One way to improve customer service is by leveraging technology to automate manual tasks, such as ID verification. Traditionally, this process can be time-consuming and prone to errors, with customers having to submit their identification documents manually and wait for them to be reviewed and verified. However, with the help of the new IDfy bot template with API connections to IDfy, a third-party service for ID verification of Indian documents, businesses can automate this process, reducing the time and effort required for customers and businesses.
Using the IDfy bot template
- Navigate to Bots > Templates > IDfy template and click on the Use button. You can now update the bot template to fit your requirements and publish the bot.
Whether you're a financial institution, government agency, or any organization dealing with user documents, this bot template can help your operations. In a world where paperless transactions and digital processes are becoming the norm, the IDfy bot template is designed to simplify the submission and verification of Indian documents.
Key capabilities
Support for documents:
Your customers can upload Indian documents directly to the bot. The IDfy APIs support the below list of documents:
- Aadhar Card
- PAN Card
- Voter ID Card
- Driving Licence
- Passport
Key capabilities:
The bot template offers the following capabilities powered by IDfy APIs:
- Data Extraction: Using IDfy's Optical Character Recognition (OCR) technology, the bot template can accurately extract relevant details from the uploaded documents. This reduces manual data entry errors.
- User Verification: The bot template also ensures data authenticity by using a verification process powered by IDfy. The end-users are required to upload a selfie, which is then cross-referenced with the image on the uploaded document. This improves security because of the two-step verification process and prevents fraudulent submissions.
Once deployed, the bot will make use of these steps for identity verification:
- Upload: The end-users initiate the conversation and upload their Indian documents (listed above).
- Extraction: The chatbot extracts customer data, such as name, date of birth, address, and more, from the uploaded document using OCR.
- Verification: Users are prompted to upload a selfie. The chatbot then matches this selfie with the image on the uploaded document to ensure user authenticity.
Technical considerations:
- Verification: Users are prompted to upload a selfie. The chatbot then matches this selfie with the image on the uploaded document to ensure user authenticity.
- Setting up APIs: As this is a template for bots, we have set it up using dummy API tokens. Please update the API fields using your IDfy Account tokens to facilitate document submission and retrieval of extracted details.
- Supported documents: Please select the documents that align with your business needs and adjust the list accordingly.
Whether you're a financial institution, government agency, or any organization dealing with user documents, this bot template can help your operations. In a world where paperless transactions and digital processes are becoming the norm, the IDfy bot template is designed to simplify the submission and verification of Indian documents. By automating the ID verification process, businesses can save time, reduce errors, and improve customer satisfaction.