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.
- Log in to the Merchant Dashboard with your credentials.
- Add agents and auditors for testing.
- Use the VKYC portal to view and simulate the flow in a test environment.
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.
Note:
- To integrate VKYC into your flow, refer to the Integration Guide.
- For a complete list of API endpoints and error codes, see the API Reference.