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.

Principiante

Inglés

Después de completar este módulo, podrá hacer lo siguiente:

Designate a customer property for verification

Configure properties for verification of a service case

Disponible en la siguiente misión:

Customer Service Low-Code Developer v5

Temas

Customer verification

5 minutos

Configuring customer verification for a service case

10 minutos

Cuestionario del módulo

5 minutos