Action

Update Verified Contact

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Updates fields on a customer's contact record, such as the email address, phone number, or postal address.

Identity

FieldValue
Master labelUpdate Verified Contact
Local developer nameUpdateVerifiedContact
Source templateSvcCopilotTmpl__UpdateVerifiedContact
Invocation targetSvcCopilotTmpl__UpdateVrfyCtct
Invocation target typeflow
Confirmation requiredtrue
Show in progress indicatortrue

Purpose

Updates fields on a customer's contact record, such as the email address, phone number, or postal address.

Used by

Prerequisites

  • Customer must be verified through Service Customer Verification. verifiedContactID is planner-piped from the verified session.
  • Explicit user confirmation required.
  • Inputs are differential: only the fields the user wants to change should be populated; the rest are left empty (the flow treats empty as "no change").

Inputs

NameTypeRequiredUser inputPIIDescription
verifiedContactIDtextYesNo (planner-piped)NoContact record ID to update.
newCitytextNoYesNoNew city. Empty if not changing.
newEmailAddresstextNoYesYesNew email address. Empty if not changing.
newPhoneNumbertextNoYesYesNew phone number. Empty if not changing.
newPostalCodetextNoYesNoNew postal code. Empty if not changing.
newStatetextNoYesNoNew state. Empty if not changing.
newStreetAddresstextNoYesNoNew street address. Empty if not changing.

Outputs

NameTypeDisplayableUsed by plannerDescription
contactRecordrecordInfo (Contact)YesYesThe updated contact record.

Dependencies

  • Flow SvcCopilotTmpl__UpdateVrfyCtct installed.
  • Field-level edit permissions on Contact for the agent bot user across the 6 mutable fields above.

Used in 1 agent

Used by (1 subagent)