- 16 Apr 2023
- 2 Minutes to read
Using interaction bubbles
- Updated on 16 Apr 2023
- 2 Minutes to read
During a Lightico session, you manage customer interactions in the Interaction Bubbles that are located in the left pane of the agent console.
The interaction bubble provides information about each interaction and allows you to perform certain actions on the relevant document or asset.
Interaction data and status
When you send a document or an asset to a customer, the bubble includes the name of the asset and information about whether or not the customer has completed the required action.
In the example below, the name of the asset is “Basic Contract” and the pencil next to the document, as well as the text at the bottom of the bubble, indicate that the customer has not yet completed the document:
After the customer (and if relevant, the agent) has completed the document, a check mark is displayed next to the name of the document.
Working with the interaction bubble toolbar
Depending on the type of customer interaction, you can perform the following actions from the interaction bubble toolbar:
|Download||Download the asset to your local drive.|
|Preview||See a preview of the asset.|
|Sign as agent||When the agent signs last, this icon enables you to open and sign the document.|
|Forward for approval||Forward the asset to a third party for review and/or approval after it has been completed by the customer. When you click the icon, the new session window appears. Fill in the contact information and start the session; the asset is added to this new session.|
|Agent details||After a document is added via API, click this icon and complete the agent details before the document is sent on to the customer.|
Interacting with multiple participants
When you send an asset to multiple participants (multi-sign), you can check the status of each participant by clicking See all co-signers.
The Document Participants window opens.
The icon next to each participant displays their status.
- If the icon is green, the participant is connected to the session.
- If there is a check mark inside the icon, the participant has completed their assignment.
The number in the title bar (for example, "1/3") indicates how many participants have completed the document.
If you need additional information from one of the added participants, for example, requesting an ID document, you can start a private session with that participant. To start a private session with a co-signer, click the 3 dots next to the participants name and select Start Private Session. An invitation is sent to the relevant participant to start a dedicated session with that participant.
Customer verification information
If you send a workflow to a customer that includes a phone verification step, you will see the following information:
- Authentication status
- Failsafe Transaction ID