How to use Kylas Setu application for KYC purpose?
Verifying customer identity is a critical step in building trust and ensuring regulatory compliance. The Setu Marketplace App, now available on Kylas CRM, allows businesses to initiate and manage KYC (Know Your Customer) verification seamlessly using PAN-based identity checks. This guide walks you through the complete setup and usage of the Setu app inside Kylas, along with powerful automation features.
Prerequisites
Before setting up the Setu KYC app in Kylas CRM, ensure you have the following:
Admin access to your Kylas CRM account
Active Setu account with PAN verification product access
Your Kylas API Key
Verified email ID used to sign up for Setu
Access to Kylas Marketplace
Table of Contents
Installing Setu App from Kylas Marketplace
Connecting Setu with Kylas
Mapping PAN Fields with CRM Fields
Managing User Access to Setu
Generating PAN-Based KYC Request
Viewing KYC Status Logs
Automating KYC Actions with Kylas Workflows
Mapping Setu Variables in WhatsApp Templates
Use Cases
Benefits
Conclusion
1. Installing Setu App from Kylas Marketplace
Go to Kylas Marketplace and search for Setu.
Click on the app and then select "Allow and Install."
If you're a first-time user, complete the Sign Up process and verify your email.
2. Connecting Setu with Kylas
After login, go to the API tab in Setu and:
Paste your Kylas API Key
Click on Save
Navigate to the Connected Accounts tab and click on Connect Account
Fill in the required details
Enable the PAN Verification checkbox
Enter your PAN Verification Product Instance ID received from Setu
Click Save
3. Mapping PAN Fields with CRM Fields
To automatically update correct info from PAN to Kylas:
Go to "Map Fields" in the Setu app
Choose PAN Verification as the product
Map Lead, Contact, Company fields with PAN card fields
After successful verification, mapped fields in Kylas will be auto-updated
4. Managing User Access to Setu
Navigate to Manage Users tab in the Setu app
Click on "Fetch Users" to sync your Kylas users
This gives access to all synced users to generate KYC requests from their accounts
5. Generating PAN-Based KYC Request
Go to any Lead / Contact / Deal / Company detail page
Click on “More Actions” and choose “Generate KYC Request”
Select:
PAN Verification as method
The related Lead/Contact/Company
Confirm the details and click Verify
6. Viewing KYC Status Logs
View the verification status:
On the right-hand side Productivity Section under Setu App
Or navigate to Logs tab inside the Setu application
7. Automating KYC Actions with Kylas Workflows
Setu allows workflow automation using triggers. Example actions:
Send WhatsApp/Email after KYC success
Change pipeline stage on KYC failure
Steps to Enable:
In Setu → Connected Accounts → Click Events
Enable desired trigger events like KYC Completed
In Kylas, go to Workflows
Choose the entity (Lead/Contact/Company)
In trigger event dropdown, choose Marketplace Triggers
Select the corresponding Setu event
Add conditions and define workflow actions (send message, change stage, etc.)
8. Mapping Setu Variables in WhatsApp Templates
Integrate KYC values into WhatsApp messages.
Steps:
Install both Setu & Kylas WhatsApp Business apps
Go to WhatsApp Templates tab in Kylas WhatsApp app
Add your approved template
On the template listing, click Fields → Scroll to Installed Marketplace App Fields
Map the required Setu variables (like PAN name, KYC status)
Now, anytime a WhatsApp message is sent manually or via workflow, real Setu values will be included in the message.
Use Cases
|
Use Case |
Description |
|
Lead Verification |
Verify new leads instantly via PAN |
|
Deal Stage Automation |
Move deals forward post successful KYC |
|
Fraud Prevention |
Avoid duplicate/fake records with PAN checks |
|
API-based Verification |
Use API to connect multiple verifications at once |
|
Onboarding Compliance |
Complete legal checks before onboarding |
|
Workflow Alerts |
Notify teams on KYC success/failure |
|
Personalized WhatsApp |
Send name and status using Setu + WhatsApp |
|
KYC Dashboarding |
Log and monitor all PAN checks from logs tab |
Benefits
|
Benefit |
Impact |
|
Faster KYC |
Complete identity verification in seconds |
|
Reduced Manual Effort |
Auto-filled fields from verified data |
|
Improved Accuracy |
Direct mapping eliminates human errors |
|
Enhanced Communication |
Automate messages post-KYC |
|
Regulatory Compliance |
Seamless compliance tracking |
|
Real-Time Logs |
Monitor and troubleshoot in one place |
|
Scalable |
Works for Leads, Contacts, Deals & Companies |
Conclusion
Integrating the Setu Marketplace App in Kylas CRM streamlines your KYC process with automated PAN verification, real-time field mapping, and powerful workflow automation. Whether you're in finance, lending, insurance, or SaaS—this integration ensures you stay compliant, move faster, and build trust with every customer.
Start using the Setu app in Kylas today to simplify identity verification like never before.
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