Action

Identify Customer By Email

Identify a customer by their email address and return their contact record. Used to anchor a conversation to a specific contact for read-only flows that don't need full verification.

Reusable. Used by 3 of the 12 Fan_Agent topics.

Identity

Field	Value
Master label	`Identify Customer By Email`
Local developer name	`IdentifyCustomerByEmail`
Source template	`SvcCopilotTmpl__IdentifyCustomerByEmail`
Invocation target	`SvcCopilotTmpl__IdentifyCustomer`
Invocation target type	`flow`
Confirmation required	`false`
Show in progress indicator	`true`

Purpose

Identify a customer by their email address and return their contact record. Used to anchor a conversation to a specific contact for read-only flows that don't need full verification.

⚠️ This is not a verification — it is a lookup. Anything that mutates contact-bound data must go through Service Customer Verification first.

Used by

OrderInquiries — IdentifyCustomerByEmail_179KY0000000OtL
DeliveryIssues — IdentifyCustomerByEmail_179KY0000000OtR
ReservationManagement — IdentifyCustomerByEmail_179KY0000000OtN

Inputs

Name	Type	Required	User input	PII	Description
`emailAddress`	text	Yes	Yes	Yes	Stores the email address provided by the customer.

Outputs

Name	Type	Displayable	Used by planner	Description
`contactRecord`	recordInfo (Contact)	Yes	Yes	The Contact record associated with the identified customer.

Dependencies

Flow SvcCopilotTmpl__IdentifyCustomer must be installed (Service Agent template package).
Read access to Contact for the agent's bot user.

Reuse notes

The output contactRecord (a record reference, not just an ID) is consumed directly by:

Used in 1 agent

Agent

Fan Agent (Nacho Fan Agent)

**Description**: Deliver personalized customer interactions with an autonomous AI agent. Agentforce Service Agent intelligently supports your customers with common inquiries and escalates complex issues. The Laila instance is themed around fans of an event — its differentiator from a stock Service Agent is the **Premium Experience** topic, which lets a fan redeem points for better seats and notifies the operations team via Slack.

12 subagents20 actionsCalled from 3 subagents