Configuring customer verification

The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer identity. In this module, you learn how to configure new security questions and determine when the questions are presented to the agent. The CSR that handles the transaction asks the verification questions at the start of the interaction, before launching a service case, or both.

Anfänger

Englisch

Nach Abschluss dieses Moduls können Sie Folgendes:

Designate a customer property for verification

Configure properties for verification of a service case

In der folgenden Mission verfügbar:

Customer Service Low-Code Developer v5

Themen

Customer verification

5 Min.

Configuring customer verification for a service case

10 Min.

Modulquiz

5 Min.