That's good advice. I'm also wary of providing information over a customer service chat. A recent example that comes to mind was when I was price matching a product on Best Buy's website over a chat session. The rep confirmed the price match was valid and began to initiate it. And then he started asking for all of my personal details including, phone number, address, and credit card. When I politely refused, he thought I didn't want the price match anymore. I confirmed I still did, and he said he needed all of the info to place the order for me. I had assumed I would be sent a personalized link to order the product, or it would just be added to my cart (since I was signed in). But no, he needed personal info which would live in a chat log. I ended up ordering from the other retailer.

Anyways, maybe there was nothing wrong with providing those details. Maybe they were already available to him on his screen. But the act of asking for that info and making it commonplace for people to just provide it is how so many scams are successful. I don't know how we get away from bad security practices being the norm.