Adding payment plans to your business means constantly needing answers and assistance — From set up guidance and analyzing offer terms to creating payment plans and running reports. Too often, this can mean digging through support articles, searching old emails, or waiting on a support ticket. We're building two AI tools designed to close that gap, at two different points in your journey with Partial.ly.
AI onboarding assistant: Getting started, without reading a manual
The first is our AI onboarding assistant, and it's built around a simple idea: you shouldn't have to become an expert in Partial.ly just to get set up. This assistant already knows your specific setup — whether you're running Shopify, QuickBooks, NexHealth, or something else entirely — so when you ask a question, you get an answer built around your actual business, not a generic instruction page.
Instead of hunting through documentation to figure out how something works, it's like having a knowledgeable coworker on call who already knows your setup. Ask, and get moving.
Ask Partial.ly: Answers about your account, on demand
The second is Ask Partially, our in-portal AI assistant — and it's live now. Ask questions like "How are my payment plans performing this month?" or "Which customers are at risk of falling behind?" and get a clear, direct answer, right there in your portal. No exporting reports, no digging through dashboards.
But Ask Partially isn't just for insight — it can take action, too. Tell it to create a new offer, set up a payment plan, process a payment, or issue a refund, and it handles it directly. Instead of clicking through multiple screens to get something done, you just ask for it.
Ask Partially runs on the same foundation as our onboarding assistant — the same knowledge base, the same idea that answers (and now actions) should come to you instead of the other way around. It's ready to use today, and it keeps getting sharper as more merchants put it to work.
The bigger idea
These tools were built to give you a quick pathway to the information and data you need to have a successfully payment plan program. Whether you're just getting set up or you've been running your business on Partial.ly for years, the answer to your question should be one ask away.
Both tools are live and ready to use today. And if you'd rather talk to a real person, our support team is still just as available as ever — these tools are here to give you a faster option, not to replace the one you already trust.
Want a tour? Book a demo with our sales team today at https://calendly.com/partially.