Description of Moxie:

Moxie is a versatile application designed to help businesses manage and streamline their customer service and engagement processes. It provides powerful tools for live chat, email, and social media interactions, making it easy to deliver exceptional support and build strong customer relationships.

Uses for Moxie Users for ID Verification:

Integrating IdentityCheck with Moxie can provide several advantages:

• Enhanced security by verifying customer identities before providing support.
• Streamlined onboarding processes by automating ID verification tasks.
• Improved compliance with regulatory requirements through accurate identity checks.
• Increased customer trust by ensuring that only verified individuals receive services.

How to Set Up IdentityCheck with Moxie:

To integrate IdentityCheck with Moxie via Zapier, follow these steps:

1. Sign up for a Zapier account if you don’t already have one.
2. Log in to your Zapier account and navigate to the “Create Zap” button.
3. Select Moxie as your trigger app and choose an appropriate trigger event (e.g., new chat message).
4. Connect your Moxie account by following the on-screen instructions.
5. Next, select IdentityCheck as your action app and choose the desired action (e.g., initiate ID verification).
6. Connect your IdentityCheck account by providing necessary API credentials.
7. Map the required fields between Moxie and IdentityCheck to ensure accurate data transfer.
8. Test the integration to confirm that it works as expected.
9. Once tested, turn on the Zap to enable the integration.

How to Use IdentityCheck with Moxie:

After successfully setting up the integration, you can begin using IdentityCheck with Moxie:

• Start a new chat with a customer in Moxie.
• The integration will automatically trigger an ID verification request through IdentityCheck.
• The customer will receive a prompt to complete the ID verification process.
• Once the verification is complete, IdentityCheck will confirm the customer’s identity and notify Moxie.
• You can then proceed with providing support or services to the verified customer.

This seamless integration ensures that your customer interactions are secure and compliant, enhancing overall service quality.