Integrating IdentityCheck with Convi for Enhanced Prospecting

Convi is an AI-driven video prospecting tool that empowers businesses to personalize their outreach, aiming to boost call bookings and simplify the lead engagement process. By connecting with IdentityCheck, companies can add a powerful layer of ID verification, ensuring a seamless and secure onboarding experience for all prospects.

Why Connect IdentityCheck to Convi

Integrating IdentityCheck with Convi enhances your AI-powered outreach by automating identity verification during the prospecting phase. This ensures a more trustworthy communication channel and reduces manual overhead during client engagement. For example, accounting firms like Wardle Partners have experienced significant ROI enhancements by streamlining client interactions through automated ID checks, saving valuable time and resources.

Setting Up the Integration

1. Log in to your Convi account and navigate to the integrations section.
2. Select IdentityCheck from the available list and initiate the connection process.
3. Follow the on-screen instructions to authenticate the integration using your IdentityCheck API credentials.
4. Configure the verification workflow to fit your prospecting needs, selecting triggers and actions.
5. Conduct a test ID verification to ensure the integration is functioning correctly.
6. Finalize the setup and begin using automated identity checks in your video outreach campaigns.

How It Works in Convi

Once integrated, IdentityCheck operates seamlessly within Convi. When a potential lead engages with your video prospecting medium, an automatic identity check is triggered. For example, upon booking a call, the prospect is prompted to verify identity, an essential step that compliments Convi’s personalized AI outreach, building trust and compliance from the onset.

Frequently Asked Questions

• What happens if a prospect doesn’t complete the ID check in Convi?
  They will receive automated reminders, and your team can manually follow up to ensure compliance.
• Is the ID verification process customizable?
  Yes, you can adjust verification levels and customize workflows to meet your organizational requirements.
• How is data from the KYC check stored?
  All data is stored securely with encryption, adhering to relevant privacy laws and guidelines.

Final Thoughts

The integration of IdentityCheck into Convi’s AI-driven platform is a game-changer for businesses looking to enhance security and efficiency. With automated ID verification, your outreach not only boosts engagement but ensures compliance, giving you a competitive edge in personalized prospecting.