Introduction

Welcome to a new era of seamless customer interactions with Qualyon. As a leading email automation platform, Qualyon is built on GPT technology to streamline customer engagements and automate email responses, making your processes as efficient as possible. By integrating IdentityCheck, you can enhance Qualyon’s capabilities by seamlessly incorporating robust identity verification for added security and compliance peace of mind.

Why Connect IdentityCheck to Qualyon

Integrating IdentityCheck with Qualyon ensures efficient handling of client identity verification alongside Qualyon’s already outstanding email automation. The dual functionality allows businesses to automate KYC checks directly within their email systems, accelerating client onboarding and reducing compliance risks.

For example, Wardle Partners, an accounting firm, managed to save 30 minutes per client and cut costs by 50% by integrating IdentityCheck. To learn more about how this integration can revolutionize accounting operations, read the full case study here.

Setting Up the Integration

1. Log in to your Qualyon account and navigate to the integrations section.
2. Search for IdentityCheck in the available integrations list.
3. Click on ‘Connect’ and follow the prompts to link your IdentityCheck account.
4. Configure your ID verification settings and email automation triggers.
5. Conduct a test run to ensure everything is synced correctly.
6. Activate the integration and monitor through your Qualyon dashboard.

How It Works in Qualyon

Once integrated, IdentityCheck operates within Qualyon’s email interface. For instance, when a new client email is received, it triggers an ID check workflow. The system then executes a KYC check before replying, ensuring communication only proceeds once identity verification is complete, streamlining processes and upholding compliance.

Frequently Asked Questions

How is my data stored during the identity check?

Qualyon and IdentityCheck ensure all data is encrypted and stored securely, conforming to industry standards to protect client information.

Can I customize verification requirements?

Yes, the integration allows customization to suit specific compliance needs, letting you tailor KYC criteria based on your organization’s requirements.

What happens if an identity check is incomplete?

The system automatically flags emails with incomplete checks for review, allowing you to address issues before continuing further communication.

Final Thoughts

Integrating IdentityCheck with Qualyon brings a new dimension of efficiency and security to customer interactions. Automate your ID verification processes while maintaining robust compliance, ensuring seamless and secure engagement across all email communications.