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Conversational KYC

Document capture and identity verification via WhatsApp.

Guide customers through ID type selection, document photo upload, and selfie liveness, then submit to Verify for review. Status checks keep users informed without calling support.

The problem

  1. KYC portals have poor mobile completion rates.
  2. Document resubmission loops are manual and slow.
  3. Compliance teams need auditable submission trails.

How Syntra solves it

  1. ID type menu and media input for document capture.
  2. Selfie step for liveness check.
  3. kyc.submit action and status polling node.

Expected outcomes

3

ID types supported

Photo

and PDF upload

24h

typical review SLA

Syntra products

Channels

WhatsApp

Flow presets

conversational_kyc

Implementation steps

  1. Deploy conversational_kyc preset.
  2. Connect kyc.submit to Verify review queue.
  3. Configure status message templates.
  4. Store submission refs on CRM contact.

KYC without a separate portal.

ID capture, selfie liveness, and status tracking entirely in WhatsApp.

  • National ID, passport, and license paths
  • Document photo and PDF support
  • Selfie liveness step
  • Under-review status updates

Related solutions

Ready to deploy this solution?

Open the developer console to apply presets, bind channels, and go live.