Configuring Verification Workflows (Helpdesk Console)

Prev Next

This article explains how administrators configure verification behavior for the Helpdesk Console.

Verification workflows define how identity verification is performed during helpdesk interactions and which actions are permitted after successful verification. They do not control when verification is initiated.

Verification requests are initiated by:

  • Helpdesk agents

  • IVR flows

  • Platform-initiated actions

This article focuses only on verification behavior and outcomes, not initiation.


Before You Begin

Before configuring verification workflows, review:

Ensure that:

  • At least one identity provider is connected

  • Optional internal systems (if used) are already integrated


What a Verification Workflow Defines

A verification workflow determines:

  • How users are verified

  • What information is evaluated

  • What actions are allowed after verification

Workflows do not define triggers, routing logic, or initiation conditions.


Verification Methods

Depending on your configuration, verification may include:

  • Identity-based verification using directory attributes

  • Contextual questions derived from connected systems

  • Risk-based evaluation using identity and behavioral signals

The specific verification experience presented to the end user is determined automatically by imper.ai based on available context.


Verification Limits and Controls

Administrators can configure system-level limits that apply across helpdesk verification, including:

  • Maximum number of verifications per user per day

  • Verification session expiration times

  • Availability of self-service actions (for example, password reset)

These limits help prevent abuse and ensure consistent security posture.


Post-Verification Actions

Verification workflows define which actions are allowed after successful verification.

Common examples include:

  • Allowing a helpdesk agent to reset a password

  • Allowing a user to complete a password reset via the Self-Service Portal

  • Recording verification results for audit and reporting

If verification fails or cannot be completed, no protected action is allowed.


What Verification Workflows Do Not Do

To avoid confusion, verification workflows:

  • Do not determine when verification starts

  • Do not define conditional triggers or event-based rules

  • Do not route users between different workflows

  • Do not replace agent judgment or organizational policy

Verification behavior is applied consistently across all supported initiation paths.


How This Affects Helpdesk Agents and End Users

  • Agents initiate verification and act based on the result

  • End users complete verification through the Self-Service Portal

  • Admins define verification behavior and permitted actions

All verification activity is visible in the Verifications page and Audit Log.