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The Credit Card Basic widget allows you to configure message prompts and cards types which enables agent to guide the customer through the payment information gathering process by speaking the required instructions directly to the customer. Select Credit Card Basic from the available widgets section and click Add. You will be presented with Add - Credit Card - Basic screen.



  • Window Title - Enter the widget name.
  • Enabled - Click the checkbox to enable the widget on extended panel of Agent Desktop.
  • Credit Card Text - Enter the message prompt for the credit card number.
  • Expiry Text - Enter the message prompt for the credit card expiration date.
  • Security Text - Enter message prompt for the security code.
  • Credit Card Types - You can select from the below card types to capture the payment.
    • Visa
    • Master Card
    • American Express
    • Discover
  • Click OK to save the changes.
  • Click Cancel to discard the changes.
  • Click Save Agent Desktop button from the bottom of the screen to save all the changes.
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