Verify caller

• Snippet
• Phone calls
• 1 blank to fill

Before I look at your account, could you confirm your full name and date of birth?

About this template

Security check.

Category

Phone and chat scripts

Pack

Phone calls

Type

Snippet, a short message

Asks for

Check

Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.

Before I look at your account, could you confirm your {{choice:Check|full name and date of birth|postcode|account number}}?

More phone and chat scripts templates

• Put on hold Snippet Ask to hold.
• Return from hold Snippet Back on the line.
• Transfer call Snippet Warm transfer.
• Take a message Snippet When someone is out.
• Callback promise Snippet Commit to call back.
• End call Snippet Wrap up.

See all 29 phone and chat scripts templates