This feature can be configured by users with Administrator, Supervisor, or Supervisor Agent roles, allowing it to be used during an active conversation. This streamlines processes, reduces friction, and improves the team and customers' experience.
See also: How to send documents for signing from Live using DocuSign
Requirements: Before you begin, make sure you meet the following points:✓ Have an active DocuSign service.
✓ Have Administrator, Supervisor, or Supervisor Agent access in Live.
✓ Have valid DocuSign credentials to configure the integration.
✓ Ensure that the documents to be sent are uploaded to the DocuSign account used for the integration.
Key facts✓ The configuration ensures that the send option is only visible to roles that can reply to conversations and belong to the enabled Group.
✓ All documents stored in the DocuSign account will automatically appear in the "Send Document for Signature" option in the Live chat.
✓ The integration applies to both existing documents and any added in the future.
To configure DocuSign in Live, you’ll need the following links:1. DocuSign Account: https://developers.docusign.com/
2. Redirect URIs: https://live-us.aivo.co/docusign-callback
3. Origin URL: https://live-us.aivo.co
4. Server URL: https://account-d.docusign.com
In the tour below, you will find a step-by-step guide to setting up your account: