Support ops: send verification texts for applicant intake
Support ops: send verification texts for applicant intake
Support ops get applicant contacts through intake forms, stalling identity checks and creating SLA risk. Trigger verification texts so support ops complete identity and AML checks before SLA breaches.
Overview
Applicant contacts that go unverified create SLA risk and force support ops into manual outreach. This workflow sends verification texts from incoming applicant submissions so agents begin identity and AML checks immediately, preventing missed verifications and protecting SLAs. The result is faster handoffs and fewer manual follow-ups for your support ops team.
Notable Features
- Send SMS verification texts
- Create applicant record automatically
- Route failed verifications to queue