Co-Review Documents in Real Time
Agents and customers jointly review, markup, and discuss documents to complete paperwork, simplify troubleshooting, and resolve queries in real-time.
How It Works
Agent shares a document with the customer for in-call review. Agent and customer can zoom-in and mark-up specific parts of the document to clarify queries collaboratively.
Use Cases
Review and Complete
Actively walk customers through documents and agreements to ensure they understand and are aligned to accelerate completion.
Gain Active Consent
Use active guidance, markup and zoom to ensure customers knowingly and actively complete and consent.
Resolve Billing Queries
Co-review bills with customers in real-time to resolve billing issues fast, reduce customer frustration and agent callbacks.
8 Key Digital Capabilities that Streamline Customer Journeys
Get The GuideBenefits
Higher Completion Rates
Guided reviews of policies, contracts and agreements, ensures that customer questions are resolved and intent is realized.
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Reduced Cancellation Rate
Customers are less likely to regret their purchase, post-call due to informed contracting and consent.
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Improved FCR and TAT
Real-time, in-channel, collaboration ensures all sales and service queries are resolved quickly.
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Higher Customer Satisfaction
Agent-customer collaboration improves the overall experience, giving customers confidence in the brand.
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Accessible
Simplify business for everyone, for millenials who are used to doing everything from their cell phones and for the elderly who may need additional visual assistance on in-call.
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Easily Integrated
Lightico’s shared review solution can be quickly and easily integrated into your existing workflows, CRM, agent toolbars and third-party business applications through open APIs.
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"Great tool to expedite customer service"
The most helpful thing about Lightico is the fast turnaround time, The upside is that you are giving your customer an easy way to respond quickly and efficiently. Lightico has cut work and waiting time as you can send customer forms via text and get them back quickly, very convenient for both parties.
"Great Service and Product"
I love the fact that I can send or request documents from a customer and it is easy to get the documents back in a secured site via text message. Our company switched from Docusign to Lightico, as Lightico is easier and more convenient than Docusign, as the customer can choose between receiving a text message or an email.