Workflows

Benefits and features of automated Workflows Leading the customer to completion Automated Workflows are the backbone of a customer journey. Lightico provides tools for all the important elements of a customer journey, but these tools are on...

Workflows unlock the real power of completing customer journeys, and it's important to be able to effectively manage your Workflows so that you can create, store, and later find the Workflows you need for each situation. In this article, we explain ...

This article describes how to create and design Forms using the Form designer. Forms are used to capture information from the customer or agent during a Workflow. A Form as it appears on a customer device Create a new Form To create a new...

Use Tickbox Documents in a Workflow to obtain customer approval

This article describes how to create static HTML documents. When you configure your system to require user consent on entering a session, you can design a consent page and a redirect page using static HTML documents. Tip For a full explanation ...

In this article you'll learn about the following steps of creating a Workflow:  Create a new Workflow - How to start creating a Workflow, add and connect items, and save it. Add customer journey items - Set up the main building blocks...

You can create a Workflow that includes documents that are uploaded on the fly during a Lightico session. The External Document item provides a designated space for the required PDF documents in the Workflow. Agents are prompted to upload the neces...

A custom integration is a third-party service that can be used to generate and retrieve important information in the course of a Workflow. For example, after obtaining customer information and binding the data to Attributes, a custom integration ste...

Add a payment item to your Workflow to seamlessly collect payments within the context of your customer journeys. Payment actions in a Lightico session require integration with a third-party payment gateway provider. For more information, see Se...

Conditional elements enable  you to control how a Workflow behaves based on customer inputs. For example, present different versions of a contract to customers according to the location in which they live, or end the session for underage custom...

This article describes how to configure settings that affect the overall functioning of the Workflow.  These settings are found in the Settings and Formatting tabs in the right pane of the Workflow builder. Define customer consent policy Y...

When you build a workflow, there are a number of places where you can set conditions. You can combine multiple condition statements using And / Or logical operators. You can also create more complex conditions by including some condition statement...

This article explains how to build a Workflow that enables an agent to create an itemized summary of a sales call. This type of Workflow is a called a visual cart because it present the customer with a visual summary of their order. For example, an...

Lightico enables you to create a workflow that can be embedded in a webpage and accessed by your customer without an agent and without using the Lightico collaboration UI. For example, if you want your customers to be able to renew a membership, sub...

Introduction  Lightico enables you to create a Workflow that includes one or more documents with multiple signers and/or approvers. You can also define a label for each participant to replace the default labels. By default, the signers of e...

This article explains the options for adding a customer verification step to a Workflow. At any point in your Workflow you can include a step that verifies the identity of the customer and determines whether the customer is qualified to proceed wit...

When a PDF template or overlay template (used with an external document ) contains fields that need to be filled in by the customer, a digital form is auto-generated. The customer fills in all fields in this form and then the information is inser...