Certifying Leads from Chat Bots

Guide Overview

Summary:
This guide explains how to evaluate whether your chat bot can work with the TrustedForm Certify Web SDK.

Learning Objectives:

• Understand how TrustedForm Certify works in chat bot environments
• Determine whether your chat bot platform can support the TrustedForm Certify Web SDK
• Know how to test and validate certificate generation for accuracy

Quick Start Workflow

1. Review TrustedForm Certify Requirements
2. Confirm Chat Bot Platform Capabilities
3. Attempt SDK Implementation
4. Generate a Test Certificate
5. Review Certificate Accuracy

Step-by-Step Instructions

Step 1. Understand How TrustedForm Certify Works

• Goal: Understand the technical requirement for running TrustedForm Certify on a page.
• Context: The TrustedForm Certify Web SDK is designed to run on standard web pages using JavaScript.

Instructions:

1. Review the implementation requirements for the TrustedForm Certify Web SDK.
2. Understand that the SDK must be embedded into the page where the interaction occurs.

Expected Result:
You understand that the TrustedForm Certify Web SDK relies on JavaScript running within the webpage where the user interaction takes place.

Step 2. Confirm Your Chat Bot Supports Custom JavaScript

• Goal: Determine whether your chat bot platform allows the TrustedForm SDK to run.
• Context: The SDK can only function if the chat bot environment allows custom JavaScript to be inserted into its source code.

Instructions:

1. Identify the platform or service used to build your chat bot.
2. Review the platform documentation for support of custom JavaScript or contact your provider.
3. Confirm whether scripts can be embedded directly into the chat interface or hosting page.

Expected Result:
You determine whether your chat bot environment allows the insertion of custom JavaScript.

Step 3. Work With Your Chat Bot Provider/Developers

• Goal: Attempt to implement the TrustedForm Certify Web SDK in your chat bot environment.
• Context: Because chat bots can be built using many different technologies, compatibility cannot be guaranteed.

Instructions:

1. Contact the developers responsible for your chat bot.
2. Ask them to attempt implementing the TrustedForm Certify Web SDK within the chat bot environment.
3. Ensure the implementation occurs on the page where user interactions occur.

Expected Result:
Your development team deploys the TrustedForm Certify Web SDK for testing.

Step 4. Generate and Review Test Certificates

• Goal: Confirm that TrustedForm certificates are generated and capture the expected interaction.
• Context: Successful certificate generation indicates that the SDK can record the chat bot interaction.

Instructions:

1. Run a test interaction through the chat bot.
2. Allow the TrustedForm SDK to capture the interaction.
3. Generate a TrustedForm certificate.
4. Review the certificate to verify that it accurately reflects the interaction.

Expected Result:
A TrustedForm certificate is generated and contains accurate interaction data.

Validate Your Setup

To confirm everything is working correctly:

• Run a full chat interaction through the bot.
• Verify that a TrustedForm certificate is generated.
• Review the certificate to ensure the recorded interaction accurately represents the user session.

If the certificate accurately reflects the chat interaction, the implementation is working as expected.

Troubleshooting

Frequently Asked Questions (FAQ)

Does TrustedForm Certify support chat bots natively?

ActiveProspect is not aware of any third-party chat bot solutions that offer native support for TrustedForm Certify.

Why can’t ActiveProspect confirm whether my chat bot will work?

Chat bots can be built using many different technologies and architectures. Because of this variety, compatibility must be tested on a case-by-case basis.

What determines whether TrustedForm Certify will work with my chat bot?

The key factor is whether the chat bot environment allows custom JavaScript to be inserted and executed.

Who should attempt the implementation?

The developers responsible for your chat bot should attempt implementing the TrustedForm Certify Web SDK and review any certificates generated.

Glossary