In a world of spoofing, phishing, spam, and bots, it makes sense to add a layer of security to your support system. That's why we brought a support PIN to Upmind. With a few clicks, you can protect your clients, reduce time spent on dead-end support requests, and allocate scarce resources to real clients who need help. This article explains how to enable and use this feature.
- Log in to your admin account.
- Click Settings.
- On the Settings page, click the Service desk tile.
- Scroll down the Service desk page to the Support heading.
- Switch on the USE OF SUPPORT PIN toggle.
- Enter a number in the interval field (in hours) to auto-generate a new PIN.
- Click Save.
After you click Save, Upmind implements two UI changes.
On the admin side, Upmind adds a Verify pin tab to the top menu bar. Click this tab when you want to verify a client PIN.
On the client side, Upmind adds a support PIN box. The client clicks the Support menu tab to display the PIN.
There are many ways to verify a client with the support PIN. You could use it during a live chat, when handling a support ticket, or even during a live phone call. The use case below demonstrates the communication flow in response to a client ticket.
- The admin (or user) opens a ticket and asks the client to send the PIN number.
- The client locates the number and sends the PIN in a response post.
- The admin copies the number, clicks the Verify Pin tab, and pastes the six digits into the box.
If valid, Upmind displays the client's name and email address to verify the account holder. The admin clicks the client's name to open the Client overview page, which displays the client's history (e.g. purchases, tickets, etc.).
If the PIN verification fails, Upmind displays a No results window. At this point, you could ask the client to re-generate the PIN and try again. One more failure likely means the client is not an account holder and does not require support resources.
Updated 11 months ago