# Recognize returning people

Someone who's written to you before confirms their email with a code, and the Intake Bot doesn't ask again what it already knows. Turn it on for the whole FlowApp or for a single bot.

When someone comes back, they shouldn't have to type their name and email all over again. With “We've met before”, the Intake Bot sends a 6-digit code to their email. If they type it in correctly, the bot greets them and skips the questions it already knows the answers to.

> **Before you start:** The Intake Bot has to create contacts. Open it, go to “Settings” and then “Contacts”, and check that “Enable contact creation” is on. More in [Contacts](https://iozen.ai/docs/organize-your-contacts).

## 1. Turn it on for the FlowApp

In the menu, tap your FlowApp's name and pick “FlowApp Settings”. Under “Identify people”, pick the mode:

- “Off”: nobody sees the button and the bot asks everything as usual.
- “Optional”: a discreet button in each bot's welcome. People who skip it lose nothing.
- “Required”: the code comes first, before the first question. Use it only when the bot is useless without knowing who the person is.

Tap “Save”. The mode applies to every bot in the FlowApp. Only the workspace's owner and admins can change it.

## 2. Pick the button text

Under “Button text”, write your own, up to 40 characters, or tap one of the “Suggestions”: “We've met before”, which is the default, *I'm already a client* or *I've asked before*. Tap “Save”.

## 3. Decide what isn't asked again

The bot only skips the questions you mark. In the bot, open the “Questions” tab and tap a question. Under “Saved on the contact as” pick the contact value, and under “Reuse data” pick:

- “Always ask”: the question is asked every time.
- “Confirm”: the bot asks once whether the value is still the same.
- “Skip if recent”: the bot doesn't ask if we learned it recently. The question tells you how many days count as recent.

Private data isn't saved on the contact, so it's always asked.

## A different mode for one bot

“Per bot” shows each bot's mode. The ones that follow the FlowApp say “from the FlowApp”. To give a bot its own mode, open it, go to “Settings” and then “Contacts”. Under “We've met before” pick “Off”, “Optional” or “Required”. “Same as the FlowApp” makes it follow the general mode again. The button text is the same across the whole FlowApp.

## What the person sees

With “Optional”, the person sees the button in the bot's welcome. If they tap it, the bot asks for their email and sends them a 6-digit code. They type it into the chat and, if it's right, the bot greets them by name, tells them which details it already has and moves on to the first question still missing. The button is only there at the start: once the person answers the first question, it's gone.

With “Required”, the bot asks for the email before the first question. Someone new confirms their email too, then answers everything else.

If the person answered without using the code and left their email, the bot offers at the end to confirm it so they don't repeat their details next time. They can say no, and their case stays the same.

Each code works for 10 minutes. There's a daily limit on codes per workspace: once it's reached, the bot carries on without asking for the code, even on “Required”. When you open that case on the Process Board, you'll see “Identity not verified”.

## Frequently asked questions

### Why did the bot ask again for something the person already answered?

The bot only skips a proven value, and only when the question is set to “Confirm” or “Skip if recent”. What someone typed into a bot without confirming their email isn't reused. A value your team edited by hand or imported does count.

### Does WhatsApp ask for a code too?

No. On WhatsApp the number already says who the person is, so the bot applies the same “Reuse data” rules without a code.

### What if the person gets the code wrong?

They have 5 tries. After that it locks for 15 minutes, even for the right code. Each code works for 10 minutes, and they can ask for a new one from the chat.

### Can someone new use the button?

Yes. They confirm their email and then answer the questions as usual. That email is already proven for next time.
