Onboarding

please follow the steps below to go live with calling and messaging to your customers using exohones step 1 kyc verification please refer to the ‘kyc docs’ option left hand side, under ‘my account’ and upload the kyc please refer to the list of documents needed in kyc verification docid\ i0xcfijd jvoxiqgp7u8t , based on your company entity fill in the company info docid\ ymcqdqjmgod o6068rzui page please fill in all the billing & gst details at the end of the page, you can see an option called per call value per call value it is just a hypothetical value by default, as 500 this is the value of a missed call for your organisation step 2 purchase exophone please go to exophones under the manage option and check if a virtual number is assigned/allocated to your account this is separate from the sandbox number(095 ), which is common for every trial account please do not use the 09513885656 number for calling as it requires a pin to connect if in case the virtual number is not assigned, click on ‘new exophone’ option > click on change > select region > select exophone >next > rent > select the flow > assign app(this can be default ‘landing flow’) kyc approval is needed to get the virtual number assigned please write to exotel hello\@exotel com if the kyc is not approved within 24 working hours or facing issues getting a virtual number for more information see purchase exophone docid\ zv3 cr8b9ei6j4jjmddhs dnd numbers exotel does not allow cold calling promotional calls can be made to registered phone numbers using a 140 series number for 140 series number, the dlt registration number is mandatory for transactional calling, the available numbers are landline and mobile dids, which can only be used to call registered or inquired customers customer data must be maintained in a crm or lms for transactional calls to dnd numbers, we can enable this feature only after the following dnd agreement is signed and sealed by the customer dnd opt in documentation and required details website terms & conditions please include the below statement in your website’s terms & conditions (optional) "i agree and consent to receive all communications at the mobile number provided, even if this number is registered under the dnd/ncpr list under trai regulations for this purpose, i further authorize the company to share/disclose the information to any third party service provider, affiliates, group companies, their authorized agents, or third party service providers " letterhead declaration on your official letterhead (sample attached below), please mention "(company name), also known as (account sid which is available in api credentials section of exotel dashboard), is using exotel to make transactional calls to its registered users only in case of any violation, (company name) will provide the opt in proof within 24 hours if the proof is not provided within 24 hours, exotel reserves the right to disconnect the connections immediately without prior notice (company name) agrees to the terms of service mentioned here https //exotel com/terms of service 2018/ " lead proof please share a screenshot of the lead from your crm, with the url and timestamp visible learn more here enable dnd calling docid\ uqspqmjheqm ne95 niy types of numbers available in the exotel platform 140 series numbers – for promotional calling to registered numbers (non dnd) dlt is mandatory the costing will be different for these numbers, please reach out to hello\@exotel com landline dids – for transactional calling mobile dids – for transactional calling toll free numbers and mobile virtual numbers available only for inbound calls toll free international calls will not work note international calling would work in virtual landline numbers, please reach out to exotel support for enabling the same hello\@exotel com