December 18, 2025
Infrastructure for Speed: The New 60-Second Merchant Activation Flow
How Surfboard’s new agentic flow takes merchants from sign-in to selling in seconds.
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The Real-Time Pulse
Upon logging in, merchants are greeted with an immediate snapshot of their performance. No digging required—just the data that matters.
- → Total Sales: Instant view of monthly revenue.
- → Volume:Track the total number of transactions for the current and previous month.
- → Average Order Value (AOV): Monitor spending trends with mean transaction calculations.
- → Visual Insights: An interactive Sales Graph visualizing performance spikes and trends.
Agentic Get-Started Flow
When your merchants log in, an intelligent wizard guides them through setup:
- → Auto-Branding: AI scrapes their URL to skin the terminal.
- → QR Pairing: Zero-config hardware connection.
- → Auto-Void Test: A self-service verification step.
The Result: Your merchants get verified and active without ever calling your support line.
Two Paths. One Powerful API.
We built the Surfboard Merchant Portal entirely on our public APIs. This gives you total architectural freedom:
- → Option A: The Zero-Lift Solution (Out-of-the-Box) Use our pre-built, fully hosted portal. It’s production-ready immediately. You simply configure your brand assets, and we handle the hosting, maintenance, and updates.
- → Option B: The Custom Build Want to embed payments deeply into your own existing software? Use the same endpoints we used to build your own bespoke interface.
The takeaway? You get to market instantly with Option A, while keeping Option B open for the future.
A Full-Stack Command Center
By enabling the Surfboard Merchant Portal, you are equipping your users with a suite of enterprise-grade tools
Fleet Management
They can manage terminals across multiple stores/locations remotely
Real-Time Insights
Live transaction feeds and reporting on every level
Growth Tools
Built-in configuration for Tips and Campaigns to drive their revenue.
Team Access
Assign roles and permissions to team members
Test out branding your portal
Our white-label solution runs through everything, of course including the merchant portal
Ready to talk more about this?
If you are interested in exploring our cloud-based payment solutions and our platform, please get in touch with us and we'll schedule a call.
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