Descope identity validation

Creating delightful customer journeys starts with having reliable, validated user identities at every step. The Descope snap-in for DevRev provides user email validation through OTP authentication right within your PLuG widget. Authenticating users in context without any redirects provides a native experience.

This snap-in enables several use cases across teams such as:

• Providing clean, accurate lead data for marketing teams
• Routing qualified conversations to sales teams
• Having consistent user identities across pre and post-signup processes

Ensuring your users are who they say they are helps streamline operations, save time on frivolous conversations, and provide a secure and frictionless user experience.

User email validation

Authenticate users with the “possession factor” of their email account with one-time password (OTP) validation. Request the user for their email and have them input the OTP within the PLuG widget.

Make a new connection

1. Open the settings on your DevRev app and go to Integrations > Snap-ins > Connections.

2. This page shows all your existing integrations. In the top-right corner, Select + Connection.

3. Create and select your Descope connection.

   • Follow the steps below to get your Descope Project ID

     • Sign Up on Descope
     • Go to Settings > Projects
     • Copy the Project ID
     Loading...

Installing the Descope identity validation snap-in

1. Install the Descope identity validation from the DevRev marketplace.

2. Select the dev org to install the snap-in, confirm installation, and click Deploy snap-in.

3. Update the snap-in configurations as needed.

   • Configure the initial message which would be shown to the user when they are asked for their email.

   • Customize the message that is shown to the user during OTP collection.

   • Customize the message that is shown to the user on successful verification of email.

   • You can trigger this either for all new conversations from an unverified user or when Turing is unable to deflect a conversation.

     • To activate the automation for every new conversation, toggle on Send on Create.
     • If you prefer the automation to only be triggered when Turing is unable to deflect a conversation, make sure you have selected the appropriate turing_undeflected tag, and toggle off Send on Create.

4. Click Save > Next and deploy the snap-in.