Action

Send Email with Verification Code

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Sends a generated verification code to the user's email address. The flow generates a random code, persists an authentication key, and emails the code to the customer.

Step 1 of the Service Customer Verification sequence.

Identity

FieldValue
Master labelSend Email with Verification Code
Local developer nameSendEmailVerificationCode
Source templateSvcCopilotTmpl__SendEmailVerificationCode
Invocation targetSvcCopilotTmpl__SendVerificationCode
Invocation target typeflow
Confirmation requiredfalse
Show in progress indicatortrue

Purpose

Sends a generated verification code to the user's email address. The flow generates a random code, persists an authentication key, and emails the code to the customer.

Used by

Inputs

NameTypeRequiredUser inputPIIDescription
customerToVerifytextYesYesYesEmail address or username provided by the customer. Initiates the verification process.

Outputs

NameTypeDisplayableUsed by plannerDescription
verificationMessagetextYesYesGeneric message displayed to the user (e.g. "Code sent to ...@...").
verificationCodetextNoNoThe generated verification code. Internal — never displayed.
authenticationKeytextNoNoAuthentication key used to validate the code on the next step.
customerIdtextNoNoThe Salesforce User ID or Contact ID matched to the email.
customerTypetextNoNoCustomer ID type (Salesforce user vs. contact).

Downstream contract

The values authenticationKey, customerId, and customerType are passed directly into VerifyCustomer as isUserInput = false inputs (planner-piped, not displayed).

Dependencies

  • Flow SvcCopilotTmpl__SendVerificationCode must be installed.
  • An organisation-wide email address or transactional email setup that can deliver to customer emails.

Used in 1 agent

Used by (1 subagent)