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SaaS
Password reset
Help customers recover account access quickly and securely.
Available in:
Messaging
Email
Voice
Why should you use this Playbook?
Access issues frustrate users and drive up tickets. This Playbook automates secure resets at scale, improving trust and reducing downtime.
When should you use this Playbook?
When a customer says they forgot their password, can't log in, asks for a reset, or says their reset link expired.
What does this Playbook do?
- Confirms customer's email address
- Looks up account by email
- Sends password reset link if account is active
- Recommends a two-step verification for enhanced security