Introduction

Discover how IdentityCheck seamlessly integrates with BoldDesk, a comprehensive help desk software designed to manage your support emails, automate repetitive tasks, and enhance your customer experience. BoldDesk’s mission is to provide efficient, secure, and user-friendly support management. By incorporating IdentityCheck, the platform now offers advanced ID verification capabilities, boosting security and compliance for your support operations.

Why Connect IdentityCheck to BoldDesk

Integrating IdentityCheck with BoldDesk enhances your help desk by improving user trust and operational efficiency. With IdentityCheck, you can seamlessly perform identity verification, ensuring that your customer engagements are both secure and streamlined. This powerful integration helps automate KYC (Know Your Customer) checks, reducing manual intervention and improving cost efficiency. For example, Wardle Partners, an accounting firm, achieved a remarkable 5-10x ROI, saving 30 minutes per client and cutting costs by 50% with IdentityCheck. Read more about their success story here.

Setting Up the Integration

1. Log into your BoldDesk account and navigate to the Integrations section.
2. Look for IdentityCheck in the list of available integrations.
3. Click on ‘Enable’ to activate the integration.
4. Enter your IdentityCheck API key to establish a secure connection.
5. Verify identity checks are correctly configured according to your business requirements.
6. Save your settings and begin using IdentityCheck within BoldDesk.

How It Works in BoldDesk

With IdentityCheck integrated, when a new ticket is created, BoldDesk automatically triggers a KYC check. This ensures that the identity verification process is completed before the support team engages with the client, minimizing the risk of fraud and enhancing customer trust. Clients will receive a prompt to verify their identity, after which agents can proceed with the support process, confident in the verified identity status of the interaction.

Frequently Asked Questions

• How is data stored with IdentityCheck in BoldDesk? IdentityCheck securely stores data in compliance with global standards, ensuring your customer information is protected.
• Can the ID verification process be customized? Yes, the identity verification workflow can be tailored to fit the unique requirements of your business.
• What happens if a KYC check is incomplete? If a check isn’t completed, support agents will be alerted to re-initiate the process to ensure that all necessary verifications are obtained.

In Summary

Integrating IdentityCheck into BoldDesk brings the power of automated identity verification to your support operations, enhancing security and boosting efficiency. Enjoy smoother customer interactions, confident in the knowledge that your help desk is fortified with advanced ID verification capabilities.