During a Lightico Conversation, you manage customer interactions in the Interaction Bubbles that are located in the left pane of the conversation.
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 “Agreement to Receive Electronic Communication” 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||The agent may need to sign the document after the customer has completed the document.|
|Forward for approval||After a document is completed, you can forward it to a 3rd party for approval.|
|Agent details||After a document is added via API, the agent signs the document or completes the 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 conversation with that participant. To start a private conversation 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 conversation with that participant.