Introduction

Visit the Avoma website at avoma.com to discover the future of meeting intelligence and CRM productivity. Avoma’s mission is to foster a collaborative and productive workplace through its AI-driven platform providing auto-transcription, insightful summaries, and collaboration enhancements. IdentityCheck complements these capabilities by adding robust ID verification processes to ensure secure and compliant interactions.

Why Connect IdentityCheck to Avoma

Integrating IdentityCheck with Avoma enhances security and compliance for your meetings and customer interactions. By implementing thorough identity checks, you can verify identities seamlessly during meetings, ensuring data integrity and trust, both of which are crucial for business success. A great case in point is Wardle Partners who achieved substantial ROI and operational efficiencies through IdentityCheck.

Setting Up the Integration

1. Log in to your Avoma account and navigate to the “Integrations” section.
2. Select “IdentityCheck” from the available integrations list.
3. Sign in to your IdentityCheck account using your credentials.
4. Authorize the connection between Avoma and IdentityCheck by granting necessary permissions.
5. Configure the integration settings as per your workflow requirements to initiate ID verification.
6. Test the integration to ensure it functions as expected during a trial meeting.

How It Works in Avoma

Once the integration is set up, IdentityCheck can be seamlessly utilized during Avoma-enabled meetings. As participants join a meeting, IdentityCheck initiates a KYC check, verifying credentials in real time. This process provides an added layer of security, offering a streamlined approach to ensure compliance without disrupting the meeting flow.

Frequently Asked Questions

How is my data stored? Your data is securely stored in compliance with industry standards, ensuring privacy and integrity throughout the ID verification process.

Can I customize the ID verification process? Yes, IdentityCheck offers customizable verification settings to suit your specific compliance and workflow needs.

What happens if an identity check is incomplete? Incomplete identity checks will prompt additional action alerts, ensuring that all needed verifications are completed before proceeding.

Final Thoughts

By integrating IdentityCheck with Avoma, businesses can perform ID verifications seamlessly during meetings, increasing security and efficiency. This robust combination not only ensures compliance but also elevates customer trust and satisfaction.