SERVICE AGENTS ARE REQUIRED TO CONFIRM A USER IDENTITY BEFORE PROVIDING SUPPORT INFORMATION OVER THE PHONE. WHAT FEATURE CAN AN APP BUILDER USE TO HELP AGENTS MEET THIS REQUIREMENT?
Guided Action Flows on the record page can help service agents meet the requirement of confirming a user identity before providing support information over the phone. Guided Action Flows are a series of screens that guide agents through a predefined process, such as verifying user information, collecting case details, or resolving issues
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