Send a Workflow

A Workflow is a series of Lightico actions that is sent in sequence to the customer. In a single Workflow , for example, a customer may be requested to complete a form, submit supporting documentation, read a dynamic text and sign a document. This ...

When you send a Workflow that requires your input as an agent, a pop-up dialog box appears before the Workflow is added to the session, enabling you to provide the input.  Types of input that may be required are: Providing your signa...

This article explains a type of Workflow that requires you, the agent, to provide input as you are adding it the session. For other examples, see, see Send a Workflow that requires agent input . Providing customer contact information When you, as...

This article is an explanation for the agent to understand what happens when a customer reassigns a document in a Workflow. What does it mean to reassign a document? There may be a document in a Workflow that the customer is not authorized to sign...

A visual cart is a purchase summary that the agent generates and sends to the customer for approval. Visual carts can contain different versions, called journeys. Each journey may contain different items, pricing, and terms.  If a Workflow...