Workflow templates / Support
Verify customers with a one-time code
Customers prove who they are with a one-time code before you help with their account.
Works with: Any channel
How it works
- The customer sends their registered mobile number, checked once and re-asked once
- Your API sends a code
- They reply with it, with one retry
- A verified flag and tag are saved on the contact
Steps in the workflow: Trigger, Send message, Wait for reply, Condition, Send message, Call an API, Send message, End, Send message, Hand to the team, Wait for reply, Wait for reply.
Who it is for
Brands that must verify a customer before account help.
Good to know
- Who sends the code?
- Your own verification API. Point the API call at your service and match its reply fields before publishing.
- What if the code expires?
- The customer is told to start again.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.