IdentityCheck for Zendesk Sell

IdentityCheck brings compliant identity verification and screening workflows directly into Zendesk Sell. Sales and compliance teams can trigger Know Your Customer (KYC) checks, collect ID documents securely, run PEP/sanctions/adverse media screening, and attach results back to the Sell record — all without leaving Zendesk Sell.

What You Can Do

• Send secure verification links from any lead or contact to collect a passport, driver licence or national ID, plus a selfie for face match/liveness (where enabled).

• Automatically extract and validate ID data (name, DOB, document number, expiry) and store a complete audit trail.

• Screen individuals and companies against watchlists (PEP/sanctions) and attach screening outcomes to the Sell record.

• Perform basic company checks and capture business details for KYB onboarding.

• Generate tamper-evident reports (PDF + JSON metadata) and keep key fields in Zendesk Sell custom fields.

• Use workflows and automation to send requests and reminders, then view status in the Sell sidebar.

• Configure retention and redaction policies to align with your compliance posture.

Why IdentityCheck for Zendesk Sell

• Faster onboarding: Sales teams complete checks in minutes without switching tabs.

• Better CX: Customers verify on mobile or desktop using a guided, secure flow.

• Consistent compliance: Standardised workflows with clear audit trails.

• Flexible deployment: Choose which pipelines, teams or users can use IdentityCheck; map results to your custom fields.

• Global coverage: Support for multiple document types and regions.

Typical Use Cases

• Financial services onboarding and ongoing KYC refresh.

• Account opening and fraud mitigation for high-risk customers.

• Marketplace, fintech, telecom and gaming customer verification.

Security & Privacy

• Data encrypted in transit and at rest. Admins can set retention windows and disable image storage if required.

• Role-based access control ensures only permitted users can request or view verification results.

• GDPR compliant: IdentityCheck supports GDPR-aligned processing, data minimisation, and customer rights.

• Privacy Policy: https://stackgo.io/privacy-policy/

Note: Features vary by region and plan. Contact our team for details on document coverage, screening sources, and advanced options such as custom branding, SSO, and API callbacks.