Video Conference

The Video Conference module connects the user with a live agent over video and audio to conduct an identity verification interview. The agent can request that documents be shown on camera and complete any verifications needed to meet regulatory or business requirements. The agent may be an Incode representative or an agent in your organization. {/* TODO: Confirm with SME — This statement is based on information in Notion regarding this module. Please confirm whether the reference to an Incode representative is needed. */}

Video Conference is designed for regulated markets and high-assurance scenarios where automated verification alone is insufficient. Incode's video conference design complies with the regulatory requirements issued by the Comisión Nacional Bancaria y de Valores (CNBV).

Integrations

:white_check_mark: Web | :white_check_mark: iOS | :white_check_mark: Android

How It Works

Video Conference is triggered after the end user completes prior modules in the session, typically ID Capture and Face Capture. When the module runs, the user is placed in a waiting queue until an available agent accepts the call.

When the Video Conference module runs, the user is prompted to connect to a live call at the Conference step. A representative logs into the conference portal and answers the incoming call. Once the call is established, the representative interviews the user and conducts any verifications required by the Session configuration. The session result is recorded and tied to the user's onboarding session.

The module can also be configured to require a One-Time Password (OTP) before the user connects to the call. When Conference OTP is enabled, the user must enter a code to confirm their identity before the live session begins.

Video Conference uses OpenTok (Vonage) as its underlying video streaming technology.

Agent Setup

Before your agents can use Video Conference with end users, the following setup is required:

A Flow or Workflow with the Video Conference module enabled
An executive user (agent) account added to the conference portal
The conference portal URL provisioned and shared with the relevant team alongside the standard Dashboard URL

Use Video Conference

For instructions on implementing and configuring Video Conference on each supported platform, use the following pages: