Managed Resolution Agent

💳 Payments Onboarding

Payment setup looks simple until it isn't. Wrong webhook config, test mode left on, missing tax settings, payout delays — most operators hit at least two of these on their first setup. This workflow closes all of them.

How the Workflow Runs

Step 1Text PJ with your payment stack and use case

Step 2AI maps the required configuration steps

Step 3PJ guides or executes the setup

Step 4First real transaction tested end-to-end

Step 5Payout, webhook, and reconciliation verified

AI Handles · Human Handles

AI Layer

Maps the correct configuration sequence for your specific use case
Identifies common missed steps for your payment provider
Drafts the webhook configuration and test sequence
Flags settings that are commonly left in test mode by accident

Human Layer

Confirms the configuration matches your actual business structure
Verifies the first real transaction end-to-end (charge, webhook, payout)
Catches the edge cases that only appear with real money flowing
Confirms reconciliation and reporting are set up correctly before signing off

When PJ Escalates

When the first real transaction fails, when payout delays appear after going live, when Stripe Connect or marketplace payments are involved, when tax or compliance configuration is unclear, or when the business structure is complex enough that standard documentation doesn't cover it.

Need this workflow activated?

Text PJ with the situation. Real operator, no ticket queue. San Diego-based.

Text PJ → 773-544-1231

Other managed resolution agents:

Operator launch cleanup Managed resolution OS Closest capable human