VKYC Overview
Dashboards
Agents
6min
To add a new agent to the portal, follow these straightforward steps:
- Check the 'Do you want to assign a Manager?' checkbox if a manager needs to be assigned to the agent.
- Select the manager's name from the dropdown that appears when this checkbox is checked.
- Enter the agent's details: name, email ID, username, password, and phone number.
- Opt to send the password to the agent's email. A random password will be generated for login if selected.
- Enable the 'First time password change needed for RE Agent?' checkbox for the agent to set their password on first login.
- Assign a skill tag to the agent from the dropdown menu.
- Provide additional details such as branch, employee code, designation, and remarks for the agent.
- Click on the 'Create Agent' button to complete the process.
Agent Portal Home Screen
- Total Calls - Total number of calls taken by the agent
- Successful calls - Total number of calls which has been successfully completed by the agent
- Unsuccessful Calls - Total number of calls which has been disconnected or not completed by the agent
- Missed Calls - Total number of calls, which has been triggered to the agent but agent missed to pick up the call.
- Agent can check the above details on the basis of different dates (Today, Yesterday, Last 7 days, Last 30 days )
- All the basic details, like the name, email, call start date and time, call status and application status as marked by agent will be reflected in the call history section
- The agent receives the pop-up whenever the customer attempt for VKYC call. In the pop-up the agent will see the basic details of the customers and the option to 'pick up' the call.
- Once the agent pick up the call, the agent has the option to see following details:
- Live location of the customer along with latitude and longitude
- Basic details like name, email, and custom details (Aadhaar details, PAN details, etc. ) of the customer
- KYC questions (whichever has been configured in the journey)
- Final Feedback form where the agent submits the remarks of the call,
Getting Help
If you have any questions, need clarification, or have suggestions to enhance our documentation or services, please don't hesitate to contact us.
Reach out to us at [email protected]
