Journey Overview
The end user initiates the journey by undertaking a series of crucial steps aimed at ensuring a smooth process. These steps include prerequisite checks, completing a series of questionnaires, providing necessary documents, or responding to queries posed by the agent, all designed to facilitate the assisted journey.
Before the end user begins the Unassisted Journey, certain prerequisite checks are conducted.
- Camera: It verifies if the assisted portal can use the browser's camera. If permission is lacking, it prompts the user to grant access.
- Microphone: It checks if the assisted portal can access your browser's microphone. If permission is not granted, it will ask you to allow access.
- Internet Connectivity: It checks for a stable internet connection with a minimum speed of 1 Mbps. If the speed is insufficient, it prompts you to improve the connection.
- VPN Check: Verifies secure connections by checking for VPN usage. If a VPN is detected, the check fails, and this popup appears on the screen.
- Location Check: Conducts a quick location check, ensuring the assisted portal has microphone permissions. If not then, system prompts the user to grant access.
During the assisted Journey, users encounter a diverse set of questionnaires designed to gather essential information.
These questionnaires include various question types such as OTP verification, PAN widget input, image capture tasks, single-choice queries, and open-ended questions. The responses provided by users in these questionnaires play a crucial role in the verification process and help streamline the transition to the assisted journey.
Refer the below video to understand the Aassisted part of Users journey.
The agent's journey begins by receiving the user's call, during which identity proof and general user information are displayed on the Pop-up notification.
Upon joining the call, the agent is presented with a comprehensive view of all information pushed by the create merhcant API.
Verification Process:
- The agent systematically asks questions, confirming each detail with the information provided during the journey.
- Agent even records their feedback on any questions if required.
- Captures and saves the required documents presented by the user
- This step-by-step verification ensures accuracy and consistency in the user-provided data.
For a comprehensive understanding of the Agents Journey, refer to the demo video below:
Getting Help
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