Seamlessly Integrate IdentityCheck with Chat Agents

Chat Agents provides a true human-managed 24/7 website live chat service designed to enhance customer engagement and satisfaction. With its mission to deliver real-time support, Chat Agents offers features like instant visitor engagement, sales assistance, and comprehensive customer interaction data. By integrating with IdentityCheck, you can add an additional layer of security and trust, streamlining identity verification processes during live interactions.

Why Connect IdentityCheck to Chat Agents

Integrating IdentityCheck into Chat Agents enables you to ensure seamless identity verification (ID verification) directly through live chat. This process not only streamlines Know Your Customer (KYC) checks but also enhances customer trust and satisfaction by ensuring transactions with verified identities. A practical example of this integration’s effectiveness can be seen in the Guardian Tax Solutions case study, which resulted in a 90% reduction in onboarding time.

Setting Up the Integration

1. Log in to your Chat Agents account and navigate to the “Integrations” tab.
2. Search for IdentityCheck and select “Connect” to begin the integration process.
3. Follow the prompts to log into your IdentityCheck account and grant permission for data sharing.
4. Configure the ID verification settings to match your organization’s verification policies.
5. Test the integration by initiating a chat session and performing an identity verification check.
6. Monitor outcomes and make adjustments to settings as needed for optimal performance.

How It Works in Chat Agents

Once integrated, IdentityCheck allows chat operators to initiate an identity check directly within the Chat Agents interface. For example, when a customer initiates a conversation, the agent can seamlessly request identity verification, which is then processed through IdentityCheck in real-time. This enables the agent to verify identity efficiently without leaving the chat window, ensuring a smooth and secure interaction.

Frequently Asked Questions

How is customer data stored within this integration?

Customer data is encrypted and securely stored in compliance with industry standards, ensuring privacy and data protection.

Can the ID verification process be customized?

Yes, the process can be tailored to meet specific authentication requirements and business needs, providing flexibility in identity verification.

What happens if an identity check is incomplete?

If initial verification cannot be completed, the system prompts a re-assessment or alternative ID verification method to ensure successful validation.

Final Thoughts

Integrating IdentityCheck with Chat Agents brings an additional layer of security and efficiency to customer interactions, ensuring that identity verification is quick, integrated, and secure. By adopting this integration, businesses can boost customer confidence and improve operational efficiency.