In the following video, we discuss how to toggle between the customer name and phone number in Conversations. This gives you the ability to verify who you are communicating.
Procedure for Verifying Contact Information During Conversations
Objective
This SOP outlines the steps to verify the identity of a conversation partner by checking their contact information within the system.
Key Steps
Accessing the Conversation 0:00
Select the conversation you wish to engage in.
Locate the name of the person you are conversing with at the top of the screen.
2. Viewing Contact Information 0:09
Click on the name of the person to access their contact details.
This action will display their phone number.
3. Verifying Identity 0:20
Use the displayed phone number to verify that you are speaking to the correct individual.
If necessary, note down the contact phone number for future reference.
Cautionary Notes
Always ensure that you are verifying the correct individual to maintain confidentiality and security.
Do not share personal contact information without consent.
Tips for Efficiency
Familiarize yourself with the layout of the conversation screen to quickly locate names and contact information.
Keep a notepad handy for jotting down important contact details during conversations.