KYC verification calls that help customers finish.
Your own KYC process does the checking.
Sana, AI assistant
Video KYC reminder, in Hindi + English. An example call.
- SanaNamaste, main Sana, Northwind Finance ki AI assistant. Kya meri baat Ramesh Yadav ji se ho rahi hai? Yeh call aapke loan application ke baare mein hai.
- CallerHaan, main Ramesh. Kya hua?
- SanaRamesh ji, aapka application almost complete hai, bas video KYC baaki hai. Iske liye PAN card aur achhi roshni chahiye. Main aapse koi OTP ya PIN nahi poochungi.
- CallerPichhli baar network ki wajah se call kat gaya tha. Kal shaam ko kar loonga.
- SanaKoi baat nahi. Maine kal shaam 6 baje ka time note kar liya hai. Video KYC ka link aur documents ki list WhatsApp par bhej rahi hoon.
How it works. From trigger to outcome in 4 steps.
- 1
A step is pending
Your onboarding system pushes customers who stalled, missed video KYC or are due for re-KYC, with the pending step and any reason as variables.
- 2
The agent calls to help
It says it's an AI assistant from your company, confirms it's speaking to the right person and explains in plain words what's left to do.
- 3
Questions answered, link sent
It answers questions about documents and the video call from your knowledge base, then sends your KYC link on WhatsApp as the call ends.
- 4
Your team sees the status
Each call ends as link sent, callback requested, needs help or wrong number. Outcomes and preferred times go back to your system through webhooks.
What you can track. On every call.
Each call ends with an outcome, a recording and a transcript, logged against the contact and sent on to your CRM.
- Connect rate
- Links sent on WhatsApp
- Reasons for dropping off
- Preferred times captured
- Transfers to your team
- Wrong numbers and do-not-call requests
Everything this call needs.
- A script for each pending step
- Branch on the step that's left, such as documents missing, video KYC not started or re-KYC due, so every customer hears what applies to them.
- Your link, on WhatsApp
- Send your own upload or video KYC link on WhatsApp as the call ends, so customers finish on your platform, not over the phone.
- No OTPs or PINs, ever
- Agents never ask for OTPs, PINs, passwords or card numbers. Say so in the opening line, so customers can trust the call.
- ID numbers masked
- Phone numbers and ID numbers can be hidden in transcripts for view-only members of your team. Call data is stored and processed in India.
- Plain words, their language
- Explain address proof, a selfie check or a video call in Hindi, English, Hinglish and more, switching when the customer does.
- Stuck cases go to your team
- A rejected document, a name mismatch or a customer who needs more help goes to your onboarding team by warm transfer or callback.
Where KYC verification calls fit. From first application to re-KYC.
Use these calls to bring customers back to your own KYC journey. They work for any step your system can name:
- Documents pending. The application started, but PAN, address proof or a bank statement hasn't been uploaded.
- Video KYC missed. The customer didn't join, or the video call dropped. The agent explains what to keep ready and sends the link again.
- Re-KYC due. Existing customers whose KYC needs updating hear what's needed and the ways you accept it, such as your app or a branch.
- Rejected documents. A blurred photo or a name mismatch is explained in plain words, with the fix.
- Onboarding drop-offs. Insurance proposals, demat and trading accounts, wallets and merchant sign-ups that stopped halfway.
What the agent doesn't do. Verification stays with you.
Kallix doesn't verify identity, check documents or approve KYC. Your KYC provider and your team do that. The agent gets customers back to your process and records what's in the way.
- No secrets on the call. Agents never ask for OTPs, PINs, passwords or card numbers. Keep ID numbers out of the script, and documents out of the call.
- Masking. Phone numbers and ID numbers can be hidden from view-only members of your team.
- Data in India. Call data is stored and processed in India, Kallix is DPDP Act compliant, and you choose how long recordings and transcripts are kept.
- The right numbers. Banks, NBFCs and insurers make service calls from 1600-series numbers, and Kallix provides them through Vobiz.
Where teams use it.
- Banking and lendingAI voice agents for banking and lending that remind borrowers before EMIs, follow up on bounces, chase KYC and qualify loan leads in Hindi and English.Industry
- Fintech and wealthAI voice agents for fintech that follow up on pending KYC, remind users before SIP and mandate dates, activate new accounts and answer support calls 24×7.Industry
- InsuranceAI voice agents for insurance that renew policies on time, qualify new leads, chase proposals and keep claimants updated in Hindi, English and Hinglish.Industry
Questions, answered.
More on the FAQ page, or write to us.
No. Kallix calls customers, explains what's pending and sends your KYC link. Identity checks, document checks and approval stay with your KYC provider and your team. The agent records each outcome so your team knows who still needs help.
Not on the call. The agent sends your secure upload or video KYC link on WhatsApp, and the customer finishes on your own platform. That keeps documents out of recordings and transcripts.
No. A name, a phone number and the pending step are enough. Send only the variables a call needs, and hide ID numbers from view-only members if they ever appear in a transcript.
Your agent says it's an AI assistant from your company in its first line, and never asks for OTPs, PINs or passwords. Say that in the script, and send links only from your own WhatsApp Business number.
Yes, if your system sends the reason as a variable, such as a blurred photo or a name mismatch. The agent explains it in plain words and sends the upload link again.
Remove them from the list by API before the call goes out. If someone says they've already done it, the agent thanks them, logs the outcome and ends the call, so your team can check.
Yes. Set a primary and a secondary language, and the agent switches when the customer does, across Hindi, English, Hinglish and more.
Have your compliance team approve the script and calling hours. Kallix stores and processes call data in India, is DPDP Act compliant and acts as your data processor, with a data processing agreement on request. Its first-line AI disclosure is in line with RBI's FREE-AI recommendation that customers be told when AI is used.
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