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KYC (Know Your Customer) verification is an identity verification process required before accessing certain regulated features in DialNexa - primarily for provisioning Indian phone numbers, enabling high-volume outbound calling, and activating DLT-compliant campaign features.

When KYC Is Required

KYC verification is mandatory in the following situations:

Indian phone number provisioning

Purchasing or porting 10-digit Indian mobile numbers, 1800 toll-free numbers, or other regulated Indian numbers. TRAI requires operator-verified business identity for all number provisioning.

DLT registration

Registering your business as a principal entity on the TRAI DLT platform for commercial calling. KYC must be completed before DLT registration can proceed.

High-volume outbound campaigns

Accounts that exceed a certain call volume threshold (typically 500+ calls per day) require KYC before high-volume calling is enabled.

Enterprise sub-accounts

Creating sub-accounts for clients or resellers may require parent-account KYC verification.
KYC is not required for using the platform with web calls, for international numbers, or for low-volume testing and development. You can build and test agents fully without completing KYC.

What Documents Are Required

KYC documents are verified at both the individual (authorized representative) and business entity level.

For the Authorized Representative (Individual)

You must provide one government-issued photo identity document:
  • Aadhaar Card (front and back)
  • PAN Card
  • Passport (bio page)
  • Driving License
  • Voter ID

For the Business Entity

You must provide documents that prove your business’s legal existence and registration:
Business typeRequired documents
Sole proprietorshipGST registration certificate OR business trade license
Private limited companyCertificate of Incorporation + GST certificate
LLPLLP incorporation certificate + GST certificate
Partnership firmPartnership deed + GST certificate
NGO / Trust / SocietyRegistration certificate (relevant act)
Government entityOfficial government authorization letter

Additional Documents (if applicable)

  • GST Certificate: Required for all business accounts billing in India
  • MSME Certificate: Optional, but required if you want to avail MSME-specific pricing
  • DLT Principal Entity Certificate: Required specifically for DLT-registered accounts (obtained from the DLT portal after registration)

Submitting Your KYC

1

Go to KYC settings

Navigate to Settings → Account → KYC Verification. The page shows your current verification status and what documents are outstanding.
2

Enter business information

Fill in your business name (exactly as registered), business address, GSTIN (if applicable), and the name of the authorized representative completing the KYC.
3

Upload individual identity documents

Upload the chosen government ID. Both front and back are required for Aadhaar. All documents must be clearly legible - blurry or cropped scans will be rejected.
4

Upload business entity documents

Upload the required business registration documents for your entity type. Multi-page documents (e.g., partnership deeds) can be uploaded as PDF.
5

Submit for review

Click Submit for Review. You’ll receive an email confirmation that your submission was received.

Verification Timeline

StageTypical timeline
Document receipt confirmedImmediate
Initial review1-2 business days
Clarification requests (if needed)Notified by email within 2 business days
Final approval3-5 business days from complete submission
Expedited review (Enterprise accounts)24-48 hours
DialNexa’s compliance team manually reviews all KYC submissions. If any document is unclear, expired, or inconsistent with the provided information, you will be notified by email with specific feedback.

After Verification Is Approved

Once your KYC is approved:
  • Your account status changes to KYC Verified (visible in Settings → Account)
  • You can immediately purchase and configure regulated Indian phone numbers
  • High-volume campaign limits are unlocked (you may still need to request a concurrency increase separately)
  • DLT registration can proceed
  • Your Truecaller verification application (if submitted) will be processed
If you have been waiting on KYC to enable a specific feature, you do not need to re-request access - the feature is unlocked automatically upon approval.

If Your KYC Is Rejected

KYC submissions can be rejected if:
  • Documents are expired (check validity dates on IDs and registration certificates)
  • The document is not from an accepted category
  • The business name on the document does not match the name entered in the form
  • The image quality is too poor to verify
If rejected, you’ll receive an email explaining the reason. Make the corrections and resubmit - there is no penalty for resubmission, and there’s no limit on attempts.

Data Handling for KYC Documents

KYC documents are sensitive. DialNexa handles them as follows:
  • Documents are encrypted in transit (TLS 1.3) and at rest (AES-256)
  • Access is restricted to the compliance team
  • Documents are not used for any purpose other than identity verification
  • After verification, originals are deleted and only the verification outcome is retained
  • For India-region accounts, KYC data is stored within India
For questions about KYC data handling, contact [email protected].