Authenticate the account holder before any sensitive operation — ID, date of birth, OTP code and real-time fraud checks — with no dependence on agents and no friction for the customer.
Profile changes, document copies and service activation must come from the account holder — and validating that manually is costly.
Personal data, documents and services in the wrong hands turn into losses and legal headaches.
Relying on agents to authenticate every request increases handling time and operating cost.
Strict processes protect you, but when they get too bureaucratic customers give up halfway.
When the customer requests a sensitive operation, the bot starts the validation — with as many layers as the operation requires.
Confirmation of what only the account holder knows.
Proof of channel ownership, in seconds.
An extra layer when the operation calls for it.
Decisions based on data, not guesswork.
Only when every validation passes does the conversation continue — or the request gets executed automatically. Any inconsistency blocks the conversation or routes it to the fraud analysis team.
Every sensitive request gets an authentication barrier before it happens.
Email, phone and address only change with the account holder authenticated.
Contracts, invoices and receipts delivered only to those who proved their identity.
Sensitive unlocks and activations released only after every validation.
With identity confirmed, the bot itself completes the operation — no queue, no agent.
The company needed to ensure that profile changes, document copies and service activation were done only by the account holder. Validation was manual, required agents and increased both handling time and fraud risk.
With chatt2.me, it automated identity verification on WhatsApp: ID, date of birth, OTP code, security questions and real-time fraud checks with Salesforce Flows and external integrations.
Lower fraud risk in critical processes, authentication without depending on agents, faster service and every validation logged in Salesforce for audit and traceability.
Critical processes protected by multiple validation layers before anything is executed.
The account holder's identity is confirmed before every sensitive action, with no human intervention.
Your team stops playing authenticator and focuses on what truly needs people.
Authentication in seconds, right in the conversation — fast and protected at the same time.
Every validation logged in the CRM for audit and traceability purposes.
Connect internal systems and specialized fraud-prevention platforms to the validation flow.
By combining steps according to the operation: ID validation, date-of-birth confirmation, OTP code, security questions and lookups in internal systems or anti-fraud services — all inside the WhatsApp conversation.
Via SMS, email or WhatsApp. The customer receives the one-time code and types it right in the conversation to continue.
Nothing gets executed. On any inconsistency, the conversation can be blocked or routed to a team specialized in fraud analysis.
Real-time validations use Salesforce Flows and the audit trail lives in the CRM. Internal systems and anti-fraud platforms join the flow through external integrations.
Yes. Every validation is logged in Salesforce for audit and traceability purposes, alongside the rest of the customer relationship.