> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://myoperator.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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, any business can test MyOperator without talking to Sales:

1. Signup
2. OTP
3. Business info
4. Auto-profiling with a 3-day WhatsApp trial
5. Dashboard access

||| Warning
Voice features stay locked until KYC is approved. No service number or IVR is provisioned until KYC is approved. Purchasing the WhatsApp-only Compact plan never requires KYC.

## 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

This is ${youtube}[Video walkthrough](uEKX-ekDQ14)

_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 `verification_status = Mobile verified` | 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 `in.app.myoperator.com` | 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 |

![](https://content.api.getguru.com/files/view/4be2cf68-e148-4184-a04d-2b672e1fde0b)

_Alt text: Initial signup form_

![](https://content.api.getguru.com/files/view/394595b1-04be-4a53-b494-37ef3bc621ea)

_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 |

|| Info
Domain rank values come from the internal ranking service.

![](https://content.api.getguru.com/files/view/7ff4e2c7-f69f-477d-911d-60488791e54e)

_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)

1. Click "Upgrade" in the dashboard.
2. Select Compact plan → pay.
3. Account live; KYC not required.

### Path B — Sedan, SUV, or Enterprise plans

1. Complete KYC in the dashboard.
2. Wait for the "KYC Approved" banner.
3. Click "Pay now" → choose plan → pay.
4. Voice, IVR, and DIDs go live.

---

Keywords: MyOperator DIY signup, WhatsApp trial, 3-day free trial, KYC unlock, Compact plan, lead profiling