Turn WhatsApp into a secure channel for identity verification.
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.
The challenge with every sensitive operation
Profile changes, document copies and service activation must come from the account holder — and validating that manually is costly.
Fraud in critical processes
Personal data, documents and services in the wrong hands turn into losses and legal headaches.
Slow, manual validation
Relying on agents to authenticate every request increases handling time and operating cost.
Security that becomes friction
Strict processes protect you, but when they get too bureaucratic customers give up halfway.
How the authentication flow works
When the customer requests a sensitive operation, the bot starts the validation — with as many layers as the operation requires.
Registration data
Confirmation of what only the account holder knows.
- 1Validation of national ID or another document.
- 2Confirmation of date of birth.
- 3Data checked right in the conversation, no agent needed.
OTP code
Proof of channel ownership, in seconds.
- 1One-time code via SMS, email or WhatsApp.
- 2The customer types the code right in the chat.
- 3Instant confirmation, without leaving WhatsApp.
Security questions
An extra layer when the operation calls for it.
- 1Questions defined by the type of request.
- 2Answers checked in real time.
- 3More rigor for higher-risk operations.
Real-time fraud checks
Decisions based on data, not guesswork.
- 1Lookups in internal systems or anti-fraud services.
- 2Real-time validation with Salesforce Flows.
- 3External integrations mid-flow, no human intervention.
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.
Operations that become protected
Every sensitive request gets an authentication barrier before it happens.
Profile data changes
Email, phone and address only change with the account holder authenticated.
Document copies
Contracts, invoices and receipts delivered only to those who proved their identity.
Service activation
Sensitive unlocks and activations released only after every validation.
Automatic request execution
With identity confirmed, the bot itself completes the operation — no queue, no agent.
How a company secured sensitive operations on WhatsApp
The challenge
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.
The solution
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.
The result
Lower fraud risk in critical processes, authentication without depending on agents, faster service and every validation logged in Salesforce for audit and traceability.
What changes day to day
Lower fraud risk
Critical processes protected by multiple validation layers before anything is executed.
Automatic validation
The account holder's identity is confirmed before every sensitive action, with no human intervention.
Less dependence on agents
Your team stops playing authenticator and focuses on what truly needs people.
Fast without giving up security
Authentication in seconds, right in the conversation — fast and protected at the same time.
Audit trail in Salesforce
Every validation logged in the CRM for audit and traceability purposes.
Anti-fraud integration
Connect internal systems and specialized fraud-prevention platforms to the validation flow.
Frequently asked questions
How does the bot verify the customer's identity?+
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.
Which channels can deliver the OTP code?+
Via SMS, email or WhatsApp. The customer receives the one-time code and types it right in the conversation to continue.
What happens if validation fails?+
Nothing gets executed. On any inconsistency, the conversation can be blocked or routed to a team specialized in fraud analysis.
Do I need Salesforce?+
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.
Are validations logged for auditing?+
Yes. Every validation is logged in Salesforce for audit and traceability purposes, alongside the rest of the customer relationship.