Plug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries
Hi Everyone!
Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. A verified mobile number stands out as a dependable source of high-quality data. When automating processes with chatbots, you can enhance data quality by adding mobile number verification through OTP (One-Time Password)
We’ve developed a plug script that verifies customer mobile numbers using OTP (One-Time Password) integrated with Twilio. You can add this to your Codeless bot builder to make your bot smarter, your processes smoother, and your data more reliable.
Overview of verifying the mobile number with OTP:
We need two Plugs:
- Plug 1 - Generate & send OTP to the mobile number:
- Plug 2 - Verify the OTP
Plug 1- Generate & send OTP to the mobile number:
- Open SalesIQ, navigate to Settings > Developers > Plugs > Add.
- Give a name, description for the plug. Select the Platform as Scripts, and click on Create Plug.
- The first step in building the plug is defining the parameters. Click on the parameters on top and declare the following.
Input Parameter
- Name : phone | Type : Phone
Output Parameter
- Name : status | Type : String
- Name : otp | Type : Number
Copy the code below and paste it into your plug builder. Then, make the following changes
- In line #8, replace your account_sid (Navigate to the Twilio > Select your account > Account info > copy the Account SID)
- In line #12, the auth token (Navigate to the Twilio > Select your account > Account info > copy the Live/Test credential)
- In line #19, replace your Twilio phone number.
- response = Map();
- phone = session.get("phone").get("value").remove(" ");
- //Generate OTP
- otp = randomNumber(1000,9999);
- //Message body
- body = "Your OTP for Zylker is " + otp;
- //Navigate to your Twilio profile > Account > API Keys & Tokens > copy the Account SID
- account_sid = "ACa988e5ee589d4c827439d1";
- url = "https://api.twilio.com/2010-04-01/Accounts/" + account_sid + "/Messages.json";
- //To get auth token, Navigate to your Twilio profile > Account > API Keys & Tokens > copy the Account SID and Auth token.
- //auth = "<Account SID>:<Auth token>"
- auth = account_sid + ":e67e8be6805u8jc717cbd6a6a0";
- auth_encoded = zoho.encryption.base64Encode(auth);
- headers = Map();
- headers.put("Authorization","Basic " + auth_encoded);
- params = Map();
- params.put("To",phone);
- //Replace your Twilio number
- params.put("From","+14173879299");
- params.put("Body",body);
- response = postUrl(url,params,headers);
- status = response.get("status");
- if(status == "delivery_unknown" || status == "undelivered" || status == "failed")
- {
- sms = "failed";
- }
- else
- {
- sms = "success";
- }
- info response;
- response.put("status",sms);
- response.put("otp",otp);
- return response;
Then, click Save, preview the plug, and Publish it.
Plug 2 - Verify the OTP
- Open SalesIQ, navigate to Settings > Developers > Plugs > Add.
- Give a name, description for the plug. Select the Platform as Scripts, and click on Create Plug.
- Click on parameters and declear the following.
Input Parameter
- Name : systemotp | Type : Number
- Name : visitorotp | Type : Number
Output Parameter
- Name : otpstatus | Type : String
Copy the code below and paste it into your plug builder
- response = Map();
- systemotp = session.get("systemotp").get("value");
- visitorotp = session.get("visitorotp").get("value");
- if(systemotp == visitorotp)
- {
- otp_status = "OTP verification successful";
- }
- response = Map();
- response.put("otpstatus",otp_status);
- return response;
Then, click Save, preview the plug and Publish it.
Note : Only published Plugs will be listed in Codeless Bot Builder. How to add Plugs to the Codeless bot builder?
Collect the Visitor's Phone Number
- Use the Phone Card to get the visitor's phone number.
Generate and Send OTP
- Configure Plug 1 to generate and send a unique OTP to the visitor:
- Under Action Cards, select the Plugs Card and choose Plug 1.
- Choose Phone as the input (context variable).
- Get the OTP and its status as outputs, saving them in the bot context as system_otp and otp_status, respectively.
- Click Save to store the configuration.
Check OTP Delivery Status
- Add a Criteria Router Card to verify if the OTP was successfully sent:
- In the Plug Success Flow, add a Criteria Router Card.
- Create a rule: For a flow OTP sending failed flow by setting the context variable otp_status returning "failed" (OTP failed).
- The Not Matched Flow represents successful OTP delivery to the visitor.
Handle OTP Input from Visitor
- In the Not Matched Flow of the Criteria Router:
- Use a Visitor Fields Card to collect the OTP entered by the visitor.
- Save the visitor's input in a context variable (visitor_otp).
Verify OTP
- Use Plug 2 to compare the generated OTP (system_otp) and the visitor-provided OTP (visitor_otp):
- Provide both OTPs as inputs to Plug 2.
- Assign a variable to save the verification result.
Next Steps Based on OTP Verification
- If OTP verification succeeds: Proceed with the next flow.
- If OTP verification fails: Prompt the visitor to re-enter the OTP and repeat the verification process using the button card.
Related links:
- Plug guides
- Codeless bot guide
- Plugs for OTP verification.
- Plug to create a lead in Zoho CRM.
- Plug for getting the status of the ticket in Zoho Desk
- Plug to schedule appointments in Zoho Bookings
- Plug to integrate bot with OpenAI
- Plug to track ecommerce orders from Zoho Commerce
- Zobot troubleshooting page
I hope this was helpful. Please feel free to comment if you have any questions. I'll be happy to help you.
Best regards
Sasidar | Zoho SalesIQ
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