User consent
The management of user consent for cookies and other trackers is an essential requirement for regulatory compliance (notably CNIL and GDPR). This section details the mechanisms available to ensure respect for the user's choices concerning the solution's use of trackers. It covers how trackers are managed before, during, and after obtaining explicit user consent.
Consent Flow
The agreement process starts with the appearance of a disclaimer that gives you three choices:
"Accept All", "Refuse All", or "Choose my options".
If the user clicks on "Refuse All", they will not have access to the Chatbox.
If they click on "Accept All", the choice is saved in their browser's local storage and the Chatbox opens.
If they choose "Choose my options", a detailed page opens, displayed in the bot's language. Note that if the user refuses essential storage at this stage, Chatbox access is also blocked.
Once the choices are validated, they are set aside in the browser's local storage and are added as variables to the conversation. These variables are sent to the server so that it can apply the decided rules and does not process certain information if it was refused.
Consent Configuration
Access to the Configuration
Before starting, you must have created at least one configuration (website, connector, etc...).
Ensure that a configuration is properly set up in your interface.
Locate and click on the "Configure cookie consent" button to access the settings.
This button opens the settings for managing how the solution uses trackers based on the user's choices.
General Disclaimer Information
You can choose the language for the disclaimer configuration from a dropdown list.
This section allows you to define the main information displayed on the first page of the consent disclaimer:
Title : Define a concise title for the consent banner.
Description : Provide the descriptive text explaining to the user the purpose of trackers and the necessity of consent.
Button Customization : You have the possibility to modify the text displayed on the three main action buttons: Accept All, Refuse All, and Choose my options.
Final preview :
Essential Storage
This section allows you to customize the information displayed for trackers that are mandatory for the Chatbox to function correctly. It is not possible to use the Chatbox without these trackers :
Section Title : Allows you to modify the title displayed for this category.
Section Description : Allows you to define the explanatory text for this tracker category.
The following two trackers are part of this basic category :
Conversations
Exchanges between the user and the chatbot can be stored on our servers for review, service quality improvement, and statistical production purposes. Depending on the chatbot's configuration, data is encrypted and accessible only to authorized administrators, it is anonymized within X days, or it is deleted within X days.
Technical Trackers
These trackers are essential for the service's operation (session management, security, performance). Disabling them would prevent the use of the chatbot.
Additional Text : It is possible to add additional text that is displayed at the end of this section.
Final Preview :
Non-Essential Storage
This section concerns trackers that are not strictly necessary for the Chatbox to function. The user has the option to accept or refuse them.
Section Title : Allows you to modify the title displayed for this category.
Section Description : Allows you to define the explanatory text for this tracker category.
The following four trackers are configurable in this category :
IP Address
The IP address is collected for security purposes (abuse prevention, anomaly detection), technical analysis, and for generating anonymized statistics on chatbot usage. It can be used to deduce an approximate location (country, region).
Browser and Operating System
Information related to the browser and operating system is collected to ensure the technical compatibility of the service, diagnose potential malfunctions, and optimize the user experience based on the technical environment used.
Location
The approximate location (deduced via the IP address or provided by the browser) may be used for service personalization, usage statistics based on geographical area, or contextual adaptation of responses.
URL
The referring URL (web page from which the user accesses the chatbot) is collected for statistical purposes, technical diagnosis, and to allow the adaptation of the chatbot's behavior according to its integration context.
Additional Text : It is possible to add additional text that is displayed at the end of this section.
Final preview :
Customizable Storage
This section allows you to define the consent status of certain trackers, thus offering flexibility in compliance.
Title : Allows you to define the title of the tracker.
Description : Allows you to define a description for this tracker.
The following tracker is configurable in this category :
Client Identifier
The client identifier is a unique, random, and non-nominative identifier assigned to each user to ensure history tracking, allow for a GDPR request (right of access or deletion), and produce technical statistics related to chatbot usage.
Status Rules :
Essential : If the status is defined as Essential, the Client Identifier becomes mandatory and is activated by default.
Non-Essential : If the status is Non-Essential, the user has the choice to activate it or not. It is also possible to choose not to display it as a choice in the consent panel.
Final preview :
Footer
This section allows you to customize the elements displayed at the bottom of the consent panel :
Footer Text
Allows you to configure the text that appears in the footer of the consent panel.
"Confirm" Button
Allows you to modify the text displayed on the button used to validate the user's choices.
"Cancel" Button
Allows you to modify the text displayed on the cancel button. Pressing this button will close the Chatbox.
Activating User Consent in the Chatbox
To make the user consent disclaimer active for a specific Chatbox, you must adjust a parameter via the debugging tool.
Choose one of your configurations from your configuration list.
Access the Debugger tool for that configuration.
In the debugger, search for the option named "userConsentDisclaimer".
Change the value of this option to
true.
Once this modification is performed, the consent disclaimer is now active for this Chatbox.
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