In today’s fast-paced eCommerce landscape, checkout experience and financial operations can make or break your conversion rates, compliance, and customer trust.

Vortex IQ’s AI Agent for BigCommerce simplifies these complex financial workflows using just a prompt — eliminating manual errors, admin panel juggling, and the need for ops intervention.

Whether it’s configuring global tax logic, setting up PayPal, or managing chargebacks, our MCP-powered AI Agent automates it all.

What Makes It Special?

• Executes tasks via voice or text prompts
• Connects securely to BigCommerce APIs via Model Context Protocol
• Multilingual, multimodal, and merchant-friendly
• No-code, no control panel clicks, no delays

Use Case Categories

1. Payment Gateway & Wallet Integration
2. Tax Automation & Rules Configuration
3. Tax Zone & Rate Management
4. Refunds & Chargeback Handling

1. Configure Payment Providers and Gateways

Vortex IQ’s AI Agent supports over 65 integrated gateways and 250+ local payment methods.

Sample Prompts:

• “Install Stripe and set it as the primary gateway.”
• “Enable Apple Pay and Amazon Pay for quick checkout.”
• “Set up Venmo for mobile users in the US.”
• “Allow customers to save cards for future checkouts.”
• “Enable SEPA Direct Debit and Klarna for EU shoppers.”

Use Cases:

• Add or remove a payment gateway
• Enable/disable digital wallets (Apple Pay, PayPal, Amazon Pay, Venmo)
• Activate accelerated one-click checkout options
• Link a merchant account
• Configure stored payment methods
• Offer regional or alternative payment options
• Set fallback payment rules

2. Set Up Tax Calculation Rules

Gone are the days of manually calculating tax by region. Vortex IQ’s agent integrates with Avalara, TaxJar, Vertex, and TaxCloud.

Sample Prompts:

• “Enable Avalara to auto-calculate tax at checkout.”
• “Use TaxJar for US orders and default tax for other countries.”
• “Assign tax code for electronics.”
• “Make British Airways tax-exempt for internal purchases.”
• “Set fallback VAT rate to 20% if tax provider fails.”

Use Cases:

• Enable automatic tax calculation
• Target tax provider by country/region
• Assign product tax codes
• Configure tax-exempt customer profiles
• Define fallback tax rates
• Customise tax display (inclusive vs exclusive) across invoice, store, and emails

Tailor your tax logic to local and global compliance.

Sample Prompts:

• “Create a tax zone for EU with 20% VAT.”
• “Assign children’s clothing to 0% tax class in the UK.”
  
• “Apply 7.25% sales tax for California orders.”
  
• “Make face masks tax-exempt.”
• “Test tax calculation for Canada, Ontario region.”

 Use Cases:

• Create/edit/delete tax zones
• Assign rates by country, state, or postal code
• Map products to tax classes
• Apply product-specific tax overrides
• Define customer-level exemptions
• Conduct sandbox testing of tax logic

4. Handle Refunds and Chargebacks

Processing refunds and resolving chargebacks can be painful — unless your AI Agent does it for you.

Sample Prompts:

• “Issue full refund for order #1234 via Stripe.”
• “Log manual refund via bank transfer for £58.90.”
• “Adjust refund to remove overcharged tax.”
• “Respond to chargeback on order #7654.”
• “Export refund history for the last 30 days.”

Use Cases:

• Full or partial refunds via BigCommerce
• Record external refunds (gift card, wire transfer)
• Adjust refund amounts due to pricing/tax changes
• Track chargebacks by gateway
• Add notes and outcomes to chargeback cases
• Export refund/chargeback logs for audit
• Send refund confirmation emails to customers

Real Prompt Examples

• “Enable Stripe and Apple Pay with fraud prevention.”
• “Assign tax-exempt status to NHS Trust customers.”
• “Configure Klarna and SEPA for German orders.”
• “Create tax zone for Canada, rate 5% GST.”
• “Refund £29.99 for product MBH002 on order #6543.”

Security & Compliance Built-In

• PCI-DSS secure workflows
  
• No storage of raw payment credentials
  
• Real-time API authentication
• Multi-layered auditing for refunds and tax logic

Who Uses This?

Powered by BigCommerce APIs + MCP

Every prompt is translated by Vortex IQ’s agent into a valid, secure, and tested API call using:

• BigCommerce REST APIs
• Model Context Protocol (for agentic automation)
• Role-based permissions and validation

Seamless chaining across payment, tax, and refunds

The Future of eCommerce Finance Ops Is Agentic

No more:

• Waiting for finance to verify tax tables
• Relying on devs to enable wallets
• Juggling invoices for refunds
• Guessing compliance settings

Now, it’s just:

• “Enable tax automation and refund order #8976.”

Ready to Optimise Financial Operations?

 Run your BigCommerce store’s finance workflows — from checkout to compliance — with just a voice or a prompt.

• Book a demo to try our Payments & Tax Agent live.