Configure step-up authentication

task australia Updated Nov 6, 2026 1 min read configure-step-up-authentication.md
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Configure step-up authentication to require an additional challenge before callers reach AI voice agents that handle sensitive requests.

Before you begin

Role required: auth_factors_admin

The glide.conv_ai_voice.step_up.enabled system property is set to true.

The factor you select must be configured at the platform level before you can use it for step-up authentication. For more information, see Authentication factors.

Whether an AI voice agent requires step-up authentication is set in AI Agent Studio. For more information, see AI Agent Studio.

Procedure

  1. Open the voice assistant in AI Voice Assistant Designer.

  2. Select Settings, then select Caller verification.

  3. On the step-up authentication card, select Add.

  4. Select one of the following factors:

    • Push notification - Okta Verify
    • SMS One-time passcode (OTP)
    • Time-based one-time password (TOTP) The factor you select applies to every AI voice agent in this voice assistant that requires step-up authentication. The factor selected as the First factor or Second factor can be selected again here.
  5. Select Save and continue.

Result

Callers who reach an AI voice agent that requires step-up authentication complete a challenge using the selected factor. After the caller completes the challenge, the elevated state applies for the rest of the call.

What to do next

  • Update the step-up authentication factor

    To change the factor, select Edit on the step-up authentication card. To clear it, select Remove. If an AI voice agent still requires step-up authentication, callers reaching that agent are directed to the configured fallback method until a factor is selected again.

Related topics

Step-up authentication

[identify-and-authenticate-the-caller]

Keywords configure step-up authenticationstep-up factorCaller verificationAI Voice Assistant Designer
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