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The company purchases Omnichannel for Customer Service.

The company wants the following requirements implemented without the need to license additional software:
✑ The system must automatically ask questions before the chat begins.
✑ Credit card information that a customer enters in a chat must not be visible to the agent. You need to configure the options to meet the requirements. Which options should you configure?
Requirement: Credit Card Information

1 Answer

5 votes

Final answer:

To meet the company's requirements using Omnichannel for Customer Service, pre-chat surveys should be set up and data masking enabled to protect credit card information during chats. Additionally, only collect necessary information, explain its use, define access, and monitor credit history for security.

Step-by-step explanation:

The company's requirements for Omnichannel for Customer Service can be addressed by configuring specific options. To automatically ask questions before a chat begins, pre-chat surveys or information gathering prompts should be enabled. For ensuring that an agent cannot view a customer's credit card information, data masking or payment information protection features should be activated. It's important to configure the system to only collect the minimum information required, consistently ask why information is being collected, establish how it will be used, and define who will have access to it. Additionally, the company should monitor the credit history to identify any red flags for identity theft or compromised information.

User Jack Bolding
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