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Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

How IdentityCheck works with Intercom

What is Intercom?

Intercom is a customer messaging platform that allows businesses to communicate with their customers through a variety of channels, including chat, email, and social media. It offers features such as live chat, help desk, and customer engagement tools, making it an essential tool for customer support and sales teams.

Using IdentityCheck for ID Verification with Intercom

Integrating IdentityCheck with Intercom can streamline the process of ID verification for customer interactions. This integration can be particularly useful for verifying user identities during customer support interactions, onboarding new users securely, and ensuring that transactions are authorized.

With IdentityCheck, Intercom users can automate ID verification, reducing the risk of fraud and enhancing customer trust. Here are some specific uses:

  • Onboarding new customers with verified identities
  • Providing an extra layer of security for high-value transactions
  • Verifying user identity during critical support interactions

Setting Up IdentityCheck Integration with Intercom via Zapier

Integrating IdentityCheck with Intercom using Zapier is a straightforward process. Follow these steps to set up the integration:

  1. Sign up for a Zapier account if you haven’t already.
  2. In your Zapier dashboard, click on “Make a Zap” to start creating a new automation.
  3. Choose Intercom as the Trigger App and select a trigger event, such as “New Conversation” or “Tag Added to User”.
  4. Connect your Intercom account to Zapier as prompted.
  5. Next, select IdentityCheck as the Action App and choose an action event, such as “Verify ID”.
  6. Connect your IdentityCheck account to Zapier.
  7. Configure the action event to specify the verification details and complete the zap setup.
  8. Test your Zap to ensure everything works correctly, then turn it on.

How to Use IdentityCheck with Intercom

Once you have set up the integration, using IdentityCheck within Intercom is seamless. Here are the steps to use it effectively:

  1. When a new customer interaction begins in Intercom, the configured zap will automatically trigger IdentityCheck to initiate an ID verification process.
  2. The customer will receive a prompt or link to complete their ID verification as specified in your zap setup.
  3. Upon successful verification, IdentityCheck will update the customer’s profile in Intercom with the verification status.
  4. Customer support or sales teams can then proceed with the interaction, assured of the customer’s verified identity.

This integration ensures a secure and efficient way to verify customer identities within your Intercom platform, enhancing security and improving customer trust.

About Intercom
Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.