Payment Detection - Documentation

Payment Detection

How payments are inferred from messages and attachments

How it works

When a contact sends an attachment — a receipt, bank-transfer confirmation, or similar proof-of-payment — the AI reads it in-context and extracts:

  • amount in the smallest currency unit (satang for THB, cents for USD)
  • currency as an ISO 4217 code (THB, USD, EUR…)

If the AI is confident the attachment is a payment, the contact is marked as converted and the amount is added to their total spent. You’ll see this reflected on the contact card, the Contacts page, and the Conversion Insights on the dashboard.

What gets detected

  • Bank transfer confirmations (screenshots, receipts)
  • Payment gateway receipts (PromptPay, Wise, PayPal, Stripe, etc.)
  • Text messages that clearly state a paid amount in context

Plain “I paid” messages without numbers are ignored — the AI needs an amount and currency to record a conversion.

What you’ll see

  • A green Paid badge on the contact in the chat list
  • The amount rolled up into Total Spent on the contact profile
  • Conversion insights on the dashboard once you have at least one converted contact

Tips

  • If a receipt isn’t recognised, forward it to the contact as an image — the AI re-analyses each new attachment
  • The AI never marks outgoing messages (from you or your team) as payments
Preview