Action

Verify Customer

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Verifies whether the verification code entered by the user matches the code sent to the user's email address. On success, downstream topics (Account, Cases, Orders, Deliveries, Reservations) can use the resulting `customerId` as the verified Contact ID.

Step 2 of the Service Customer Verification sequence.

Identity

FieldValue
Master labelVerify Customer
Local developer nameVerifyCustomer
Source templateSvcCopilotTmpl__VerifyCustomer
Invocation targetSvcCopilotTmpl__VerifyCode
Invocation target typeflow
Confirmation requiredfalse
Show in progress indicatortrue

Purpose

Verifies whether the verification code entered by the user matches the code sent to the user's email address. On success, downstream topics (Account, Cases, Orders, Deliveries, Reservations) can use the resulting customerId as the verified Contact ID.

Used by

Inputs

NameTypeRequiredUser inputPIIDescription
customerCodetextYesYesNoThe verification code the user typed in chat.
authenticationKeytextYesNo (planner-piped from SendEmailVerificationCode)NoAuthentication key used to validate the code.
customerIdtextYesNo (planner-piped)NoThe Salesforce User ID or Contact ID being verified.
customerTypetextYesNo (planner-piped)NoCustomer ID type (Salesforce user vs. contact).

Outputs

NameTypeDisplayableUsed by plannerDescription
isVerifiedbooleanNoNoWhether the customer code is verified.
customerIdtextNoNoVerified Salesforce user ID or contact ID.
customerTypetextNoNoType of the verified ID.
messageAfterVerificationtextYesNoGeneric post-verification message displayed to the user.

Note: isVerified is not marked as isUsedByPlanner. Verification state in the conversation is driven by the planner's awareness that this action ran successfully (the boolean is a flow-internal control). Downstream actions consume the customerId returned here as their verifiedContactID input.

Dependencies

Used in 1 agent

Used by (1 subagent)