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Introduction

This document provides an overview of the LiveVox Secure Payment Capture (SPC) System features.

Secure Payment Capture (SPC) Overview

The Secure Payment Capture (SPC) feature of the LiveVox platform enables agents to capture payments securely. This feature must be enabled by permitted users.  When using SPC, consumers are asked to enter their payment information through their telephone keypad.

Agents can use this feature from Agent Panel, Agent Panel with Extended Panel or Agent Panel with Designer. 

Call and Screen Recordings are automatically paused with the initiation of the payment capture and resumed after the process of capturing the payment. There is no logging of Secure Payment Capture data.

Secure Payment Capture Using Agent Desktop Widgets

Secure Payment Capture using Agent Desktop Widgets allows agents to speak the required instructions directly to the consumer and guide the consumer through the payment information gathering process in a more personal and “live” way to ensure a great consumer experience.  

The following SPC widgets available in Unified Agent Desktop (UAD):

  • Credit Card Basic widget
  • Check Basic widget
  • Credit Card Advanced widget
  • Check Advanced widget

These widgets are available to agents once permitted user enables them. 

If basic or advanced SPC widgets are configured for a Credit Card or Check, then those respective configurations will be available for the agents.

Configuring SPC Widgets

Permitted users can configure message prompts and other payment details which enables agents to guide the consumer through the payment information gathering process by speaking the required instructions directly to the consumer. To configure SPC widgets, navigate to Configure > Agents > Agents Desktop > Extended Panel.

Credit Card Basic Widget

The Credit Card Basic widget allows configuring message prompts and card types. To add a Credit Card Basic widget:

  1. Select the Credit Card Basic widget from Available Widgets and click the Add button from the Extended Panel tab. The Add screen appears.

  2. Enter the widget name in the Window Title text-box.
  3. Select the Enabled checkbox to enable the widget on the extended panel of Agent Desktop
  4. Enter the message prompt for the credit card number in Credit Card Text text-box.
  5. Enter the message prompt for the credit card expiration date in the Expiry Text text-box.
  6. Enter the message prompt for the security code in the Security Text text-box.
  7. Under Credit Card Types, permitted users can select from the below card types to capture the payment:
    • Visa
    • Master Card
    • American Express
    • Discover
  8. Click OK to save the changes.

Check Basic widget

The Check Basic widget allows permitted users to configure message prompts for agents. To add a Check Basic widget:

  1. Select the widget from Available Widgets and click the Add button the Extended Panel tab. The Add screen appears.

  2. Enter the widget name in the Window Title text-box.
  3. Select the Enabled checkbox to enable the widget on the extended panel of the Agent Desktop.
  4. Enter the message prompt for routing number in the  Check Routing Text text-box.
  5. Enter the message prompt for account number in the Check Account Text text-box.
  6. Click OK to save the changes.

Credit Card Advanced widget

The Credit Card Advanced widget allows users to set message prompts for agents, Card types, Payment Gateway, and Advanced configurations. It enables agents to guide the consumer through the payment information gathering process by speaking the required instructions directly to the consumer, specifying the consumer demographic, as well as make payment arrangements.

Advanced configuration requires web service integration with your payment processor's gateway via web service APIs.

To add Credit Card Advanced widget:

  1. Select the widget from Available Widgets and click the Add button the Extended Panel tab. The Add screen appears.

  2. Enter the widget name in the Window Title text-box.
  3. Select the Enabled checkbox to enable the widget on the extended panel of Agent Desktop
  4. Users can configure the below tabs.

    1. Message Config - Allows to configure agent prompts and card types (refer above screen).

      • 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 - Select from the below card types to capture the payment.
        • Visa
        • Master Card
        • American Express
        • Discover
    2. Payment Gateway Config - Allows configuring the web service URL, response keys, success or failure values to be extracted from the response, and additional parameters when sending the request.

      • Service URL - Enter the URL of the payment gateway.
      • Response Success Key - Enter the name of the key variable which will be searched in the response for interpreting the success or failure of the request.
      • Response Success Value - Enter the expected value of success key which will be treated as the success of the request.

      • Response Agent Message Key - If response variables are activated, enter the name of the key variable which will be searched in the response for interpreting as agent message.

        Please contact client-services@livevox.com to activate all response variables for use in the Response Agent Message Key.

