The Implementation AI Agent is your step-by-step onboarding assistant that helps you configure your Payhawk account. It shows you what to set up first, skips steps that are not needed yet, and guides you through the key actions: connecting accounting, issuing cards, funding your account, and making your first spend.
The AI Agent personalizes the setup journey based on your subscription, use cases, and your account's current state. It prioritizes steps that help you start spending sooner, such as connecting your accounting system, issuing cards, and funding your account, and defers lower-priority configuration until later.
The Implementation AI Agent is available in the Payhawk Web Portal and is only available to Payhawk Administrators.
The Implementation AI Agent is currently in a gradual rollout and is not yet available to all customers.
Common challenges in onboarding
When setting up Payhawk for the first time, Payhawk Administrators need to complete a number of configuration steps to tailor the platform to their entity or group of entities. Some of the most common challenges include:
Determining where to start and which setup steps to prioritize.
Reaching first spend quickly after approval so your company benefits from Payhawk's capabilities immediately.
Coordinating workflows, teams, and entity structures across multiple subsidiaries.
Connecting your ERP system and mapping accounts correctly.
Handling external blockers, such as KYC verification, without stalling progress on other tasks.
The Implementation AI Agent addresses these challenges by guiding you through each configuration stage in a clear, prioritized sequence, helping your team reach first spend within days, not weeks.
Key functionalities
The Implementation AI Agent helps streamline the onboarding process and improve efficiency.
Functionality | Capability |
|---|---|
Personalized onboarding flow | Tailors the setup journey based on your subscription, use cases, and what has already been set up in your account, showing only the steps relevant to your company and skipping unnecessary configuration. |
The right next step at the right time | Surfaces setup steps in the correct order based on dependencies and manages steps that may need approval, such as external blockers like KYC verification in the background. For example, funding is surfaced only after KYC approval, and card issuance only if cards are included in your subscription. |
Conversational guidance | Offers an intuitive, chat-based experience that walks you step by step through configuration directly in the Payhawk Web Portal. |
Smart configuration and integration support | Helps you define initial settings such as approval workflows, and guides you through connecting Payhawk to your ERP system and managing essential data mappings. |
Progress tracking and checklists | Keeps setup organized with visible, actionable checklists displayed in a side panel, allowing you to monitor progress while completing longer configuration steps. |
How the Implementation AI Agent works for Payhawk Administrators
The Implementation AI Agent is designed specifically for Payhawk Administrators, as they are the users responsible for setting up the single-entity or group Payhawk account.
Once the business details and compliance documents of your entity or group have been submitted to Payhawk, you can either click on Start setup in the prompt window or click on the AI Office icon in the Payhawk Web Portal.
The AI Agent will begin the guided process and ask you questions to identify the configuration required for your Payhawk account. Depending on your subscription and account state, the AI Agent may:
Guide you through connecting your ERP system or mapping your chart of accounts.
Help you set up approval workflows appropriate for your company structure.
Assist with issuing your first card so you can transact as early as possible.
Walk you through funding your account once KYC verification is complete.
Help with expense field and category creation.
Support the migration of subscription and accounting data from legacy systems.
Display side-by-side checklists for steps involving detailed actions, such as mapping accounts.
At any point, you can navigate back to previous steps, open the side checklist for guidance, or click on quick-reply buttons when predefined options are offered (for example, Yes, No, or selecting from a list).
Accessing the Implementation AI Agent
The Implementation AI Agent comes out of the box and is included in the Payhawk Web Portal. It becomes available once your entity's business details and compliance documents have been submitted.
Processing your data
For more information about how Payhawk processes personal data for the Implementation AI Agent feature, see the following resources:
Global Privacy Policy - Covers personal data for which Payhawk acts as a Controller.
Data Processing Addendum - Covers personal data for which Payhawk acts as a Processor.