KYC follow-up
Calls customers whose KYC is incomplete, says exactly which document is missing, and sends a secure upload link.
Why it matters
The call nobody has time to make
An account with an expired or incomplete KYC can't be used fully, and a generic SMS rarely gets anyone to act. A call that names the one missing document, and suggests alternatives they actually have, gets it uploaded.
On the call
- 1
Confirms the customer
By name, before saying anything about the account.
- 2
Says what's missing
The exact document, from the call's variables.
- 3
Offers alternatives
Other documents your policy accepts, and sends the upload link.
- 4
Closes with help
Tells them where to call if the upload doesn't work.
Radha
Kevali agent
Customer
On the phone
- Radha: Hello, am I speaking with Mr. Manoj Verma?
- Customer: Yes, who is this?
- Radha: This is Radha from Nirmal Bank. Your account's KYC update is pending: we still need a current address proof.
- Customer: मेरा पता बदल गया है, नया आधार अभी आया नहीं है।
- Radha: कोई बात नहीं। बिजली का बिल या रेंट एग्रीमेंट भी चलेगा। मैं अपलोड का लिंक व्हाट्सऐप पर भेज दूँ?
- Customer: हाँ, रेंट एग्रीमेंट है। भेज दीजिए।
- Radha: भेज दिया है। अपलोड में कोई दिक्कत हो तो इसी नंबर पर कॉल कीजिए। धन्यवाद।
What your team gets back
After every call, in Calls and Analytics.
- Who has what pending, and what they said they'll send
- Customers who need help uploading, flagged
- A record of every attempt, for your audit trail
Built in the Agent Builder
What this agent is made of
The same building blocks as every Kevali agent, set up for this call.
Campaigns
Who it calls and when, for the calls it makes.
Variables
The details that change per call, like a name, an amount or a date.
WhatsApp
Messages it sends during or after the call, such as a link or a confirmation.
Data Collection
The answers it records from each call, in fields your team can filter.
01
Build it
Start from a template or a blank agent. Write its instructions and first line, pick a voice and link what it should know.
02
Test it
Talk to it in the browser or have it ring your phone, read the transcript, and run the safety evaluation before you publish.
03
Launch and watch
Put it on your number or in a campaign. Calls, Analytics and Alerts show how every conversation went.
Hear this agent on your own banking calls
Bring your script and a few sample customers. We'll set the agent up with you and you can call it before anyone else does.