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.

Beginner

Inglese

After completing this module, you should be able to:

Designate a customer property for verification

Configure properties for verification of a service case

Disponibile nelle seguenti missioni:

Customer Service Low-Code Developer v5

Topics

Customer verification

5 mins

Configuring customer verification for a service case

10 mins

Module Quiz

5 mins