Email and Chat
Setup email and live chat options from Trust Swiftly for additional communications.
Configuring Email and Live Chat Notifications
Keep your team and users informed by setting up email notifications for key events. Additionally, you can provide real-time support to your users during the verification process by integrating a live chat widget directly onto the verification page.
Email Notifications
You can configure various email alerts to be sent to administrators when certain events occur.
To configure email notifications:
Navigate to Settings -> Notifications.
Select the Email tab.
Email Notification Settings:
Admin Notification Email: Set the primary email address where all administrative alerts will be sent. This is the central point for receiving important updates.
Subscriptions: For more granular control, you can subscribe to notifications for specific events. This allows you to be alerted only for the events that matter most to your workflow.
Click + Add Subscription.
Select the Event you want to monitor (e.g., Phone / SMS).
Choose the specific Event Status (e.g.,
verification.completed).Click Add. An email will now be sent to your admin address whenever a user successfully completes a phone verification.
General Email Settings:
On the right side of the page, you can manage global email settings:
New Account Notification: Enable this to notify administrators whenever a new user signs up.
Disable Reject Email Notification: By default, users receive an email if their verification is rejected. Enable this to turn that notification off.
Disable Reset/Reassign Verification Updated Email for Users: Turn off the email that is sent to a user when their verification is reset or reassigned by an admin.
Send Verification Completed Email: Enable this to send an email to a user once they have successfully completed all of their required verifications.
Live Chat Integration
Provide instant support to your users by embedding a live chat widget directly on the verification pages. This allows users to ask questions and get help if they encounter any issues.
To enable Live Chat:
Navigate to Settings -> Notifications.
Select the Live Chat tab.
Enable the "Enable or disable live chat" toggle.
From the Chat dropdown menu, select your live chat provider (e.g., Zendesk, Comm100, Zoho).
In the key field below (e.g., Zendesk Key), enter the unique integration key or ID provided by your chat service.
Click Update Settings to save the configuration.
Once enabled, the live chat widget will appear on the verification pages, giving your users a direct line to your support team.
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