Streamlining Client Onboarding: Integrating IdentityCheck with Converflow

Converflow transforms chat interactions into valuable leads with its mission to leverage conversational experiences for business growth. Featuring seamless add-ons for lead capture, customer engagement, and automation, Converflow provides businesses with a robust toolset to elevate customer interactions. By integrating IdentityCheck, you can enhance these interactions with advanced ID verification, ensuring each lead is verified and ready for next steps in your sales funnel.

Why Connect IdentityCheck to Converflow

Integrating IdentityCheck with Converflow allows businesses to:

• Enhance Trust: Instill confidence in your audience by verifying identities within your Converflow chatbot, an essential step for businesses needing to establish trust quickly.
• Streamline Onboarding: Automated KYC checks within conversations help convert and validate leads efficiently, cutting down the onboarding time drastically.
• Improve Compliance: Meet regulatory requirements effortlessly with integrated identity verification processes, minimizing manual reviews.

Discover how Wardle Partners leveraged IdentityCheck to achieve a 5-10x ROI while saving time and costs.

Setting Up the Integration

1. Log in to your Converflow dashboard.
2. Navigate to the Integrations section and select IdentityCheck.
3. Follow the prompts to authorize and connect your IdentityCheck account.
4. Customize the integration settings to match your onboarding and verification requirements.
5. Test the integration within a chatbot flow to ensure everything runs smoothly.
6. Launch live chats and begin verifying identities seamlessly.

How It Works in Converflow

Once integrated, IdentityCheck seamlessly adds ID verification capabilities to Converflow’s chat interactions. When a lead enters the chatbot, IdentityCheck automatically initiates a KYC check. For example, a customer providing their driver’s license information can be verified instantly, ensuring your sales team interacts with qualified leads and reducing wait times.

Frequently Asked Questions

• Where is the data stored? All identity verification data is stored securely following stringent industry standards.
• Can I customize verification fields? Yes, verification fields can be tailored to your specific business needs.
• What if a check is incomplete? You will receive a notification and can prompt customers to provide additional information or complete the process.

Final Thoughts

Integrating IdentityCheck with Converflow not only enhances the verification process but also empowers businesses to act confidently with verified data. Embrace this integration to optimize onboarding, meet compliance standards, and drive high-quality leads through your sales funnel efficiently.