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Walkthrough: verify a contact from Zendesk Sell

How the StackGo and Zendesk Sell integration verifies a client's identity, step by step: tick KYC Command on the contact; on the client’s phone, a few minutes, nothing to type; the result lands on the Zendesk Sell contact; the result and the full report in StackGo.
  1. 0:00Start the check in Zendesk Sell
  2. 0:14The client verifies on their phone
  3. 0:34The result comes back

How a client ID check works with Zendesk Sell

  1. Tick KYC Command on the contactTick KYC Command on the contact and save.
  2. On the client’s phone, a few minutes, nothing to typeEverything happens on the client’s own phone, from the email StackGo sends.
  3. The result lands on the Zendesk Sell contactKYC Status shows the result on the contact your team already works in.
  4. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the Zendesk Sell integration page.

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