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  • 1.  Verify customer information in chat flow

    Posted 02-23-2022 17:06
    No replies, thread closed.
    New to chat flows (proficient with voice flows)....Want to verify what i am finding.   After customer clicks start chat, we search on email through data action.  We then want to confirm SSN and phone.  is the only way to do this through connecting to bot?  If so, is the best way to use slots?  I have it working but seems like it should be easier than i am making it to verify what the customer is inputting in the chat window.
    #DigitalChannels

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    Clayton Curtis
    Enova Online Services, Inc.
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  • 2.  RE: Verify customer information in chat flow

    Posted 02-23-2022 20:07
    Edited by Robert Wakefield-Carl 02-23-2022 20:08
    No replies, thread closed.
    Best is to use a Bot for this.  It can wait for responses and provide feedback.  Use the built-in bot flows.  

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    Robert Wakefield-Carl
    Avtex Solutions, LLC
    Contact Center Innovation Architect
    robertwc@avtex.com
    https://www.Avtex.com
    https://RobertWC.Blogspot.com
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    Original Message


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