What is a MyOperator Demo account and what can I do in the 3-day trial?

What is a MyOperator Demo account and what can I do in the 3-day trial?

⚡Quick answer -

A MyOperator Demo Account is a free 3-day trial version of the MyOperator platform that allows businesses to explore the product’s features and understand how it can streamline their customer communication — before committing to a paid plan.

It is designed as part of MyOperator’s DIY (Do-It-Yourself) signup process, where users can sign up, verify their WhatsApp number, and start exploring the platform instantly with minimal support or intervention. The demo account helps you evaluate the product, test WhatsApp automation, and experience the dashboard functionalities in real-time.


What Happens During the Signup Process

1. Signup Form Submission

  • Go to https://www.myoperator.com and click Try for Free.
  • You begin by filling out a simple form on the MyOperator website that includes your Name, Business Name, Business Email, and WhatsApp Phone Number.

image.png

image.png

Alt text: Filling out the Signup form

2. WhatsApp OTP Verification

To ensure authenticity, you’ll receive a One-Time Password (OTP) on your provided WhatsApp number. You must verify this OTP to continue.

3. Business Information

After OTP verification, you’ll be prompted to enter your GST number or Business Email Address. This helps the system automatically categorise your business profile (Micro, Small, Mid-size, or Enterprise).

image.png

Alt text: OTP verification

4. Trial Account Creation

Once your details are verified, a 3-Day Free Demo Account is automatically created for you. You’ll then be redirected to the MyOperator web application (in.app.myoperator.com) where your trial begins.

image.png

image.png

Alt text: Account created successfully + dashboard access


What You Can Do During the 3-Day Trial

During the demo period, you can explore most of the key MyOperator functionalities to understand how the system works and fits your business needs.

1. Explore Features

  • Get familiar with the MyOperator dashboard, analytics, and interface.
  • Access modules related to WhatsApp communication, call management, and user setup.
  • Learn how to manage teams, route customer inquiries, and track communication in one place.

2. WhatsApp Integration

  • Experience WhatsApp messaging on your own business number.
  • Test MyOperator’s WhatsApp APIs to understand automation capabilities like message templates and campaign setup.
  • See how customers can interact with your business via WhatsApp messages.

3. User & Department Management

  • Add users to your demo account, assign roles, and create departments.
  • Understand how call routing or WhatsApp conversations can be structured by department.

4. Test Call Functionalities (Post-KYC Only)

If you wish to test MyOperator’s call management and IVR features, you’ll need to complete your KYC (Know Your Customer) verification.
Once KYC is approved:

  • A demo service number is assigned to your account.
  • You can test incoming calls, IVR setup, and call routing.
  • Access to call recordings and analytics becomes available.

5. Access Support Resources

During your trial, you can access MyOperator’s help guides, video tutorials, and onboarding resources to assist you in exploring the platform effectively.

6. Evaluate Platform Performance

  • Analyse call logs (if KYC is done), user activity, and WhatsApp communication reports.
  • Evaluate how well MyOperator’s tools align with your internal workflow and customer engagement goals.

What’s Not Available in the Initial Demo

Before completing KYC, the following features remain disabled:

Feature

Availability Before KYC

Availability After KYC

Service Number

Incoming Calls

Outgoing Calls

(Enabled after upgrade)

IVR Setup

WhatsApp on Customer’s Number

WhatsApp on MyOperator’s Number

(Post-payment)

WhatsApp APIs

👉 Key Note for Clients:
KYC is the gateway to testing calling and IVR features. If you want to explore MyOperator’s complete call-handling capabilities, you must first complete your KYC verification.


How to Complete KYC (Optional During Demo)

You can verify your identity using either of the following methods:

  • GST-Based Verification (recommended for registered businesses)
  • Aadhaar-Based Verification (for individuals or unregistered businesses)

The process includes:

  1. OTP verification via GST/Aadhaar-registered number
  2. Video KYC (recording a short video for identity confirmation)
  3. E-signing a digital Customer Application Form (CAF)

Once approved, your demo upgrades with calling capabilities.


What Happens After the 3-Day Trial

  • Your demo access expires automatically after 3 days.
  • You can upgrade to a paid plan to continue using the platform — all your configurations and setup progress can be retained.
  • Available upgrade options:
    • Compact Plan: For WhatsApp-only services (no KYC required).
    • Sedan, SUV, or Enterprise Plans: Full-featured voice + WhatsApp solutions (KYC required before activation).

Why the Demo is Important

The 3-day trial ensures every potential user:

  • Experiences the platform firsthand.
  • Understands MyOperator’s WhatsApp and call management workflows.
  • Becomes a qualified and product-aware lead for the sales team, ensuring faster onboarding once they decide to upgrade.

    • Related Articles

    • What is a Demo account?

      A "Demo account" is a 3 day trial that allows you to test and use the features of MyOperator for free. It ensures that you are well versed with all features of our product. Once your free trial is completed, you are in a better position to decide ...
    • How do I start my 3 day free trial?

      Table of contents What is the 3‑day free trial? Who is this trial for? How to sign up — step‑by‑step (copy‑paste links) What’s included in the trial (features you can test) Technical & account prerequisites Trial expiry, retention, and upgrade ...
    • How can I create a Demo account?

      To create a Demo Account, follow the following steps: 1. Visit www.myoperator.com 2. Click on Signup. 3. Enter your email id and mobile number appearing in a popup and click on “Sign Up”. 4. Click on “Start 3-day trial now” at the bottom of your ...
    • How can I create a Demo account?

      Applies to: All prospective customers Summary: Sign up for a free 3-day demo to explore MyOperator’s cloud telephony. You’ll verify phone + email, and a temporary business number is auto-assigned. India trials include 200 demo minutes; international ...
    • How do I set up MyOperator on Day 1 so I can take my first live call?

      ⚡Quick answer - Log in as Admin, add users, create an IVR, route keys to departments, place a test call, and verify logs/recordings—all in under 30 minutes. Optional steps cover bulk contacts, SMS, WhatsApp, and Webcall. When should I use this guide? ...