New case
βΉοΈ How these modes work
Full automation (policy verification): the customer gets a WhatsApp link, joins a video call whenever free, and an AI voice agent does the whole verification: tells the customer it is an AI-assisted call, confirms details, takes a face photo and eye-blink check, a full-body photo standing and sitting (each with date, time and lat/long), reads Aadhaar/PAN sent on WhatsApp and asks the verification questions. Term policies get extra questions (sum assured, other policies, family history, medical testsβ¦). The customer can tap "Talk to a person" anytime.
Full automation (motor claim): the AI voice agent confirms the claim and vehicle details, takes a face photo and eye-blink check, reads Aadhaar/PAN sent on WhatsApp, asks about the loss, police/FIR and witnesses, and asks the customer to search their WhatsApp (accident, theft, police, vehicle number) and send screenshots. Use πΉ Live video call in the case to see the vehicle yourself.
If policy/claim value is above βΉ10,00,000, self-verification is disabled for that case β only a live executive call is allowed.
Bulk upload cases (Excel/CSV)
Connect your WhatsApp Business number
Each vendor connects their own WhatsApp Business API credentials from their own Meta Developer App. Your recipients will see messages from your business number, not a shared one.
Connected numbers
Webhook setup (do this once per Meta App)
In your Meta App Dashboard β WhatsApp β Configuration, set:
Callback URL:
Verify Token:
Subscribe to the
Verify Token:
(same value your platform admin set as WHATSAPP_VERIFY_TOKEN)Subscribe to the
messages field.
Team
Add an agent login per person handling calls. Agents share your company's cases and WhatsApp connection β so multiple calls can run at the same time.
Team members
Performance
Cases created β last 7 days
