Bulk campaign or voice broadcast
KYC Completion Follow-Up Calls
KYC completion follow-up calls phone customers whose KYC is incomplete or about to expire, tell them exactly which step is pending and help them finish it through your official app or link. Outpero runs them as a bulk campaign in the customer's language, never asks for OTPs, PINs or full ID numbers, and records the reason each person is stuck.
* Time from the lead reaching Outpero to the first ring, under normal conditions. It depends on how quickly your lead source delivers the lead.
At a glance
KYC Completion Follow-Up Calls: the short version
| How it works here | |
|---|---|
| How it starts | Works through a list you upload or schedule |
| Languages | Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English |
| It captures | Right-person confirmation, Pending step acknowledged, Reason for delay, Technical problem (upload, OTP, name mismatch) |
| You measure it by | share of pending KYC cases completed within seven days of the call |
| Cost | No setup fee · from ₹5/min · number ₹649/month · Prices exclude 18% GST |
Why KYC completion follow-up calls breaks when people do it
Pending KYC quietly blocks accounts, loans, wallets, demat openings and insurance policies. Customers start the process, get stuck on a blurred document, a name mismatch or an OTP that never arrived, and then simply stop. Banks and fintechs send SMS and email reminders that go unread, and the follow-up call is placed by a team with other priorities. RBI's KYC directions require periodic updates, so the pending list grows, and every incomplete application is a customer acquired at some cost and then lost.
Step by step
How it works
- 01Upload the pending-KYC list with name, number, product, the specific step pending and the deadline, or send it from your system through a webhook.
- 02Schedule the campaign inside a daytime calling window with retries, and use your approved wording on what is pending and by when.
- 03The agent confirms it is speaking to the right person, states which step is pending, such as address proof or a selfie, and asks if they need help.
- 04It explains the steps to complete it through your official app or link, resends the link on WhatsApp and records any problem, such as a rejected photo or a name mismatch.
- 05Outcomes, including will complete, needs help and not interested, reach your dashboard and webhook, so your team calls back only those who need a person.
Hear how a call goes
A sample KYC completion follow-up calls call
A Kochi-based broking app calls a customer whose account opening is stuck on one pending address-proof step. · Runs in Malayalam with English words such as 'KYC', 'upload' and 'OTP'; shown here in English.
- Outpero AIHello, this is an AI assistant calling from Marina Broking. Am I speaking with Sanjay Nair?
- CallerYes, I am Sanjay.
- Outpero AISanjay ji, your account opening is almost complete, and only the address proof upload is pending. Is this a good time for a one-minute call?
- CallerYes. I tried uploading it twice, but it was rejected.
- Outpero AISorry about that. Do you know what reason the app showed for the rejection?
- CallerIt said name mismatch. My Aadhaar says Sanjay K Nair and the form says Sanjay Nair.
- Outpero AIThank you, that explains it. Please do not share any document number or OTP with me on this call. I am sending the official link on WhatsApp, where you can upload the document again or correct the name.
- CallerI do not know which name to keep. Can someone help me?
- Outpero AIYes, I will ask our support team to call you about the name correction. Is today between 4 and 6 in the evening convenient?
- CallerYes, that is fine.
Captured: right person confirmed, pending step acknowledged (address proof), reason for delay (rejected upload), technical problem (name mismatch between Aadhaar and form), help requested from a human, callback window 4 to 6 pm today, Malayalam preferred. The official link was resent on WhatsApp, and the outcome reached the dashboard and webhook for the support team.
An example written to show the shape of the call, not a recording or a customer result.
What it captures on every call
Measured on: share of pending KYC cases completed within seven days of the call.
Connect it
How the trigger reaches Outpero
| Where it comes from | How it gets to the agent |
|---|---|
| Account-opening system | Export accounts stuck at one pending step with the step name and deadline as a CSV, or post each stuck account to a webhook. |
| Pending-KYC sheet | The operations team keeps the pending list in a Google Sheet, and the agent reads the step pending for each person from it. |
| Zapier or Make scenario | A scenario watches for accounts with an incomplete status and sends their number and pending step to Outpero. |
| Official link on WhatsApp | The agent resends your approved app or web link on WhatsApp, so the customer completes the step only where it is safe. |
| Call transfer or callback to support | Where the customer needs a person, such as for a name mismatch, the call can be transferred or a callback slot recorded for your team. |
Results go back out the same way: a webhook you provide, or a live spreadsheet or API call mid-call. WhatsApp messages and calendar bookings are opt-in per employee.
