Introduction

Welcome to the seamless integration of IdentityCheck with HelpSpace, a leading customer service platform. Visit HelpSpace and discover a world where your team inbox, intuitive interface, self-service sites, and multiple inbound channels converge to give your business a competitive edge. By integrating IdentityCheck, organizations elevate this experience through robust ID verification solutions, transforming customer service into a streamlined, secure interaction.

Why Connect IdentityCheck to HelpSpace

Integrating IdentityCheck with HelpSpace brings tangible value through enhanced security and faster customer engagements. Firstly, automatic identity verification reduces customer wait time, ensuring a smooth user experience. Secondly, your team benefits from reduced manual intervention, focusing on higher-level tasks. For instance, consider the case of Guardian Tax Solutions which cut onboarding time by 90% by using IdentityCheck, showcasing the efficiency gains and cost reductions possible.

Setting Up the Integration

1. Log in to your HelpSpace account.
2. Navigate to the ‘Integrations’ tab in the settings menu.
3. Find ‘IdentityCheck’ and click ‘Connect’.
4. Authorize HelpSpace by logging into your IdentityCheck account.
5. Map the required fields to ensure seamless data flow between both apps.
6. Test the integration with a dummy KYC check to confirm successful setup.

How It Works in HelpSpace

Once set up, IdentityCheck quietly performs its duties within HelpSpace, ensuring each customer inquiry is automatically followed by a KYC check. For example, when a new ticket is created, IdentityCheck verifies identity in the background, and results appear in the agent’s dashboard, allowing for quick, informed interaction decisions.

Frequently Asked Questions

• Where is data stored? Data is securely stored on both IdentityCheck’s and HelpSpace’s servers, compliant with industry standards.
• Can I customize the ID verification process? Yes, tailor the identity check steps to match your business needs within the HelpSpace dashboard.
• What happens if a check is incomplete? You can configure notifications for incomplete checks, prompting customers to provide missing details through HelpSpace.

Wrap-Up

Enhancing your customer service suite with IdentityCheck optimizes security and efficiency. By automating identity verification within HelpSpace, expect noticeably improved satisfaction and operational effectiveness. Connect today and gain from an advanced KYC check solution that keeps both your business and your customers secure.