Set up your PIN entry page for remote control or co-browse
You can customize the Bold360 PIN invitation experience to match your company's branding and standards. An integrated PIN entry form behaves identical to pin.bold360.com, meaning your customers use it to contact an agent and enter the PIN that launches a remote access session.
- At admin.bold360.com, go to Customers > PIN Invitation. The PIN Invitation page is displayed.
- Select Enable PIN invitation.
- The following options allow you to customize your implementation of this feature.
Option Description Website Associate the PIN invitation with a website. Chat Window Select the Chat Window you want customers to see upon connection. Timeout Set the length of validity for the PIN code.PIN timeout, as seen by agent
- Copy the generated HTML and send it to your web developer for implementation on your site.
- Save your changes.