      • Request Param Mapping - Allows configuring additional parameters that will be passed when making the request to payment gateway. Use Add and Delete buttons to configure the additional parameters.
    3. Advanced Config - Allows configuring payment gateway connectivity related parameters which will be used when calling the HTTPS API of the payment gateway

      • Auth Method - Select the authorization method from the drop-down menu used to connect to the payment gateway. Available options are None and Basic.

      • Auth User Name - Enter the authorized user name for accessing the payment gateway.

      • Auth Password - Enter the password for your Auth User Name.
      • Connection Timeout - Enter the time in milliseconds which will be used as a timeout when making the connection to payment gateway.
      • Read Timeout - Enter the time in milliseconds which will be used as a timeout when waiting for the response from the payment gateway.
      • Request Type - Select the value from the drop-down which will be used as content type to send the HTTPS request to payment gateway.
      • Response Type - Select the value from the drop-down which will be used as the content type for the response received from the payment gateway.
      • Request Header Mapping - Allows configuring parameters that will be passed in HTTPS Header when making the request to the payment gateway. Use Add and Delete buttons to configure the additional parameters.
  5. Click OK to save the changes.

Check Advanced widget

The Check Advanced widget allows users to set Message prompts for agents, Payment Gateway, and Advanced configurations. It enables an agent to guide the consumer through the payment information gathering process by speaking the required instructions directly to the consumer, specifying the consumer demographic, as well as make payment arrangements.

Advanced configuration requires web service integration with your payment processor's gateway via web service APIs.

To add Check Advanced widget:

  1. Select the widget from Available Widgets and click the Add button the Extended Panel tab. The Add screen appears.

  2. Enter the widget name in the Window Title text-box.
  3. Select the Enabled checkbox to enable the widget on the extended panel of Agent Desktop
  4. Users can configure the following tabs:

    1. Message Config - Allows configuring agent prompts (refer above screen).

      • Check Routing Text - Enter the message prompt for the routing number.
      • Check Account Text - Enter the message prompt for the account number.
    2. Payment Gateway Config - Allows configuring the web service URL, response keys, success or failure values to be extracted from the response, and additional parameters when sending the request.

      • Service URL - Enter the URL of the payment gateway.
      • Response Success Key - Enter the name of the key variable that will be searched in the response for interpreting the success or failure of the request.
      • Response Success Value - Enter the expected value of success key which will be treated as the success of the request.

      • Response Agent Message Key - If response variables are activated, enter the name of the key variable which will be searched in the response for interpreting as agent message.

        Please contact client-services@livevox.com to activate all response variables for use in the Response Agent Message Key. 

      • Request Param Mapping - Allows configuring additional parameters that will be passed when making the request to the payment gateway. Use Add and Delete buttons to configure the additional parameters.
    3. Advanced Config - Allows configuring payment gateway connectivity related parameters that will be used when calling the HTTPS API of the payment gateway. 

      • Auth Method - Select the authorization method from the drop-down menu which will be used to connect to the payment gateway. The available options are None and Basic.
      •  Auth User Name - Enter the authorized user name for accessing the payment gateway.
      •  Auth Password - Enter the password for your Auth User Name.
      •  Connection Timeout - Enter the time in milliseconds which will be used as a timeout when making the connection to payment gateway.
      •  Read Timeout - Enter the time in milliseconds which will be used as a timeout when waiting for the response from the payment gateway.
      •  Request Type - Select the value from the drop-down which will be used as content type to send the HTTPS request to payment gateway.
      •  Response Type - Select the value from the drop-down which will be used as the content type for the response received from the payment gateway.
      •  Request Header Mapping - Allows configuring parameters that will be passed in HTTPS Header when making the request to the payment gateway. Use Add and Delete buttons to configure the additional parameters.
  5. Click OK to save the changes.

Interoperability of SPC Widgets

Permitted users can enable the SPC functionality on Agent Panel, Agent Panel with Extended Panel or Agent Panel with Designer. To enable the functionality:

  1. Navigate to Configure > Agents > Agent Desktop.
  2. Select the desktop (associated with the standard agent desktop service) from the Desktops drop-down menu.
  3. Select the Agent Panel + Extended Panel option.
  4. Add Secure Payment Capture widgets.

