What is the new DIY signup and onboarding process for MyOperator’s WhatsApp free trial, and how do I complete it?
⚡Quick answer -
In five self-service steps—Signup → OTP → Business info → Auto-profiling with a 3-day WhatsApp trial → Dashboard access—any business can test MyOperator without talking to Sales.
Voice features stay locked until KYC is approved; purchasing the WhatsApp-only Compact plan never requires KYC.
No service number or IVR is provisioned until KYC is approved.
When should I use this guide?
Open this guide as soon as you begin signup.
It shows every screen you’ll see, why certain features are missing, and the fastest upgrade paths—so you can go live without waiting on Support.
1. End-to-end flow overview
Goal: give prospects an instant WhatsApp sandbox and enrich every lead for Sales.
Milestones:
• Signup form submitted → lead created
• OTP verified → status = “Mobile verified”
• GST or business email provided → lead auto-profiled
• 3-day WhatsApp-only trial provisioned
• Optional KYC → unlocks voice & IVR features
Watch the video walkthrough
Alt text: video demo
2. Step-by-step signup journey
Customer action | System action | Flip-side (when it does NOT work) |
Fill 4-field form (Name, Business Name, Business Email, WhatsApp ) | Lead created instantly | — |
Enter 6-digit OTP (SMS/WhatsApp or voice call) | Sets | 6 wrong attempts → form locked 24 h |
Provide GST or business email | Triggers auto-profiling | Blank GST + free email → defaults to “Micro” |
Auto-redirect to | 3-day trial workspace spun up | Trial auto-expires after 72 h with no upgrade |
Explore dashboard (WhatsApp inbox, APIs) | — | Incoming/outgoing calls blocked until KYC |
Alt text: Initial signup form
Alt text: Business Information (GST / Business Email)
3. How automatic lead profiling works
GST turnover + domain rank determine the profile shown on the Sales lead card.
Profile | GST turnover | Domain rank* | Internal group |
Micro | < ₹1.5 Cr OR no domain | — | NanoG |
Small | ₹1.5 – 25 Cr | 0 – 14 | SMBG |
Mid-size | ₹25 – 100 Cr | 15 – 25 | SMBG |
Enterprise | > ₹100 Cr | > 25 | EBG |
*Domain rank values come from the internal ranking service.
Alt text: How leads are profiled
4. Trial capabilities vs. limitations
KYC is the single switch that unlocks voice and IVR features.
Feature | Demo (no KYC) | Demo (KYC) | Live (KYC) |
Service number | No | Yes | Yes |
Purchase DID | No | No | Yes |
WhatsApp on the customer’s number | Yes | Yes | Yes |
WhatsApp on MyOperator’s number | No | No | Yes |
Incoming calls | No | Yes | Yes |
Outgoing calls | No | No | Yes |
WhatsApp APIs | Yes | Yes | Yes |
IVR setup | No | Yes | Yes |
Blockers:
• Placing calls without KYC.
• Six failed OTP attempts (24-h lockout).
• Trial older than 3 days with no upgrade (auto-expire).
5. Converting a trial to a paid account
Path A – WhatsApp-only Compact plan (fastest)
- Click ‘Upgrade’ in the dashboard.
- Select Compact plan → pay.
- Account live; KYC not required.
Path B – Sedan, SUV, or Enterprise plans
- Complete KYC in the dashboard.
- Wait for the ‘KYC Approved’ banner.
- Click ‘Pay now’ → choose plan → pay.
- Voice, IVR, and DIDs go live.
Keywords: MyOperator DIY signup, WhatsApp trial, 3-day free trial, KYC unlock, Compact plan, lead profiling
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