Uplift's Agent Integration Overview

Agent Connect Overview

Uplift’s flexible payment solution (pay monthly) is designed to seamlessly integrate into your agent booking platform. This solution enables your agents to offer installment payments to their clients/guests.

Agent Connect User Flow

To better understand the agent connect flow, let’s follow an overview of the Uplift’s Agent Connect from the lens of the customer and agent interaction.

• On the Payment page of your booking site, the Agent selects the Uplift Pay Monthly option.
• The Agent sends a Pay Monthly offer by email or SMS to the customer
• The customer completes the loan application on the Uplift site and gets approved for a loan.
• The Agent is notified in the Payment page that the customer completed the application and the trip can be booked; this means that, behind the scenes, Uplift is ready to pay in full for the trip via a payment token.
• The Agent books the trip and the payment and authorization is done in the background.

Agent Connect Integration Overview

To integrate Uplift’s Pay Monthly solution for agents on your booking platform, here is an overview of the work needed to be completed by your development team:

1. Client side:
   • Use the Uplift Agent Library to add the Pay Monthly elements to the payment options in your booking UI. For more information refer to here.
2. Server side:
   • Store the Uplift tripId (a string value) for each reservation or booking that has used the Uplift option and is not yet finalized. This tripId allows your agent to maintain multiple Uplift sessions and switch smoothly between them.
   • Provide a simple REST service that Uplift can use to validate that the current agent requesting offers (via the Uplift Agent Library) is logged in. This authentication check service should respond with true or false given two pieces of data:
     
     
     1. Your client-side session token.
     2. Your platform’s agent id.
     See the diagram in Authentication REST Service for an outline of how this service will be used.
     
     This service ensures that requests to the Uplift platform are authenticated and the agent doesn’t require an account with the Uplift platform. We require this service in order to protect the payment tokens and our mutual customers’ personal identifiable information (PII).