Customer self-service
Default configuration
The widget allows customers to proactively send screencaps and screen recordings out of the box - without any prompts from agents. They simply click on a camera icon in the widget and choose how they'd like to communicate their problem from the list of options:
![widget_self_service_icon.png 776](https://files.readme.io/d583a8c-widget_self_service_icon.png)
"Self-service" icon in the widget.
![widget_self_service_menu.png 780](https://files.readme.io/f0455f5-widget_self_service_menu.png)
Self-service options activated by default in the widget.
Customizing self-service options
You can control which options are available to your customers. Go to your project's settings and select "Customer self-service" from the menu to access the configuration page:
![project_settings_self_service.png 2032](https://files.readme.io/2c4d85c-project_settings_self_service.png)
"Customer self-service" section in project's settings.
Let's say you wanted to allow customers to only send co-browsing requests to your agents:
![project_settings_self_service_only_co-browsing.png 1910](https://files.readme.io/7f3bb70-project_settings_self_service_only_co-browsing.png)
Only co-browsing requests are allowed in project's settings.
This change will reflect in the widget:
![widget_only_co-browsing.png 784](https://files.readme.io/32798b5-widget_only_co-browsing.png)
Option to request co-browsing in the widget.
If you flipped off every switch, the camera icon will completely disappear:
Although now the self-service icon is gone, customers will still be able to accept any incoming requests from your agents.
![widget_no_self_service_icon.png 792](https://files.readme.io/9613dc0-widget_no_self_service_icon.png)
No self-service icon in the widget.
Updated over 4 years ago