Now, you're ready to send this request to someone. While we include a preview in the Copilot verifications tab, the best way to understand how Copilot works is to try sending yourself a request.
Using Nametag's Copilot feature is very simple. First, send Copilot on a mission to verify someone's identity. Second, use the results to determine whether or not the person on the other end is indeed who they claim to be. If they are, you can safely proceed with the interaction.
If your organization has already set and communicated standards for when to use Nametag, you can skip this step. If you're looking to set these standards yourself, organizations typically follow two paths:
The first option is to immediately send an ID request to anyone who contacts your support center or helpdesk.
The second option is to verify people when they make high-risk requests. For example, this might be standard procedure when someone says they're locked out of their account, when they attempt to transfer money in or out, or when you notice suspicious activity on their account.
Start by navigating to the "Verifications" tab in the top right. This is your homepage in Nametag Copilot. From here, you can view your past requests (and those of your teammates) and verify new people.
Once you're on the verifications page, press the purple "New Verification" button. Here, you'll see a preview of the request you're about to send.
Please make sure all of the items are correct. If you're in the wrong template or environment, choose a different one from the dropdown at the top.
If you see a red caution banner in the preview, this will also be visible in the final request. We do not recommend using this in a production environment with this caution banner in place. To get rid of it, please contact us.
You can add a short label to remind yourself which request this was. The person on the other end will not see this label.
Finally, give Copilot a point of contact through which to send the request. This can be the phone or Whatsapp number that this person is using to contact you, or, if you're emailing or chatting back and forth with them, you can copy a link here and paste it into the chat.
Once you've sent the Copilot request, you'll see it appear in the list of verifications. When the person completes the request, their status will automatically update here. Then, you can verify their legal name and/or any other info you've requested to make sure it matches the info on the account or the person they claim to be.
You may want to store this user data somewhere in another internal database or on your own servers. But a problem arises; storing so much confidential data on your own servers puts your organization at risk of data breaches and opens up a whole host of compliance issues. The solution is click into the detail view of a user's identity, and to copy the URL (a.k.a. tracking link) from the user. Now, you can store this URL anywhere you want while keeping all sensitive info behind Nametag's secure login.