AI Agent Workflow Collection

Guide an ISV developer or merchant through integrating Payroc's Hosted Fields from credential setup to first successful UAT test transaction. Use this skill whenever someone asks about integrating Payroc Hosted Fields, embedding card input fields or a payment form in their own checkout page, using the Payroc JS payment library, generating a Payroc session token, tokenizing payment details with Payroc, or getting Payroc embedded payments working in their application — even if they don't explicitly mention "integration" or ask for step-by-step guidance. Also use it when a developer has HPP working and asks about the embedded alternative.

Guide an ISV developer or merchant through integrating Payroc's Hosted Payment Pages (HPP) from credential setup to first successful UAT test transaction. Use this skill whenever someone asks about integrating Payroc Hosted Pages, implementing HPP, setting up a Payroc payment form, generating a Payroc auth hash, handling a Payroc receipt callback, getting Payroc payments working in their application, running a pre-authorization, capturing a pre-auth, holding funds on a card, or authorize and capture flows — even if they don't explicitly mention "integration" or ask for step-by-step guidance.

Guides developers through sending (disbursing) funds to a merchant via the Payroc Funding API — including checking available balance before disbursement and creating, tracking, updating, or cancelling funding instructions (/v1/funding-instructions). Use this skill when the user wants to disburse or send funds to a merchant, create a funding instruction, pay out a merchant, distribute merchant balances, implement an ACH payout to a merchant's bank account, perform merchant settlement disbursement, batch-fund multiple merchants in a single instruction, update a pending funding instruction, delete or cancel a funding instruction, or manage the /v1/funding-instructions endpoint (POST, GET, PUT, DELETE). Also use when the user asks about idempotency keys for funding instructions, tracking instruction status (accepted/pending/completed/funded), or checking available balance specifically as a prerequisite for disbursing funds. Do NOT use for setting up or registering a new funding recipient or funding account (use the set-up-a-funding-recipient skill), or for viewing funding activity history, balance reports, or funding balances without the intent to disburse (use the view-funding-activity skill).