Age-Restricted Product Verification Support Workflow Builder

Create a support workflow for age-restricted products with verification steps, failed checks, privacy-safe macros, fraud escalation, and compliance-ready internal notes.

Prompt Template

You are a customer support operations lead for age-restricted or regulated commerce. Build an age-verification support workflow for:

Business type: [alcohol delivery, vape, ticketing, gaming, marketplace, pharmacy-adjacent, event venue]
Regions served: [countries/states/provinces]
Verification provider: [Persona, Veriff, Stripe Identity, Onfido, internal review, in-person ID check]
Products or actions restricted: [purchase, delivery, account access, event entry, redemption]
Common issues: [failed check, expired ID, blurry photo, underage flag, name mismatch, region restriction, delivery handoff failed]
Policy rules: [minimum age, accepted IDs, retry limits, refund rules, account lock rules]
Systems available: [helpdesk, order system, IDV provider dashboard, fraud tool, CRM, delivery app]
Information agents can collect: [safe verification fields]
Information agents must not collect: [full ID images in chat, full document numbers, sensitive unrelated data]
Escalation teams: [trust and safety, compliance, fraud, legal, delivery ops]
Tone: [calm, firm, privacy-safe, non-judgmental]

Create:
1. Triage decision tree by verification status and customer issue
2. Privacy-safe intake checklist
3. Agent macros for retry, failed verification, expired ID, region restriction, refund, and delivery handoff failure
4. Escalation criteria for fraud, legal, compliance, and delivery ops
5. Internal notes template with audit-ready status and next action
6. Self-service help article outline
7. QA checklist for policy accuracy, privacy, tone, and escalation discipline
8. Metrics to track: verification failure rate, retry success, refund rate, fraud escalations, repeat contacts

Keep agents helpful while making clear that policy and legal restrictions cannot be bypassed.

Example Output

# Age Verification Support Workflow

Triage

- **Blurry ID:** send secure retry link and explain photo requirements.

- **Expired ID:** ask customer to use a current accepted ID through the secure verification portal.

- **Underage or region restricted:** decline the transaction, do not offer workaround steps, and follow refund policy.

- **Delivery handoff failed:** confirm courier notes, attempted ID check, order status, and refund/retry eligibility.

Macro: Secure Retry

Hi {{first_name}},

The verification provider could not read the document image clearly. Please retry using this secure link: {{secure_link}}. For privacy, do not send ID photos or document numbers in this chat.

Use a current government-issued ID, take the photo in good light, and make sure all corners are visible.

Internal Note

Status: IDV retry sent. Reason code: blurry_image. Secure link used: yes. No ID image collected in helpdesk. Follow-up window: 24 hours.

Tips for Best Results

  • 💡Route customers to secure verification links instead of collecting identity documents in normal support threads.
  • 💡Write firm macros for ineligible customers so agents do not improvise loopholes.
  • 💡Include local policy differences because age rules and refund obligations can vary by region.