AI-Led Video Based Policy Verification Platform

Human Conversations · Intelligent Verification · Trusted Outcomes

One Platform. Multiple Verification Modes.

Customer-Connect.AI is a unified digital platform that brings Customer Self-Verification and Caller-Assisted Verification into one interface — enabling smooth, seamless verification for customers, callers, supervisors, and admins.

Faster Onboarding

Streamlined flows reduce time-to-verify dramatically.

Stronger Compliance

Built-in regulatory alignment and audit-ready reporting.

Zero Friction

Fully configurable and customizable for every use case.

Two Powerful Verification Modes

Customer Self-Verification

An efficient video verification process that seamlessly records customer responses and evidence, allowing customers to self-verify at their own convenience.

Caller-Assisted Verification

A real-time, two-way video interaction enabling seamless customer verification with live caller assistance — ideal for complex or high-value policy onboarding.

Two Powerful Verification Modes

Customer-Connect.AI is built for enterprise scale — responsive, secure, and fully configurable across every dimension of the verification journey.

Responsive

Performant

Secured

Scalable

Multilingual

Personalisation

Email / SMS

Geo Tagging

DIY

Workflow

Dashboard

Verification Journey

The Customizable Customer Verification Journey

The platform offers complete configurability for each verification type. Both journeys begin with Language Selection, OTP Authentication, and Instructions & Consent — then diverge based on mode.

01

Customer Self-Verification Path

02

Language Selection

03

OTP Authentication

04

Instructions & Consent

05

Face Verification (AI)

06

Dynamic Questioning

07

Self Declaration & Feedback

01

Caller-Assisted Verification Path

02

Language Selection

03

OTP Authentication

04

Instructions & Consent

05

Waiting Lobby

06

Caller Joins Customer

07

Dynamic Questioning & Feedback

Both journeys feed into the central Policy Onboarding/Management System, generating a Verification Report (downloadable in PDF & JSON), supported by a central AI Analysis component.

Dashboards & Monitoring

Real-Time Dashboards for Every Role

✓ Admin Dashboard

Consolidated dashboards across all call centres for enterprise-wide visibility.

✓ Call Centre Dashboard

Verification metrics, performance KPIs, queue performance & SLA tracking, and real-time activity insights with role-based dashboard metrics.

✓ Caller Dashboard

Assigned cases & queue status, pick-next verification, and live call tracking.

✓ Live Monitoring

Ongoing session view, caller availability & duration, and call health status in real time.

DIY Framework

Build Your Own Verification Flow

The platform offers complete configurability for each verification type. Both journeys begin with Language Selection, OTP Authentication, and Instructions & Consent — then diverge based on mode.

Language Selection

Configurable vernacular language support with display order by location.

OTP Verification

SMS / Email / WhatsApp with retry limits, expiry controls, and audit logs.

Consent & Instructions

Editable consent scripts, declarations, instructions, and Do's/Don'ts templates.

Face & Identity Verification

Live face capture, liveness detection, and AI face match with reference image.

KYC Management

KYC data extraction & validation, photo comparison, and Aadhaar masking.

Questions & Self Declaration

Dynamic, vernacular questions per verification type with self-declaration support.

All stages are configurable & reusable, support ordering & validation rules, are scalable to add new stages, and can be individually enabled or disabled.

Platform Administration

Comprehensive Management Modules

Question Management

  • Configurable questions per verification type & category
  • Dynamic content replaced at runtime using transaction data
  • Configurable responses & dependent questions

Call Centre Management

  • Agent onboarding, working hours & smart call routing
  • Role-based hierarchy with defined access controls
  • Language & verification mapping with performance monitoring

Queue Management

  • Multi-language & multi-verification queues
  • Dedicated caller queues & regular priority queues
  • Manual supervisor override

User Management

  • Role-based access for features and verifications
  • Manage API clients, credentials, and access permissions for integrations

Verification Transaction Management

Worklist

Centralised transaction view with status tracking. View verification reports, customer interaction videos, and transcripts.

Verification Transaction Management

Verification Initiation

API-based initiation, bulk upload initiation, and re-initiation from the worklist.

AI Engine

AI-Powered Identity Verification

Face Detection

Identifies and captures the customer’s face in the frame.

Face Compare

Matches the live face with the stored reference image.

Face Liveliness

Ensures the face shown is authentic and not a static spoof.

Speech Recognition

Accurate speech-to-text conversion for all interactions.

KYC OCR & Validation

Accurately extracts and validates document data.

KYC Photo Verification

Verifies customer photo against official ID.

Periodic AI Capture

Periodic AI-based capture to ensure identity authenticity in real time.

Aadhaar Data Masking

Masks sensitive Aadhaar details for compliance.
Advanced Capabilities

Advanced AI Enhancements & Enterprise Framework

Advanced AI Enhancements

  • Multi-language & multi-verification queues
  • Dedicated caller queues & regular priority queues
  • Manual supervisor override

Enterprise Framework

  • Role-based access for features and verifications
  • Manage API clients, credentials, and access permissions for integrations

Analytics & Reporting

Worklist

Centralised transaction view with status tracking. View verification reports, customer interaction videos, and transcripts.

Agentic AI

Worklist

Centralised transaction view with status tracking. View verification reports, customer interaction videos, and transcripts.

Security

Enterprise-Grade Security Architecture

Secure, intelligent, and fully compliant remote verification powered by automation and real-time AI analysis.
 

Data Encryption

Strong AES-256 data protection.

Audit Trail Logging

Tracks all user actions.

Regulatory Compliance

Aligned with IRDAI/RBI guidelines.

Identity Verification Security

Face match and liveness checks.

Cloud Infrastructure Security

Secure and isolated environment.

Secure Report Handling

Masked data and restricted access.

Encrypted Media Storage

Secure video and document storage.

Role Based Access

Controlled user permissions.

API Gateway Protection

Validated and filtered requests.

Secure Authentication

OTP and OAuth2 login.

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