This journey outlines how merchants can set up and manage the Video KYC (VKYC) process. It includes steps to test the VKYC flow, add agents and auditors, integrate VKYC into a platform, and monitor sessions through reports.
1

Test the Video KYC flow for agents and auditors

Before you begin, test the Video KYC flow to help agents and auditors become familiar with the process.
2

Add agents and auditors

  • Add agents to conduct live VKYC sessions.
  • Add auditors to review and approve completed sessions.
  • Assign roles and access permissions based on responsibilities.
  • For more information, refer to Add agents and auditors.
3

Integrate the VKYC

Use one of the following methods to initiate VKYC sessions:
  • Web SDK – Embed the VKYC flow into your website.
  • Mobile SDK (Android and iOS) – Embed the VKYC flow into your Android and iOS apps.
  • Link-based flow – Generate secure links using the dashboard or API, and send them to users by SMS or email.
    For more information, refer to Integration.
4

Generate reports for VKYC sessions

Use the dashboard’s reporting feature to:
  • View session statuses, such as completed, pending, or failed
  • Export data for audit or compliance purposes
  • Filter sessions by date, agent, auditor, or outcome
    For more information, refer to Generate reports.
5

Manage agents and auditors

From the dashboard, you can:
  • Update roles and permissions, or reassign workloads
  • Deactivate or remove agents and auditors
  • Monitor performance using activity metrics
    For more information, refer to Manage agents and auditors.
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