Operator side
What happens after operator receives the call
Requirements
To conduct Video KYC sessions, operators must have:
💻 Device
A device with a working camera and microphone
🌞 Lighting
A well-lit environment
🛜 Connection
A stable internet connection
Receiveing the call
Operators create or schedule sessions through the Manage interface. Once a session is set up, it can be coordinated with the applicant for a specific time or left open for them to join when ready.
When the applicant opens their link and clicks Join, the operator receives the incoming call and answers to begin the Video KYC process.
One-on-one session
Video call frame
Once connected, the operator sees a video call frame displaying both parties. The frame has two control panels.
Top panel
Call duration
Shows elapsed call time
Virtual backgrounds
Apply or adjust a custom background during the call
Device settings
Adjust camera, microphone, and speaker
Full screen
Expand or minimize the video call frame
Virtual backgrounds are configured by the company administrator in Company settings.
Bottom panel
Audio
Mute / unmute microphone
Video
Turn camera on / off
Capture
Take a live screenshot of the applicant — saved automatically to the session
Steps
Select which verification steps the applicant should complete
Start
Initiate the selected step on the applicant's screen
Operators can repeat steps as needed. Steps can also be re-initiated if a result needs to be retaken.
Completing the session
Once all steps are finished:
Review the applicant's information and verification results.
Make a decision to Approve or Reject the session.
Decisions should follow your company's verification protocols. The system provides recommendations based on completed checks — including document scans, liveness detection, and any additional steps in the workflow.
Multi-user session
Multi-user sessions follow the same flow as one-on-one sessions, with the following additions:
Up to 10 participants can join a single session, depending on your business process configuration.
The operator sees all participants simultaneously in the video call frame.
Verification steps can be initiated per participant individually — each participant completes their own workflow within the shared call.
At the end, the operator approves or rejects the consolidated parent session, following company protocol.
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