Action
Verify Customer
Download .mdVerifies 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
| Field | Value |
|---|---|
| Master label | Verify Customer |
| Local developer name | VerifyCustomer |
| Source template | SvcCopilotTmpl__VerifyCustomer |
| Invocation target | SvcCopilotTmpl__VerifyCode |
| Invocation target type | flow |
| Confirmation required | false |
| Show in progress indicator | true |
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
- ServiceCustomerVerification —
VerifyCustomer_179KY0000000OtU
Inputs
| Name | Type | Required | User input | PII | Description |
|---|---|---|---|---|---|
customerCode | text | Yes | Yes | No | The verification code the user typed in chat. |
authenticationKey | text | Yes | No (planner-piped from SendEmailVerificationCode) | No | Authentication key used to validate the code. |
customerId | text | Yes | No (planner-piped) | No | The Salesforce User ID or Contact ID being verified. |
customerType | text | Yes | No (planner-piped) | No | Customer ID type (Salesforce user vs. contact). |
Outputs
| Name | Type | Displayable | Used by planner | Description |
|---|---|---|---|---|
isVerified | boolean | No | No | Whether the customer code is verified. |
customerId | text | No | No | Verified Salesforce user ID or contact ID. |
customerType | text | No | No | Type of the verified ID. |
messageAfterVerification | text | Yes | No | Generic post-verification message displayed to the user. |
Note:
isVerifiedis not marked asisUsedByPlanner. 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 thecustomerIdreturned here as theirverifiedContactIDinput.
Dependencies
- Flow
SvcCopilotTmpl__VerifyCodemust be installed. - Same email-delivery prerequisites as
SendEmailVerificationCode.
