Act as an Agent for a Verify Transaction

The short answer: As a Verify agent, join the call, run the required identity checks, then mark the outcome as Passed verification or Failed verification.

This guide covers what to do when you answer a Verify call — guiding the recipient through identity verification and recording the outcome. This content is for Verify agents in organizations that have Verify enabled.

Verify the Recipient's Identity

Log in to your Proof account to complete the steps below. Throughout the meeting, communicate with the recipient and let them know what they need to do next.

1. Click Meetings in the left navigation of your account.
2. Click Join meeting to answer the call.
   
3. Click Start next to the verification tool you'd like to use. See the Verification Methods section below for step-by-step instructions for each tool.
   • To retry any tool, click the tool name at the top of the screen.
4. Complete the meeting using one of the options below:
   • To exit without a determination: Click Exit meeting and confirm in the pop-up window.
   • To record a determination: Click Verify identity in the upper right corner and select one of the options below.
     • If you are able to validate the person's identity, select Passed verification.
     • If you are not able to validate the person's identity, select Failed verification.
       
5. Click Complete meeting in the upper right corner.
6. Confirm in the pop-up window.

Verification Methods

Proof Verify supports four identity verification methods. Your organization determines which methods are required. Select a method below for step-by-step instructions:

+ Credit card validation

Credit card validation processes a temporary $1 charge and immediately refunds it to determine the validity of the card.

1. Click Start next to Credit card validation to begin.
2. Click Start validation to confirm.
3. The person provides their credit card number.
4. The system displays the result of the test.

Review the results and proceed to the next step.

+ Phone number validation

Phone number validation sends a one-time password (OTP) to the phone number provided. The person enters the code to confirm they own the number.

1. Click Start next to Phone number validation to begin.
2. Click Start validation to confirm.
3. The system displays the result of the test.

Review the results and proceed to the next step.

Change the Verification Selection

To change your verification outcome after selecting an option:

1. Click the verification button in the upper right corner.
   • The button will display Passed verification or Failed verification depending on what was originally selected.
2. Choose a new option.
   

Summary Checklist

• Log in to your Proof account and open the Meetings panel
• Click Join meeting to answer the verification call
• Run the required verification tools (credential analysis, selfie, credit card, or phone)
• Click Verify identity and select Passed verification or Failed verification
• Click Complete meeting and confirm in the pop-up

Updated May 11, 2026 13:43