Opening line
How it opens the call
नमस्ते संजय जी, आपके account का KYC अभी अधूरा है — सिर्फ़ address proof upload करना बाकी है। मैं link WhatsApp पर भेज देती हूँ, क्या आप आज पूरा कर पाएँगे?
“Hello Sanjay ji, your account KYC is incomplete, and only the address proof upload is pending. I will send the link on WhatsApp. Will you be able to finish it today?”
The same call runs in Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English.
Price it
What KYC completion follow-up calls would cost you
Estimate: KYC completion follow-up calls
Defaults are an example for kyc follow-up calls, not a promise. Change any number to match your business.
Calls that actually connect — unanswered calls are not billed.
1 channel is included with your number; each extra is ₹649/month.
- Talk time per month
- 9,750 min
- Calling (₹5/min)
- ₹48,750
- Number + 2 channels
- ₹1,298
- Subtotal
- ₹50,048
- GST (18%)
- ₹9,009
About ₹13 per connected call before GST.
Run it well
What to track — and what goes wrong
| Track | How to read it |
|---|---|
| Pending step by reason | Group the captured reasons such as rejected photo, OTP failure and name mismatch, to see which part of your flow is breaking. |
| Completion after the call | Check in your own system how many of the people called complete the step within a few days, and compare with those not called. |
| Human-help requests | A high share means your steps need clearer instructions or a better in-app help option. |
| Right-person confirmation | Low confirmation points to outdated numbers, and no account detail should be shared until the person is confirmed. |
- !Asking the customer to read out an Aadhaar number, PAN or OTP on the call.
- !Sending links that are not your official ones, which makes genuine reminders look like fraud.
- !Calling about the whole KYC list when only one step is pending, so the customer is told things they already did.
- !Using wording that sounds like a threat about the account being closed.
Not for collecting documents or verifying identity on the call itself, which must go through your approved app or link. It is also unsuitable where regulations require a human to carry out the verification.
Questions people ask
Does the agent collect KYC documents or ID numbers on the call?
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No. The agent never asks for OTPs, PINs, passwords or full Aadhaar or PAN numbers, and your script should say so plainly. It tells the customer what is pending and sends the official link on WhatsApp so documents are uploaded in your secure flow. This also protects customers from callers who misuse the same language.
Can it help customers who are stuck on a step?
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It can explain the step in simple language and note the problem, such as a blurred photo, a name mismatch between documents or an OTP that did not arrive. For issues it cannot resolve, it records the details and can transfer the call to your support team or request a callback, so people do not repeat their story.
Is it compliant with RBI and SEBI KYC norms?
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The call only reminds and guides; verification itself stays in your regulated KYC process. Follow your own entity's KYC policy and RBI or SEBI directions on re-KYC, record retention and customer communication. Outpero records and transcribes each call, which helps with audit. Check wording with your compliance team before launch.
Which languages are available?
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Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and Indian English, with a switch to English mid-sentence when customers use words such as upload, selfie or address proof. Customers who struggle with an English app often complete KYC once someone walks them through it in their own language.
What does a KYC reminder campaign cost?
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KYC reminders are short, usually 45 to 90 seconds. At one minute on Standard at ₹5/min, 1,000 connected calls cost about ₹5,000, with no setup or monthly fee, and unanswered calls are not billed. Premium at ₹6.8/min suits brands where voice quality matters. Prices exclude 18% GST.
How much does an AI voice agent for KYC completion follow-up calls cost?
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Outpero has no setup fee and no monthly base fee — you pay only for connected talk time, from ₹5 per minute (1 credit = ₹1, credits never expire), plus ₹649/month for a dedicated calling number. You pay only for the minutes the agent is actually talking. Prices exclude 18% GST.
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Industries that use it
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