• No, the Verified Business Caller ID cannot be customized.

• All Verified Business calls are identifiable by a green badge.

• Apart from this, Priority caller IDs are purple in color. But Priority Caller IDs can be enabled only for use cases approved by our team. Truecaller holds the right to approve or disapprove a number for priority caller ID.

Yes, you can use virtual or cloud telephony numbers. All official business-owned CLI, PRI, DID, Landline, Mobiles, and virtual numbers can be onboarded on our Verified Business Caller ID.

Yes, Verified Business Caller ID works on all devices that support the Truecaller application, i.e. Android and iOS. It works across all devices within these OS, and it is a network-agnostic solution.

In order to enable Truecaller on your iPhone, please follow the below steps:

• Open Phone settings on your iOS device.

• Tap on ‘Phone’ and then ‘Call Blocking & Identification’.

• Turn on all the options for Truecaller.

You can reach out to us at cs@truecaller.com for more information on early access programs.

As part of our early access programs, we reach out to our customer community from time to time to give them access to our upcoming products to get first-hand feedback and insights to enrich the product experience.

When a configured feature set is unpublished, it goes into draft mode. All features that were enabled for the set of numbers configured in this feature set will be disabled.

Yes, the Verified Business Caller ID is supported on iOS. Due to iOS restrictions, the UI will be different from Android.

With Verified Business Caller ID, businesses can:

1. Establish a prominent brand identity with a tamper-proof name, business category and logo.

2. Make calls contextual and crystal-clear for their audience with Call Reason.

3. Leverage Video Caller ID to deliver a more lively communication experience for customers.

4. Get active customer feedback to streamline their operations.

5. Enable customers to show interest for their business offerings even if they miss the communication, with Call Me Back.

6. Build scalable communication experience with APIs that seamlessly integrates into their existing calling infrastructure.

1. You will see the below screen when you login, till your documents are approved and your subscription is activated by our internal teams.

1. For any assistance regarding your document verification or subscription activation, you can reach out to your sales representative or write to us as cs@truecaller.com.

2. Once your account has been approved and your subscription has been activated by our team, you can login and start setting up your calling operations.

1. You can click on the “Get in touch” button on our website (business.truecaller.com) and share your contact information with us. Our team will reach out to you and help you with a subscription and account creation.

1. Our team will reach out to you and finalize your subscription package before creating your account for Verified Business.

2. Our team will also ask you for certain KYC documents that are required to complete the process.

1. After adding your calling operations, you can add a process to each of your calling operations.

2. Select the Calling Operation you want to add a process to and click on “Add Process”.

3. Add the name of your Process and click on Save.

In this section, you will get to know all about getting started on the Truecaller for Business console.

1. You have to begin configuring your feature set by activating the Caller ID feature first.

2. Without enabling the Caller ID feature, you will not be able to activate the other features available to you.

3. To activate the Caller ID feature, click on the “Caller ID” toggle.

4. You can either create a new caller ID or choose from your list of existing caller IDs.

5. Once you see the Caller ID toggle activated, your Verified Business Caller ID feature is now configured.

1. If you want to create a new caller ID, click on “Create New”.

2. You now have to add a logo to the caller ID. While adding a logo for your caller ID, ensure you are using a 200x200px logo in a PNG format.

3. Add your label name.

4. Choose your business category and a sub-category.

5. Click on “Create Caller ID”.

6. Your new caller ID is now ready to be used.

1. Once the account has been created, you will receive a verification email on the email id that you had provided to our team.

2. Click on the Verify Email button in the verification email.

3. This will lead you to a page where you can create the account password.

1. Setup your account password as per the instructions and click on Submit. Please follow the below guidelines for setting up your password:

   • The password length must be greater than or equal to 8.

   • The password must contain at least one uppercase character.

   • The password must contain at least one lowercase character.

   • The password must contain at least one numeric value.

   • The password must contain at least one special character.

1. Once you have successfully set your password, click on Login using your password to login.

Get answers to all your queries about the features in Verified Business Caller ID, how to enable them and more in this section.

1. Once you have added a process to your Calling Operations, click on “Configure” to start configuring your Process.

2. This will take you to the Feature Set Configuration page.

3. Click on “Add Feature Set” to configure different feature sets for the numbers related to your calling process.

4. On clicking “Add Feature Set”, you will see the list of features available for you as per your subscription plan.

Once you have enabled your required features in the feature set configuration page, click on Publish.

All features that you have enabled will now be available on the numbers uploaded for the feature set.

1. After your account has been approved and your subscription has been activated , you can start your onboarding by setting up your calling operations.

