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:

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"Self-service" icon in the widget.

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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:

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"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:

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Only co-browsing requests are allowed in project's settings.

This change will reflect in the widget:

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Option to request co-browsing in the widget.

If you flipped off every switch, the camera icon will completely disappear:

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Although now the self-service icon is gone, customers will still be able to accept any incoming requests from your agents.

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No self-service icon in the widget.


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