Customize any workflow on video
to cater to your business use cases.

Everything you need for a super smooth
video calling experience

One to one video calling

Video conferencing with multiple users

Parallel text chat

Video recording and playback

Document capture and tagging

User photo capture and tagging

Take photos in high or low resolution

Crop, rotate and zoom for documents

File sharing

Back camera switch control

Real time bandwidth monitor

Customer address / location capture

Timer at video banker side to complete case in given time

Add your own call closure decision and comments on the video banker side

Redirect customers to other systems post call closure with the call decision

Co-browsing support during the video call

  • Add just a few lines of JavaScript to your pages and enable Co-browsing
  • Video banker can initiate co-browsing on any page in real time
  • Customer and video banker both can see the same page, and work on it
  • Enable masking of certain fields like payment info or PII data
  • Complete call is recorded and stored for future audit

ID check and third party database integrations

  • Capture any ID or document on the call and tag it as needed
  • Real time OCR to capture and store all the data
  • Integrate with any 3rd party database services for real time check
  • Detect if the document is fake or original

Populate customer info at call assignment for a smooth conversation

  • Pass any amount of customer info to video bankers at case assignment
  • Pass customer photo and documents for additional checks
  • Show customer call history and links to view previous calls
  • Show custom links to view customer case in other CRM applications

Verify customer details on the call for authentication

Pre-populated questions from customer profile can be shown to video bankers with Match / Mismatch or Responded / Not responded options.

Ask additional question to customers

Populate pre-configured set of questions to the video banker and note their answers in a module and save them with the call.

Answers available in reports and through an API.

Contact point verification on call

Additional workflow to verify businesses and premises
  • Select nature of business
  • Select industry
  • Take photos of company docs
  • Business verification questions
  • Have CPV recorded in the same video or separately
  • Separate disposition for CPV success

Take payment over video calls

Video bankers can initiate the specific amount transaction from their side, and customers can make the payment while being on the call. You can use your own integrated payment gateways.
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