The Check Basic widget allows you to configure message prompts which enables agent to guide the customer through the payment information gathering process by speaking the required instructions directly to the customer. Select Check Basic from the available widgets section and click Add. You will be presented with Add - Check - Basic screen.
- Window Title - Enter the widget name.
- Enabled - Click the checkbox to enable the widget on extended panel of Agent Desktop.
- Check Routing Text - Enter the message prompt for routing number.
- Check Account Text - Enter the message prompt for account number.
- 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.