  5. Click the Save Agent Desktop button.
  6. Select the Agent Panel option for the same desktop.

  7. Click the Save Agent Desktop button.

To enable the functionality on Agent Desktop with Designer:

  1. Navigate to Configure > Agents > Agent Desktop.
  2. Select the desktop (associated with the designer desktop service) from the Desktops drop-down menu.
  3. Select the Agent Panel + Extended Panel option.
  4. Add Secure Payment Capture widgets.

  5. Click the Save Agent Desktop button.
  6. Select the Agent Panel + Designer option for the same desktop.

  7. Click the Save Agent Desktop button.
  8. Navigate to the Designer tab.
  9. Select the required designer desktop from the Designer Desktop drop-down menu.

  10. Click the Save Agent Desktop button.

Using SPC Widgets from Agent Desktop

SPC widgets are available on Agent Panel, Agent Panel with Extended Panel, or Agent Panel with Designer desktop. 

If the SPC widget is enabled, agents can guide the consumer through the payment information gathering process by speaking the required instructions directly to the consumer.

To initiate Secure Payment Capture, one or more of the following widgets must be configured by permitted users and available on Agent desktop:

  • Credit Card Basic
  • Check Basic
  • Credit Card Advanced
  • Check Advanced 

Once configured, agents are presented with the credit card or check control buttons.

Clicking on credit card or check buttons open the widgets on the screen.

Credit Card Basic

After clicking the credit card button, the configured Credit Card Basic widget is launched on agent desktop as shown below. Clicking the Cancel button removes the Credit Card Basic payment screen from agent desktop.

If configured, agents can capture the payment for Visa, Master, American Express, or Discover cards.

  1. Read the configured message prompt to the consumer to get the Credit Card Number. The Consumer enters their credit card number using the telephone keypad. When the consumer enters a valid credit card number, it is reflected on the screen.
  2. Read the configured message prompt to the consumer for the Expiration Date of the credit card. The Consumer enters their credit card expiration date using the telephone keypad. When the consumer enters a valid credit card expiration date, it is reflected on the screen.
  3. Read the configured message prompt to the consumer to get the Security Code of the credit card. The consumer enters their credit card security code using the telephone keypad. 

Check Basic

After clicking the check button, the configured Check Basic widget appears on the agent desktop as shown below. Click the Cancel button to close the Check Basic payment screen.

  1. Read the configured message prompt to the consumer to get the Routing Number. The consumer enters their routing number using the telephone keypad. When the consumer enters their routing number, it is reflected on the screen.
  2. Read the configured message prompt to the consumer to get the Account Number. The consumer enters their account using the telephone keypad. When the consumer enters a valid account number, it is reflected on the screen.

Credit Card Advanced

After clicking the credit card button, the configured Credit Card Advanced widget appears on agent desktop as shown below. Click the Next or Back buttons to move to the next or previous field. Click the Process Payment button to complete the transaction.

If configured, agents can capture the payment for Visa, Master, American Express, or Discover cards.

  1. The below screenshot shows the consumer Demographic tab of Credit Card Advanced widget. Enter the billing information as it relates to the specific payment card.
  2. The below screenshot shows the Payment tab of Credit Card Advanced widget. Enter the consumer payment information.

  3. The below screenshot shows the Status tab of Credit Card Advanced widget. 

  4. Follow the same procedure as with the Credit Card Basic widget.
  5. However, the payment details do not appear as these details are masked in the Credit Card Advanced widget. Instead, agents can see an 'Obtained' message on agent desktop once the consumer successfully enters their information.
  6. Once all the details are obtained, click the Process Payment button.
  7. A confirmation message (success/failure) appears on the screen. 

Check Advanced

After clicking the check button, the configured Check Advanced widget is launched as shown below. Click the Next or Back buttons to move to the next or previous field. Click the Process Payment button to complete the transaction. Clicking the Cancel button removes Check Basic payment screen from agent desktop.

  1. The below screenshot shows the consumer Demographic tab of Check Advanced widget. Enter the billing information.

  2. The below screenshot shows the Payment tab of Check Advanced widget. Enter the consumer payment information.

  3. The below screenshot shows the Status tab of the Check Advanced widget.

  4. Follow the same procedure as with the Check Basic widget.
  5. However, the payment details do not appear as these details are masked in Check Advanced widget. Instead, agents can see an 'Obtained' message on agent desktop once the consumer successfully enters their information.
  6. Once all the details are obtained, click the Process Payment button.
  7. A confirmation message (success/failure) appears on the screen.



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