Integrations SOP: Payments, Checkout & Logistics
This document serves as the primary internal resource for managing third-party integrations within the BusinessOnBot (BoB) ecosystem. It provides the technical and operational framework required to connect merchant storefronts with financial gateways, checkout accelerators, and logistics providers.
1️⃣ Overview
Integrations act as the "connective tissue" of the BoB platform. Successful configuration is vital for:
- Reducing Setup Errors: Eliminating manual credential entry mistakes.
- Onboarding Efficiency: Accelerating the "Time-to-Live" for new merchants.
- Security & Compliance: Ensuring sensitive financial data is handled per industry standards.
Integrations SOP Index
Payment Gateways
Connecting Razorpay, Stripe, and PayU to enable one-click WhatsApp checkout.
Checkout Config
Managing cart behaviors, discount codes, and custom checkout flows.
Logistics Providers
Syncing Shiprocket, Delhivery, and other partners for automated order tracking.
tip
Most integration failures are caused by incorrect Webhook URLs. Always double-check the URL in the merchant's dashboard.
Scope of Coverage
| Category | Primary Focus | Key Objective |
|---|---|---|
| Payments | Financial Transactions | Enable seamless native WhatsApp/Instagram payments. |
| Checkout | Cart Management | Recover lost sales through automated abandoned cart nudges. |
| Logistics | Order Tracking | Provide real-time delivery updates (Out for Delivery/Delivered). |
Critical Reminders
- Security First: Never share internal screenshots containing API Keys or Client Secret Keys in external communications.
- Tiered Support: Standard setups are handled by L1/Support. Complex API errors or new partner connections are escalated directly to Engineering.
- Manual Webhooks: Pay close attention to the Shiprocket Checkout section, as it requires manual dashboard configuration unlike Shopify-native partners.