Show customers a customized Terms and Conditions after they have
downloaded the Applet, but before the technician can begin to provide service
(while the session is in Connecting status).
On the Organization Tree, select the
Technician Group you want to work with.
Customer Applet, go to
Terms and Conditions and select from the
Use Terms and
Use Terms and Conditions to show customers
a customized Terms and Conditions after they have downloaded the Applet or
Mobile Applet, but before the technician can begin to provide service (while
the session is in Connecting status).
Tip: To give customers enough time to read the Terms
and Conditions, increase the time allowed before connecting sessions will time
out (on the
Settings tab under
or insert your Terms and Conditions text in the
Terms and Conditions box that customers
using computers or mobile devices will see. Plain text only. No formatting. No
Force scrolling to
Force scrolling to bottom to force
customers to scroll through the entire Terms and Conditions before the Accept
button on the Applet or Mobile Applet is activated.
Save your changes.
Save Changes to apply the settings to
the current channel or Technician Group
Save settings to all channels/groups to
apply the same settings to all channels or Technician Groups in your
How does it work?
A session remains in Connecting status while the customer is reading
the Terms and Conditions. Once the customer accepts the Terms and Conditions,
the Applet chat window will appear and the connection to the technician will be
made. The session appears as Waiting in the technician's queue. If the customer
declines the Terms and Conditions, the Applet closes and is deleted