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.
- Add agents and auditors for testing.
- Use the VKYC portal to view and simulate the flow in a test environment.
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.
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.
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.
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.
- 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.