Identity Verification
Protect sensitive data by requiring customers to verify their identity before the AI shares information.
Match Types
| Match Type | Best For | How It Works |
|---|---|---|
| Phonetic | Names, emails | Tolerates speech-to-text errors |
| Numeric | ZIP, PIN, account numbers | Strips non-digits, compares |
| Phone Number | Phone verification | Normalizes formats |
| Last 4 Digits | SSN, card numbers | Checks last 4 digits |
| Date | Birthdates | Handles multiple formats |
Staffify Workspace actions in customer agents
Built-in Staffify Workspace actions read and change data in Staffify itself. Every Workspace action has an audience label that decides whether it can be linked to an agent that talks to customers (email, WhatsApp, phone and chat widget).
| Label | What it does | Customer agents |
|---|---|---|
| Own data only | Only returns or changes records of the customer in the conversation | Yes |
| Public | General business information without customer data | Yes |
| Your assistant only | Works across all customers (search, lists, revenue) | No, only your own assistant |
For "own data only" actions the agent recognises the customer by the sender email address, WhatsApp number or caller ID. When that does not match the record, the agent asks the check questions in one message (postcode and house number, or an invoice number with its amount) before it shares anything. The answers are remembered for the rest of the conversation for a limited time. Accepting or declining a quote always needs the check questions. The chat widget only works with records made in the same chat.