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Verify User asks the caller for their extension number and voicemail PIN, then checks them against your Voip UCAAS platform. Use it before the AI agent shares account details, changes settings, or runs other sensitive NetSapiens functions. In the Add Functions picker, Verify User is described as: “Verify a caller’s identity by asking for their extension number and voicemail PIN. Use to authenticate users before providing sensitive information.” This function is available in the Connect App only.

Prerequisites

  1. Voip UCAAS connected on the AI agent (steps below).
  2. Callers who know their extension and voicemail PIN.
  3. NS Verify User unlocked for the organization in Feature Administration.

Connect Voip UCAAS

NetSapiens functions only appear after Voip UCAAS is connected on the AI agent.
  1. In the Connect App (AI Agents tile in the NetSapiens portal), open the agent list.
  2. In the agent’s row, click the Integrations icon (gear).
  3. Click Voip UCAAS (“Connect to your UCaaS platform for subscriber management.”).
  4. In Configure Voip UCAAS Integration, fill in:
    • API Version — v1 or v2. Start with v1 unless you know your platform supports v2. Chat Notification needs v2.
    • Voip UCAAS URL — your platform API host (for example https://core1.example.com). /ns-api/ is added automatically if it’s missing.
    • Username — a user with Domain Manager or higher access in the agent’s domain.
    • Password — leave blank to inherit saved reseller credentials when the form offers that.
    • Domain — the domain the AI agent lives in (usually pre-filled).
    • Advanced (optional) — Client ID / Client Secret. Leave blank unless your platform needs manually issued OAuth credentials; they’re normally auto-detected.
  5. Click Connect. The Voip UCAAS tile then shows Connected.
If your reseller already saved credentials, you can leave Password (and Advanced secrets) blank to inherit them.

Add the function

  1. In the agent list, click the agent’s pencil (Edit).
  2. Under Functions, click Add.
  3. Expand the Voip UCAAS group (“Functions powered by your UCaaS platform.”). The group shows how many of the 8 functions are already added (for example 1 / 8 added).
  4. Click Add next to Verify User.
  5. On the function card, fill in the instruction textbox: “Describe when and how your agent should use this function to verify a caller’s identity.”
  6. Click Save Changes. You should see Agent updated successfully!

Example instructions

Tips

  • Treat the PIN like a password: never repeat it back slowly, and never put it in an SMS or email summary.
  • Say what happens if verification fails (retry once, then transfer or take a message).
  • Pair this function with Reset Password or Set Call Forwarding when those flows also need a PIN check.