--- title: "Getting started as an agent" slug: "getting-started-with-the-agent-console" updated: 2025-05-22T07:36:05Z published: 2025-05-22T07:36:05Z canonical: "knowledge.lightico.com/getting-started-with-the-agent-console" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting started as an agent This article introduces the basics of how an agent runs a Collaboration Room session with a customer. As a Lightico agent you interact with your customer in a Lightico session, communicating and exchanging information to complete business transactions or processes. You invite a customer into a session by email or SMS where they can click on a link to join. Here is a list of what you’ll learn to do in this article: - [Start a collaboration session](/v1/docs/getting-started-with-the-agent-console#start-a-session) - [Send documents for customers to complete, sign, or approve](/v1/docs/getting-started-with-the-agent-console#send-documents) - [Send a Workflow to a customer to complete](/v1/docs/getting-started-with-the-agent-console#send-a-workflow) - [Conduct other interactions with a customer](/v1/docs/getting-started-with-the-agent-console#other-interactions-with-your-customer) - [Manage a collaboration session](/v1/docs/getting-started-with-the-agent-console#manage-your-session) > [!TIP] > Where to go for more > > These are just the basics. Please browse [the Agent section of our documentation](https://knowledge.lightico.com/docs/agent) to learn more. 🎦 Watch related video: [Introduction to the agent interface](/v1/docs/introduction-to-agent-interface) ## Start a session To start interacting with customers, invite them to a Lightico session from the agent console. The invitation can be sent to an email address or a phone number (SMS). All collaboration and interaction with customers is managed through these sessions. There are 2 ways to start a session: - **Start Session** - Invites the customer to interact immediately - **Pre-plan Session** - Allows you to first set up your session with the content you require and only then to invite your customer to interact. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_ce31e3.png) ## Send documents There are two basic types of documents you can send to a customer. - [PDF Template](/v1/docs/getting-started-with-the-agent-console#send-a-pdf-template-document) - preconfigured with interactive fields and stored in your Lightico account - [External Document](/v1/docs/getting-started-with-the-agent-console#send-an-external-document) - uploaded from outside your Lightico account Each differs in features and how it is sent. See the sections below for more information. ### Send a PDF Template document PDF Templates are documents that have been preconfigured by your business administrator with fields that enable the customer to enter information or leave a signature. Some are just for customer approval or for shared review. You’ll find these PDF Templates under the **Assets** tab in the right panel of the agent console after you start a session. For more information, see [Send a PDF Template](/v1/docs/send-pdf-template). ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_c9ad45.png) ### Send an External Document You may need to send documents to the customer from your local computer or CRM. For example, if your documents are generated by a third-party service. As opposed to PDF Templates, these External Documents are not preconfigured with fillable and signable fields. Lightico enables you to upload these documents to a session and add signature fields before you send them to the customer. The instructions below show how to send a document that can be signed by your customer from their device. For more information about sending External Documents, see [Send an External Document](/v1/docs/send-an-ad-hoc-document). **To send an External Document that your customer can sign from their device:** 1. Click the attachment icon at the bottom of the agent console left panel. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_eeefc9.png) A preview of the document appears with a tool bar above. 2. Click the Signature icon on the toolbar. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_15cdef9.png) The signature field appears in the top left corner of the document. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_15addf9.png) 3. Click the field and drag it to the signature line in the document. 4. Click **Send**. Your customer receives a link to the document and can sign it on their device. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_426fb98.png) Document to sign as seen in the customer collaboration UI ## Send a Workflow You can send a preconfigured series of action to be completed by your customer in sequence. You’ll find Workflows under the **Workflows** tab in the right panel of the agent console after you’ve started a session. For more information, see [Send a Workflow](https://knowledge.lightico.com/docs/send-a-workflow-1). ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_1936837.png) ## Other interactions with your customer In addition to sending documents and workflows you can also use the Lightico tools to interact with your customers. To access the Lightico tools, click **Tools** in the right pane of the agent console. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_193f6fa.png) The following tools are available. Click the title of each bullet more information about the tool: - [**Document Request**](/v1/docs/request-a-document) - Collect supporting documentation such as ID documents, driver’s licenses and more. - [**Payment**](/v1/docs/request-payment) - Process payments within the session. - [**Shared Review**](/v1/docs/share-a-document-for-review) - View and annotate a document together with the customer. - [**Send Batch**](/v1/docs/send-a-batch-of-documents) - Send multiple documents to be completed in a particular order. ## Manage your session In the left panel of the Agent Console, you manage your session with the customer. The **Customer Status Indicator** at the top left corner of the screen provides information about the customer. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_16f50d6.png) The [**Interaction Bubbles**](/v1/docs/interaction-bubbles) in the left pane provide information about each interaction with the customer and what the status is of that interaction. For example, if you send a document to sign, the bubble will include the name of the document and information about whether the customer has signed. A checkmark means the document was signed and an edit icon means it has not been signed. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_170db9c.png) For more information about interaction bubbles and managing sessions, see [Sessions](https://knowledge.lightico.com/docs/conversations). ## Related - [Introduction to Agent Interface](/introduction-to-agent-interface.md)