> ## Documentation Index
> Fetch the complete documentation index at: https://www.cashfree.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Set up Cashfree Video KYC for your business by testing the VKYC flow, adding agents and auditors, integrating the SDK, and monitoring sessions via reports.

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.

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</Card>

<Steps>
  <Step title="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](https://merchant.cashfree.com/verificationsuite/vkyc-role/agent).
    * [Add agents and auditors](/secure-id/video-kyc/add-agent-auditor) for testing.
    * Use the VKYC portal to view and simulate the flow in a test environment.
  </Step>

  <Step title="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](/secure-id/video-kyc/add-agent-auditor).
  </Step>

  <Step title="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](/api-reference/vrs/v2/video-kyc/vkyc-overview).
  </Step>

  <Step title="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](/secure-id/video-kyc/generate-reports).
  </Step>

  <Step title="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](/secure-id/video-kyc/manage-agents).
  </Step>
</Steps>

<Note>
  * To integrate VKYC into your flow, refer to the [Integration Guide](/api-reference/vrs/v2/video-kyc/vkyc-overview).
  * For a complete list of API endpoints and error codes, see the [API Reference](/api-reference/vrs/v2/video-kyc/add-user).
</Note>

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    <span>Related topics</span>
  </p>

  <ul>
    <li><a href="/docs/api-reference/vrs/v2/video-kyc/initiate-vkyc">Initiate Video KYC API</a></li>
    <li><a href="/docs/api-reference/vrs/v2/video-kyc/add-user">Add User API</a></li>
    <li><a href="/docs/secure-id/video-kyc/user-journey">User Journey</a></li>
    <li><a href="/docs/secure-id/video-kyc/manage-agents">Manage Agents</a></li>
  </ul>
</div>