By default, when you start a session, Lightico automatically sends an invitation to the customer to join the session. The invitation is sent either by email or SMS, depending on which method you choose in the New Session dialog box (see above). The invitation includes a brief explanation and a link to enter the collaboration session.
Example email session invitation
When an external service sends the session invitation
Your company or team may send session invitations through a third-party service or require you, the agent, to copy and send the session link to your customer. In that case, at the bottom of the New Session window a message appears informing you that a Lightico invitation will not be sent.
Note
Depending on the settings configured by your administrator, you may or may not be required to enter contact information such as a phone number or email. For information about these settings, see General session preferences.
Send a session link to the customer
Instead of or in addition to the automatic invitation, you may need to send the session link directly to your customer. Within the collaboration session you can copy the customer side URL and embed it in an email or other communication channel.
To send a session link to the customer:
In the top right of the session page, click the menu and click Generate session URL.
After a moment, a message notifies you that the URL has been generated.
Click Copy URL.
Embed the URL and send it to the customer.