2. Select your calling operations from the existing list visible on the landing page.

3. Click on Next after you have selected your required Calling operations.

4. On the next screen, you can see all your calling operations listed.

5. In case you want to add a calling operation that is not listed currently in the list displayed, reach out to us at cs@truecaller.com and we will help you out.

Priority Caller ID is purple in color, unlike the green badge for a Verified Business Caller ID.

In this section, you can get to know all about creating an account with Truecaller Verified Business Caller ID.

1. After you have activated Caller ID in your Feature Set, you have to add the list of numbers for which the Feature Set will be applicable.

2. Click on Add Numbers and upload the numbers that you want to add for the feature set in .CSV format.

3. You can click on "Download sample", if you need a reference on the format in which the numbers need to be uploaded.

4. Ensure that you use the right format mentioned in the sample CSV and don't miss out on country code (91) for India.

5. Click on “Publish” after successfully adding numbers to list your numbers with the configured feature set.

To know how to setup your Verified Business Caller ID, click .

Congratulations! Your Verified Business Caller ID will now be active.

Your Verified Business console is now ready for further configurations.

Once your Caller ID feature has been configured, you can proceed to customize your feature set further by configuring other features like Call Reason, Video Caller ID, Call Me Back, User Feedback.

• Priority Caller IDs can be enabled only for use cases approved by our team.

• Truecaller holds the right to approve or disapprove a number for priority caller ID.

• Verified Badge is revoked by our AI/ML-driven models if used for any non-approved use case or if it crosses threshold user blocks.

Images:

• A minimum of three images are mandatory for businesses to attach to their Business Profile.

• Max image size should not be more than 2MB

• Max image dimension supported 3000 x 3000

Business and Social URLs:

• Businesses are required to add URLs for social media profiles, website, and app store links to enable enhanced discovery.

Description:

• The minimum character limit on the description is 12 characters, and the maximum is 160 characters.

Benefits of Business Profile:

• With Business Profile, you can exhibit online presence with website and social media links, add visual context and appeal with handpicked branded images.

• You can summarize your business for customers by adding a short business description.

• Businesses can quickly setup Business Profiles on the Verified Business console and create a positive brand experience for Truecaller users.

1. To create a new Business Profile, click on the toggle to enable Business Profile

2. A side panel will open up. Click on “Manage Business Profile”.

3. You will be redirected to a page where you can add details like website URL, social media accounts and cover images to enrich your Truecaller business profile.

4. Enter your social media links, website link and play store link. Upload at least 3 images for your business profile.

5. Maximum image upload dimension is 3000 x 3000.

6. Add a description for your business or brand in minimum 12 characters and maximum 160 characters.

7. Once you have entered all the required details, the preview pane will show the mockup of the Business Profile.

8. Click on the “Save” button to complete your profile.

9. Upload at least 3 images for your business profile.

10. Maximum image upload dimension is 3000 x 3000.

11. A success message will appear confirming the business profile update.

You can also click on the “Business Profile” option listed under the Business Identity section of the platform to setup a Business Profile.

• You can add Business Profile in your feature set only after you have activated your Verified Business Caller ID.

• Click on the Business Profile toggle to activate it.

• If you have an existing Business Profile, then select it and click on Confirm.

The number for which Call Reason is to be displayed must be a valid phone number and already a Verified business or Priority number with Truecaller.

• The call reason has to have a minimum of 10 characters and maximum of 100 characters.

• The following special characters are not supported in Call Reason ! @ # $ % ^ & * ( ) _ + /

• The following special characters are not allowed . , - at the start or end of the Call Reason text. These characters can however be used within a Call Reason text body.

• Spaces are not allowed at the start or end of the Call Reason text.

• The call reason mentioned must be crisp, meaningful, and easy to understand from the end user's call perspective.

• The text should be free from grammar or spelling errors.

Call Reason currently supports English, Arabic and Hebrew and most of the vernacular languages in India like Hindi, Gujarati, Bengali etc.

You can find the Call Reason analytics on the left hand side menu of the Verified Business console.

You cannot remove a Call Reason. You can only remove numbers from a Call Reason.

1. To create new call reason, click on “Create New”, after activating the Call Reason toggle in the Feature Set Configuration page.

2. You can then type in your call reason.

3. The call reason has to have a minimum of 10 characters and maximum of 100 characters.

4. A mockup of the Call Reason will be shown in the preview pane.

5. The same call reason can be applied to any number of feature sets. Check out the Call Reason page in to see all the feature sets using the same call reason.

