Smart Skill: Insurance

Change Contact Details

This Smart Skill will help the user change the contact details of their policy.

change-contact-details-flow

Capabilities


  • The IVA can change the users contact details associated with a policy.
  • After authenticating the user, the IVA will show the current contact details via the GET CONTACT DETAILS API.
  • The IVA will then ask the user which detail they would like to change – mobile number, email, address.
  • Once selected the IVA will ask the user to enter the new detail.
  • The user can then type the new information for the selected option.
  • The IVA will capture this information and share it with the client via the CHANGE CONTACT DETAILS API.

APIs Needed

GET CONTACT DETAILS API

Request

Unique ID of User to fetch contact details for

 

 

 

{
"user_id":"USRID123"
}

Response

Success:
Contact Details of the User like email, phone number, address, etc

Failure:
Invalid user ID

{
"user_id":"USRID123",
"phone_number":"9876543210",
"email_id":"abc@abc.com",
"address":"addr"
}

UPDATE CONTACT DETAILS API

Request

User ID of User to update contact details of Contact information to be updated with updated values

{
"user_id":"USRID123",
"email_id": "xyz@xyz.com"
}

Response

 Confirmation of successful operation. In case of error, API should respond with error reason.

Success
{
"status":"success"
}
Error
{
"status":"error",
"error_reason":""
}
Pre-Built Integrations

Pre-built Integrations 

Seamlessly integrate your IVA with the rest of your contact center infrastructure including CRM, ERP, and ticketing systems using our native python-based Code Editor. Seamlessly exchange information between the IVA and other applications using open, flexible Webhooks and APIs.

Omni channel platform

Available on channels 

Be where your customers are by easily streamlining your support across multiple channels. Deliver two-way conversations that are natural, personalized, and contextual from one interaction to the next, across various platforms. Make customer experience seamless while maintaining a unified and consistent brand voice across marketing, sales, service, and support.

Explore other Smart Skills

Retail (1)

eCommerce/Retail

Financial Lending

Financial Lending

Insurance (3)

Insurance