or Tokenized (captures payment method only without any payment)
Currency - Payment currency selection.
Amount - Payment amount.
Reference - Transactional reference field.
Order Description (optional) - Allows customers to add comments (e.g., color, size preferences). You can provide instructions in the Personalized Entry field.
Save Card - Control card saving behavior: User selects (customer chooses), Always save, or Never save
Customer ID - Customer identifier field
Customer Name - Customer name field
Customer Email - Customer email address field
Customer Phone - Customer phone number field
Skip Receipt - Bypass receipt page and redirect directly to success/pending URLs
Success Message (optional) - Message displayed on receipt page after successful payment (e.g., access codes, next steps)
Pending Message (optional) - Message shown when transaction is still processing. Use to advise against provisioning services until payment confirmation
Success URL - Redirect destination after successful payment
Pending URL - Redirect destination when payment is submitted but not yet fully authorized

Payment Link Additional Data

The Payment Link Additional Data feature allows you to add custom questions that get stored in the payment link's state. This data can be accessed in three ways:

Programmatically - Via API access
Automation Software - Through integrations like Zapier or Make.com
Field Population - Use collected data to fill other fields automatically

For example, you might ask customers for their booking reference and automatically populate it into the transaction reference field.

Adding Custom Data

You can add information in two ways:

Request Information - Prompt users to enter data:

Configure a field name (what the user sees)
Set a key for storage in the state
For Zapier/Make integrations, use keys state0-state9

Hardcode Information - Set fixed values:

Define a key for the data
Set the value to be stored
Example: Set state0 = "DEBT_WORKFLOW" so your Zapier workflow can easily identify relevant transactions

Referencing Data in Fields

Use the syntax {{key}} to reference additional data in any payment link generator field:

Single Reference: {{state1}} (if state1 contains booking reference)
Combined with Text: "Your booking {{state1}}"
Multiple references: "Order {{state1}} for {{state2}}"

This allows dynamic content based on the data collected or hardcoded in your additional data configuration.