Integrating IdentityCheck with Smith.ai Using Zapier

About Smith.ai

Smith.ai is a comprehensive virtual receptionist and website chat service that provides businesses with professional call answering, lead intake, appointment scheduling, and much more. By offering 24/7 services, Smith.ai helps businesses capture and convert leads, manage appointments, and maintain seamless communication with their clients.

Uses for Smith.ai Users for ID Verification

Businesses using Smith.ai can now enhance their security protocols by integrating IdentityCheck for ID verification. This integration adds a layer of security, ensuring that clients’ identities are verified before accessing sensitive information or services. Here are some potential uses:

• Client Onboarding: Verify the identity of new clients to ensure they are who they claim to be before providing services.
• Appointment Verification: Confirm the identity of individuals scheduling important appointments to prevent fraudulent bookings.
• Lead Authentication: Ensure that leads captured via Smith.ai are genuine before proceeding with further communication or services.

Setting Up IdentityCheck with Smith.ai Using Zapier

Setting up ID verification using IdentityCheck and Smith.ai through Zapier is straightforward. Follow these steps:

1. Create Accounts: Ensure you have active accounts with Smith.ai, IdentityCheck, and Zapier.
2. Access Zapier: Log into your Zapier account.
3. Create a Zap: Click on ‘Make a Zap’ to start creating a new Zap.
4. Set Smith.ai as the Trigger App:
   • Search for and select ‘Smith.ai’ as the trigger app.
   • Select the specific trigger event, such as ‘New Call’ or ‘New Chat’.
   • Connect your Smith.ai account by following the on-screen instructions.
5. Set IdentityCheck as the Action App:
   • Search for and select ‘IdentityCheck’ as the action app.
   • Select the specific action, such as ‘Verify ID’.
   • Connect your IdentityCheck account by following the on-screen instructions.
6. Customize Zap: Map the necessary fields between Smith.ai and IdentityCheck to ensure smooth data transfer.
7. Test Zap: Conduct a test to verify that the integration works correctly.
8. Turn On Zap: Once everything is set, turn on your Zap.

How to Use IdentityCheck with Smith.ai for ID Verification

Once the integration is set up, using it for ID verification is simple. Here’s how to use it:

1. When a new event (like a call or chat) occurs in Smith.ai, the Zap will trigger automatically.
2. Smith.ai captures the necessary user data and sends it to IdentityCheck via Zapier.
3. IdentityCheck processes the data to verify the user’s identity.
4. The verification result is sent back to Smith.ai, where you can review it within your receptionist or chat interface.
5. Depending on the verification result, you can proceed with the interaction or take necessary actions if the identity could not be verified.

Integrating IdentityCheck with Smith.ai ensures a seamless, secure, and efficient way to conduct ID verification, adding an extra layer of trust and security to your business operations.