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Verify phone number

For a Customer to receive Installer App communications, such as SMS notifications and calls, their phone number must be verified.

Verification can happen in multiple ways:

  • The Customer can verify their number via the checkout step of the CX platform.
  • An Operator can manually verify the Customer's number on their Console record.
  • When a Customer is created via our API.

To manually verify a Customer's number

  1. Open Console.
  2. Find their Customer record.
  3. In the Details section, click Edit.
  4. Select the checkbox next to Verified.