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1. Introduction

This document outlines the requirements and steps to verify your bot and brand information. Verification, once completed, allows your business to display the green tick, indicating verified status. This tick assures users of your authenticity, and it is essential for improving trust and engagement with your brand.

Please ensure all information provided is complete and accurate, as this is critical for the verification and approval process. Follow the steps below to complete each section of the verification form.

2. Steps To Verify Bot and Launch for the Green Verified Tick

The following sections along with the different attributes need to be completed in the form provided above:

Section 1: Bot Interactions

In this section, you will describe how your bot interacts with users. Complete responses in this section ensure that the bot’s functionality and user engagement comply with platform standards.

  1. What actions trigger messages to users?
    When is the first message sent from the agent to the user? Are messages sent at a consistent date/time, do user actions (such as a purchase) trigger messages, or do external triggers (such as purchases, external triggers such as package deliveries, or scheduled communications sent at specific times) messages?

 Messages are triggered by user actions such as:

  1. User actions (e.g. Purchase Confirmation)

  2. External Events (e.g. Package Deliveries)

  3. Scheduled Communications( e.g. Monthly Account Summaries)

Messages are triggered by user actions such as:

  • User actions (e.g., purchase confirmation)

  • External events (e.g., package deliveries)

  • Scheduled communications (e.g., monthly account summaries)

  1. What types of interactions will the bot have with users?
    What are the bot's primary (those that occur most commonly such as order confirmations, service reminders) and secondary (those that are possible but less common such as promotional messages) interactions?

    If the bot understands user messages, please share examples of keywords it responds to.

Types of Interactions with Users:

  1. Primary Interactions:

    1. Order confirmations

    2. Service reminders

    3. Payment notifications

  2. Secondary Interactions:

    1. Promotional offers (e.g., seasonal discounts, limited-time offers)

    2. Event reminders

  3. Keywords the bot responds to (if applicable)

    1. "Order status" – Provides tracking updates

    2. "Support" – Offers customer service information

    3. "Discount" – Shares current promotions

  1. Does the bot support Conversational flow? Does it respond to P2A messages from users?
    Note here if the bot can engage in two-way messaging. Also, specify if the bot responds to user input.

Please select your answer by choosing either "Yes" or "No."

Section 2: Consent Management

Consent is essential to prevent unsolicited messaging. Detail how user consent is managed, obtained, and honored.

  1. How do you ensure consent, so that only the users who have opted-in will receive messages from your bot?
    Opt-in is critical for approving the bot launch. Provide details for how opt-in is acquired.
    If opt-in is through a website or an app, please provide URLs where applicable.

    1. Refer the attached preview for the Opt-Out Experience
      All agents must comply with a user’s request to opt-out (e.g., “STOP” message or equivalent).
      This platform processes and enforces opt-out requests. After a user opts-out, any A2P messages from the agent will be blocked by this platform.

mobile-mockup.png

  1. What are the opt-out keywords for the bot?
    By default, platform recognizes "STOP" as the opt-out keyword. If you would like to configure additional keywords for opt-out, please specify below (use a comma-separated list, if configuring multiple additional keywords).

    Note: Please note that your bot should also process the opt-out keywords and honor the user's request.

  1. Standard opt-out: “STOP”

  2. Additional keywords: “UNSUBSCRIBE”, “CANCEL

  1. What message does the bot send when a user opts out?
    A user who has opted out, may change their mind and cancel the opt-out request. The platform recognizes "START" as the keyword to cancel an opt-out request.
    If you would like to configure additional keywords for canceling an opt-out, please specify below (use a comma-separated list, if configuring multiple additional keywords).

Example:

“Your subscription to messages from [Brand Name] has been successfully canceled. To resume, reply with ‘START’.”

  1. Do you want the platform to handle when a user revokes opt-out?
    When a user sends the keyword to cancel an earlier opt-out, they need to get a confirmation message. How do you want this message to be sent?

Users will receive a confirmation message upon re-subscribing.

Section 3: Agent Preview

The RCS Business Messaging team needs to review your agent before it launches. Reviewers can test your agent with their own devices, or you can provide a video showing core functionality and functioning opt-out capabilities.

  1. Bot access instructions
    To test the bot, please specify a wakeup/trigger phrase (e.g. "START"or "Hi"). When received, the bot will start the conversation with the user.

    This method would be used by reviewers to trigger the bot, such as a website where reviewers can invite and add phone numbers. If you need a list of phone numbers to add as test devices, contact products@phonon.io

  2. Screenshots
    Screenshots give your agent better visibility and make reviews easier.
    You can add multiple Images/Media here. (only jpg, jpeg and png files allowed)

  3. Video URLs
    If you prefer to review your agent via video, provide comma-separated URLs for a video showing your agent's core functionality and opt-out capabilities. URLs must be publicly accessible.

Section 4: Brand Details

The following information will be required as part of your business verification. Please ensure that the information you share with us is complete and accurate.

  1. Industry type → Select your industry from the provided list to ensure correct categorization.

    1. Advertising / Marketing

    2. Arts & Environment

    3. Banking

    4. BFSI

    5. Commercial / Industrial

    6. Credit Rating

    7. Delivery Partner

    8. Education

    9. Gaming

    10. Hotel / B&B

    11. Insurance

    12. Legal

    13. Lending

    14. Loans

    15. Local Services

    16. Media / News Company

    17. Non-Governement Organisation

    18. Non-Profit Organisation

    19. Not Available

    20. Online Seller

    21. Other

    22. Property

    23. Science, Technology & Engineering

    24. Shopping & Retails

    25. Sports

    26. Telecom

  2. Official Brand Website → Link to the official website associated with your brand.

  3. Brand logo → Upload a logo of 224x224 pixels to help identify your brand.

  4. Contact Person → Provide details for a contact person for Customer support and query.

    1. Contact Person First Name

    2. Contact Person Last Name

    3. Contact Person Designation

    4. Email ID

    5. Mobile number

  • First Name: John

  • Last Name: Doe

  • Designation: Customer Support Manager

  • Email: johndoe@example.com

  • Mobile number: +91-XXXXXXXXXX

  1. Company Address

    1. Address Line 1

    2. Address Line 2

    3. Country

    4. State/Province/Region

    5. City

    6. ZIP code

  • Company Address:

    • Line 1: 123 Business Road

    • Line 2: Business Park

    • Country: India

    • State/Province/Region: Maharashtra

    • City: Mumbai

    • ZIP Code: 400001

Section 5: Business Verification | Verify the Legal Business Name

Please provide official documentation of your business’s legal name.

Upload an official document that matches the business’s legal name such as a business license,article of incorporation, or business tax registration.

  1. Document Type → Select a copy of one or more of the following documents, which verifies your legal business name:

    1. Pan Card of Company

    2. GST Document

    3. CST / VAT / Service Tac Certification or letter

    4. Certificate of Incorporation given by Ministry of Corporate Affairs

    5. Memorandum of Association / Articles of Association

    6. Bank account details

    7. Address proof of principal place of business

    8. Property Tax receipt

    9. Municipal Khata Copy

    10. Electricity Bill Copy

    11. Ownership deed/document (owned property)

    12. Consent Letter / NOC from the owner (in case of consent arrangement or shared property)

    13. other

    14. Company Registration Proof

    15. Company brand registration Proof

  2. Select File → Upload copies of these documents in the specified fields.

Terms and Conditions

A fee of Rs. 5000 will be charged for the brand verification process.

By completing and submitting this form you agree to the terms and conditions. Click here to view the all Terms and conditions.

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