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Fin Messenger: Enabling user verification in Salesforce

How to enable user verification in Salesforce Enhanced Chat.

Updated over 3 weeks ago

Enabling user verification for enhanced chat enables persisting secure messaging history across multiple devices. This also tackles issues when the customer has multiple tabs and browser windows. User verification allows Fin to treat each user session consistently and so is required as part of getting the Fin Messenger channel set up.

How to enable user verification

  1. Go to Deploy > Fin Messenger > Connect.

  2. Open "Enable User Verification".

  3. Download the JSON Web Key (JWK) for your workspace.

    • This will download a file named fin-ai-jwk.json keep this safely as you will need to upload it in a following step.

    • The file is unique for your workspace.

  4. Go to Salesforce > Setup > Enhanced Chat User Verification, click New Key.

  5. Enter a Name and API name of your choosing. Upload the JWK and click Save.

  6. Go to Salesforce > Setup > Enhanced Chat User Verification, click New Keyset.
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  7. Enter a Name and API Name of your choosing. Important: Remember to set the JSON Web Key Issuer to fin.ai. Select the JWK saved in step 4 and hit Save.
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  8. Go to Salesforce > Setup > Messaging Settings, click the dropdown listed for the channel linked to your Embedded Service Deployment and click Edit.


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  9. Enable the Add User Verification and hit Save.

  10. Go to Salesforce > Setup > Messaging Settings once again, click on the name of the channel linked to your Embedded Service Deployment.

  11. Scroll to "User Verification Configuration" and click New.

  12. Select the Keyset from step 6, enter a name and click Save.

  13. Go back to Deploy > Fin Messenger > Connect, open the "Enable User Verification" section and hit Verify User Verification.
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  14. Once confirmed, the section will be marked as completed.

  15. You may now test the Fin Messenger. Fin will handle generating a JWT and verifying users that open up messenger to start a conversation.

FAQs

Can I use my own JSON Web Key (JWK)?

  • We strongly recommend using our JWK as we handle JWT generation when the existing token has expired.

  • However, if you prefer to use your own JWK, follow these instructions to verify your users. Once enabled, you need to verify that the user verification is enabled by clicking the button below.

Where can I find the channel name for my Embedded Service Deployment?

  • Go to Salesforce > Setup > Embedded Service Deployments, click the dropdown listed for your deployment and hit Edit.

  • This will open a dialog that lists your Messaging Channel.

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