The Credit Card Basic widget allows you to configure message prompts and card types so an agent can guide the customer through the payment information-gathering process by relaying the required instructions directly to the customer. For information about how to add the widget, see the Agent Desktop: Extended Panel Tab section.

The following table describes the fields you must configure in the Add Credit Card - Basic window.

FieldDescription
Window TitleEnter the widget name.

Enabled

Click the checkbox to enable the widget on the extended panel of the agent desktop.
Credit Card TextEnter the message prompt for the credit card number.
Expiry Text

Enter the message prompt for the credit card expiration date.

Security TextEnter the message prompt for the security code.
Credit Card Types

You can select from the following card types to capture the payment:

  • Visa
  • Master Card
  • American Express
  • Discover
OK

Click OK to save the changes.

Cancel

Click Cancel to discard the changes.