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Beta Feature: Pagos AI is currently in a closed Beta. Reach out to your Pagos Account Manager to request access.
Pagos AI has four primary application areas:

Data Analysis

Interpret payments data including approval rates, chargebacks, disputes, refunds, fees, and transaction volumes across multiple dimensions (e.g. processor, card brand, issuer country, etc.)

Product Support

Help users navigate the Pagos Insights platform and understand available features and tools

Payments Education

Define payments concepts and explain industry changes (e.g. Visa CEDP, interchange categories)

Insight Generation

Identify trends, shifts, and anomalies in payments performance with actionable recommendations
Alternatively, use the Pagos MCP Server to give your preferred AI agent real-time access to your Pagos account and query your payments data within that agent’s chat environment.

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Using Pagos AI

To initiate a conversation with Pagos AI:
1
Click Pagos AI in the top-right corner of your Pagos Service Panel to open a side panel containing the AI chat interface.
As you move around Insights, you can leave this side panel open.
2
If you’re not sure where to start, click Analyze Data. Pagos AI will review and summarize the data on whatever page of Pagos Insights you’ve navigated to.
3
Click one of the conversation prompts to experiment with the types of questions you can ask. The suggested prompts change as you move around Insights, adapting to match the data available on a given page. Alternatively, enter a custom query in the chat and press enter.
4
After responding to your request, Pagos AI may also suggest Additional Actions you can take to dig deeper into the provided data; click Approve beside one of these prompts to have Pagos AI execute on the suggestion.For example, if Pagos AI asks “Would you like to view this data as a new Chart?” click Approve to navigate to the Charts section of Insights with the requested data demonstrated in a custom visualization.
5
Click the clock icon in the top-right to view your Chat History. Click on a previous conversation to reopen the conversation and pick up where you left off.

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Pagos AI Best Practices

To get the most out of Pagos AI, we suggest following theses best practices:
  • Be specific - Include relevant dimensions, time periods, and filters in your questions (e.g. What is my approval rate for Visa credit card transactions in Q1?)
  • Verify important insights - Cross-check critical findings using direct data views in Pagos Insights
  • Ask for clarification - If Pagos AI makes assumptions, ask it to explain its reasoning
  • Report issues - Contact Pagos Support if you encounter incorrect information or unexpected behavior
  • Use appropriate features - For transaction exports or raw data, use the appropriate platform tools rather than asking the AI
For more information about Pagos AI safety and security, see our FAQ.