Ask a question and get an answer. If you need more help, connect with a BGL support team member from the same window.
Overview
Firm Verify includes a built-in Live Chat feature powered by Veri, an AI assistant. Type a question and Veri will respond with an answer and links to relevant help articles. If that does not resolve things, you can switch to a BGL support team member without leaving the product.
Live Chat is available from any screen in Firm Verify.
How to open Live Chat
|
1
|
Select the Live Chat button in the top navigation bar of Firm Verify. |
|
2
|
The chat panel will open. Type your question and press Enter. Veri will reply and may include links to relevant help articles. |
|
3
|
If Veri's response does not answer your question, select No when prompted, then click Talk to a human to start a session with a BGL support team member. |
|
4
|
A live session will begin. Share any relevant context or documents so the team can help you quickly. |
Get a transcript of your chat
When a live session ends, a transcript is emailed to you automatically. Check your inbox for an email from the BGL support team.
Frequently asked questions
Is Live Chat available 24/7?
Veri is always available. Live sessions with a BGL team member are available during business hours. If no agents are online, you will have the option to leave a message.
Can I attach files in the chat?
Yes. Use the paperclip icon in the chat input field to attach a file. This is handy when you need to share a document with a support team member.
What kinds of questions can Veri answer?
Veri handles how-to questions about Firm Verify: generating AML/CTF documents, navigating the program tab, managing users, setting up your firm profile. For detailed compliance or regulatory questions, switch to a live support team member.