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.