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    Use Case

    Authentication and verification. Secure, before the conversation proceeds.

    Securely identify and verify users before taking action. Policy numbers, reference data, identity signals, handled before the conversation proceeds.

    What the agent does

    • Request

      the identity signals configured for your use case: account number, date of birth, reference code, or other data points.

    • Validate

      the provided signals against your system of record via API connector.

    • If verification passes

      proceed with the customer's request. The agent is now operating in an authenticated session.

    • If verification fails

      offer the customer an alternative path or escalate to a human agent.

    • Log

      the authentication event in Visual Execution History: every verification step is auditable.

    Industries where this applies

    Financial Services & BankingInsuranceHealthcareTelecom

    A sample conversation

    I'd like to check my policy status.
    To access your policy details, I'll need to verify your identity. Can you provide your policy number?
    POL-8847291.
    And the postcode registered on your account?
    SW1A 1AA.
    Verified. Your policy is active. The next renewal date is 15 March 2027.

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