To complete the setup, you need to verify your identity and business by submitting some documents. This process is called KYC (Know Your Customer).
Ways to Complete Your KYC
1. Aadhaar-Based E-Verification (Instant Approval)
- Enter your Aadhaar number and verify it using the OTP sent to your registered mobile number.
- Once verified, your KYC is completed instantly.
2. Manual Document Verification (Takes up to 48 Hours)
If you prefer, you can submit documents manually. Our team will check and approve them within 48 hours.
Documents Required:
- Proof of Business Address (any one of these):
- Electricity bill
- Telephone bill (must be in the company’s name)
- Proof of Identity (for the business owner or representative) :
- PAN Card
- Aadhaar Card
- Voter ID
Additional Documents Based on Your Business Type
- For Individual / Sole Proprietorship
- GST Certificate (if available)
- Business Registration Certificate (if applicable)
- For Partnership Firms
- Partnership Deed
- GST Certificate
- For Private Limited / Public Limited Companies
- Certificate of Incorporation
- GST Certificate
- Board Resolution (if required)
Once your documents are verified, your CallerDesk account will be activated, and you can start using the services.
For any help, feel free to contact our support team.