# CRM

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## What is FaceSign's Biometric CRM?

Biometric CRM is a powerful tool designed to integrate FaceSign's facial biometric security into your Customer Relationship Management (CRM) and support processes. It enables your agents to verify a customer's identity quickly and unequivocally before proceeding with sensitive requests or providing confidential information, whether in a physical store, by phone, or during a WhatsApp conversation.

## Authentication flow

The process is designed to be agile and minimize friction for the customer while providing maximum security:

1. **Start of Verification:** During service (in-person or remote), the agent identifies the need to confirm the customer's identity.
2. **Sending the Secure Link:** Using the integrated platform (CRM, support system), the agent triggers the sending of a unique, targeted and secure link to the customer through the most convenient channel (WhatsApp, SMS, Email or QR Code).
3. **Biometric Capture by the Customer:** The customer clicks the received link, which opens a simple and secure FaceSign web interface on their own device (smartphone, tablet, computer with camera).
4. **Liveness Proof (3D Liveness):** The customer performs the facial biometric capture. FaceSign's 3D Liveness technology kicks in, ensuring it is a real, present person and thwarting fraud attempts with photos or videos.
5. **Instant Validation:** The captured biometrics are compared with FaceSign's database (assuming prior registration or a combined flow with document validation, if necessary).
6. **Return to the Agent:** The verification result (Identity Confirmed / Not Confirmed) is sent **immediately** back to the agent's screen, within the system they already use.

**This whole process, on the customer's side, takes on average only 6 seconds!**

## Immediate Benefits

* **Effective Fraud Prevention:** Blocks attempts at false representation in support channels, protecting the company and its customers.
* **Fast and Smooth Experience:** The verification is extremely fast, minimizing impact on service time.
* **Unquestionable Security:** Uses facial biometrics with 3D Liveness, one of the most secure authentication methods available.
* **Channel Flexibility:** Works seamlessly in both in-person and remote support (Phone, WhatsApp, Email, Chat).
* **Simplified Integration:** Designed to integrate with existing CRM systems and support platforms.
* **Increased Trust:** Demonstrates your company's commitment to customer security, strengthening the relationship.

## Use Cases

Biometric CRM is ideal for:

* **Call Centers:** Identity confirmation before changing registration data, providing financial information, executing transactions or handling sensitive matters.
* **In-Person Service:** Quick identity verification at service counters, stores, branches.
* **Technical Support:** Ensure that support is being provided to the account holder.
* **Remote Sales Processes:** Confirm the buyer's identity before finalizing a transaction.

## WhatsApp API Configuration

* **Customer type:** Select the customer type to define the categorization of the API that will be created (Meta API or Third-Party API).
* **Endpoint:** Configure the Endpoint for sending information by filling in the URL according to the documentation provided by the WhatsApp API provider.
* **Parameters:** Fill in the necessary parameters to ensure correct operation of the integration with the API, being able to add Header Parameters and Body Parameters (key-value).
* **Message:** Possibility to configure a personalized message to be sent along with the authentication link.

## Conclusion

Do not expose your support operation to unnecessary risks any longer. FaceSign's Biometric CRM offers the peace of mind of knowing who you are speaking with, combining cutting-edge security with an agile and modern user experience. Protect your customers, your company and your reputation with FaceSign's instant identity confirmation.