User/Agent Journey of Secure Forms

Updated 

Agents can provide customers with PCI-compliant secure forms at any time during a live chat conversation, to deliver requested sensitive information confidentially​.

Some points to note:

  • The sensitive data collected can only be temporarily accessed by the agents.

  • Automatic form expiration for customers outside the valid submission window.

  • By default, PCI data stays in PCI environment for 60mins but this is something which can be changed on request

  • Agents can view data as many times until data expires.

  • Sensitive information is masked by default in the platform.

  • You can hide the Show Data button for agents by reaching out to your Success Manager.