Help desk agents capture ID for secure 2FA resets
Help desk agents capture ID for secure 2FA resets
Support agents handling 2FA reset chats miss ID checks, leaving customers locked out. Send verification links, log an internal note, and record the check so agents complete 2FA resets quickly.
Overview
Support agents risk leaving customers locked out when ID checks are missed during 2FA resets. This workflow sends verification links, creates private notes, and logs verifications from the conversation, eliminating missed follow-ups and restoring access faster. The result is clearer audit trails and fewer outstanding verification tasks.
Notable Features
- Send verification link via SMS
- Add internal verification note
- Record verification status in ticket