Configure general information

Use this tab to configure general information about secure input forms.

Note: You must enable the secure input forms feature before any secure input forms are available for agents to use. Secure input is available in Interaction Desktop. For more information, see Enable secure input.

To configure general information

1. In the Dialog title box, type a title for the secure input form. Agents will see this text in the title bar of the dialog box that contains the secure input form.

2. In the Description box, type a description for the secure input dialog box. The CIC clients display the description when an agent selects the secure input form.

3. From the IVR Handler list, select a handler to start the secure session. The list includes only published handlers that begin with the Secure Input initiator.

4. To add a form field, next to the Input fields list, click Add. For more information, see Add form field.

5. To edit a form field, select it in the Input fields list and then click Edit.

6. To remove a form field, select it in the Input fields list and then click Remove.

7. To change the position of a form field, select it in the Input fields list and then use the Move up and Move down buttons as necessary.

Related topics

Enable secure input

Define a form field

Overview of secure input forms