Understanding Crisp

Crisp is a multi-channel customer support software designed to enhance customer communication and streamline support processes. It offers live chat, email support, and more, making it a comprehensive solution for businesses looking to improve their customer interaction and support.

Using ID Verification with Crisp

Integrating IdentityCheck with Crisp through Zapier allows businesses to perform seamless ID verification. This integration helps verify customer identities quickly and securely during interactions. Here’s how it can benefit users of Crisp:

• Validate customer identities during live chat session
• Streamline onboarding processes with automated ID verification
• Enhance security by ensuring that customer data is validated
• Reduce fraud by verifying identities in real-time

Setting Up the Integration

Follow these steps to set up IdentityCheck with Crisp using Zapier:

1. Create accounts on both IdentityCheck and Crisp.
2. Sign in to your Zapier account. If you don’t have one, you can create it for free.
3. In Zapier, click on “Make a Zap” to start the integration process.
4. Select Crisp as the trigger app and choose a relevant trigger event (e.g., New Conversation).
5. Connect your Crisp account to Zapier and authorize the connection.
6. Choose IdentityCheck as the action app and select the appropriate action event (e.g., Verify ID).
7. Connect your IdentityCheck account to Zapier and authorize the connection.
8. Map the necessary fields between Crisp and IdentityCheck to ensure data flows correctly.
9. Test the integration to ensure it’s working as expected.
10. Turn on your Zap to activate the integration.

How to Use the Integration

Once the integration is set up, using it is straightforward. Here’s how you can use ID verification within the Crisp platform:

• When a new customer initiates a chat on Crisp, the ID verification process can automatically trigger.
• The customer will receive a request to submit their ID for verification through IdentityCheck.
• IdentityCheck processes the ID verification and sends the results back to Crisp.
• Your support team can view the verification status directly within Crisp, enabling them to proceed based on the verification outcome.
• This automated process helps ensure that all customer interactions are secure and that verified identities are maintained throughout the communication process.

Conclusion

Integrating IdentityCheck with Crisp through Zapier is an effective way to perform ID verification effortlessly. This setup ensures that businesses can maintain high-security standards while providing seamless customer support. Follow the steps outlined above to set up and use the integration, and start benefiting from streamlined ID verification today.