You can also click on the “Call Reason” option listed under the Feature section in the left hand side panel of the console to setup your Call Reason feature.

1. After setting up your Verified Business Caller ID, you can add Call Reason in your feature set.

2. Click on the Call Reason toggle to activate it.

3. You can choose a call reason from your existing list of call reasons and click on “Confirm”.

4. If you want to add a new call reason, click on “Create New”.

Video Caller ID is available in multiple formats and works seamlessly across all devices & requires low internet bandwidth.

1. You can activate a Video Caller ID only after activating the Verified Business Caller ID.

2. Click on the Video Caller ID toggle to begin configuring Video Caller ID.

3. Once you click on the toggle, you will be prompted to either select an existing video caller ID or create a new video caller id.

1. Alternatively, you can create a Video Caller ID by clicking on the Video Caller ID button in the "Features" section.

1. Follow the below specifications for uploading a video for the Video Caller ID:

   • Recommended resolution: 480 x 854 pixels for portrait / 854 x 480 pixels for landscape

   • Recommended aspect ratio: 9:16 / 16:9 with 1:1 letterboxing Recommended video length: 9–15 seconds

   • Max file size: 1MB

   • Video format: MP4

   • Minimum bitrate: 516 Kbps

2. It is mandatory to upload a landscape video for the Video Caller ID. Portrait video is optional.

3. Click on the upload icon in the "Landscape" box and upload your required video for the Video Caller ID.

4. Once the upload is completed, click on the "Upload" button at the bottom of the page to finish creating the Video Caller ID.

1. Once your video has been uploaded for Video Caller ID, click on "Departments" and select the calling operation for which you wish to enable Video Caller ID feature.

2. Click on Configure, for the process where you want to enable Video Caller ID.

3. Click on the toggle to activate Video Caller ID feature.

4. Click on Publish to publish your feature set.

• No, the video playing on the Video Caller ID is not clickable.

• We recommend using the video on the Video Caller ID to better represent the context of the call and make it more distinctive from normal calls for users.

There is no limit to changing videos, and businesses can upload any number of videos for usage.

• No, the video is not clickable and cannot redirect to another webpage.

• We recommend using the video on the Video Caller ID to better represent the context of the call and make it more distinctive from normal calls for users.

Videos can be uploaded in two formats - portrait and landscape. Uploading a landscape video is mandatory. The portrait video is optional.

If you upload both portrait and landscape videos, only the portrait video will be displayed on the user’s Caller ID.

It takes a maximum of 10 minutes for Video Caller ID to get activated and appear for the numbers it has been enabled for.

While you can upload a video that has audio in it, but the Video Caller ID does not play audio when it is displayed on the customer's device.

For portrait videos:

• Recommended resolution: 480x854

• Aspect ratio: 9:16 recommended filling a standard mobile phone screen (1:1 with letterboxing)

For landscape videos:

• Recommended resolution: 854x480

• Aspect ratio: 16:9

The length of the videos should not be more than 15 seconds.

The maximum file size of the video should be 1MB. If the video file size is more than 1MB, we recommend using any standard video compressor to reduce the file size.

MP4 video is supported on the Video Caller ID.

Call Me Back can be enabled only for the business calls that have been missed or rejected.

The Call Me Back data can only be downloaded for the last 7 days.

1. You can enable Call Me Back in your feature set only after setting up your Verified Business Caller ID.

2. Click on the Call Me Back toggle to activate it.

3. Once you click on the Call Me Back toggle in the feature set configuration page, a panel will open up on the right side.

4. You can either confirm the already existing days and operating hours for Call Me Back or click on “Manage Working Days” to edit the days and business operating hours.

5. Once you click on Manage Working Days, activate the days for which you want this feature to be enabled for.

6. Set your suitable operational hours to activate slot picker for users who miss your call.

7. Click on Save to save the days and operational hours for Call Me Back.

Alternatively, you can click on "Call Me Back" under the "Features" section of the left hand side panel in the console and enable the days and business operating hours you want your customers to call you back on.

1. Once your Call Me Back days and operational hours are enabled, click on "Departments" and select the calling operation for which you wish to enable Call Me Back feature.

2. Click on Configure, for the process where you want to enable Call Me Back.

3. Click on the toggle to activate Call Me Back feature.

4. Click on Publish to publish your feature set.

For Truecaller Users on android versions above 14.36.8 :

When you enable Call Me Back, your customers who are on Truecaller app version 14.36.8 and above will see available time slots for the current day that they are receiving the call on and the next 6 operational days set by your business.

Note:

• You will not be allowed to move back to a Day-based configuration after the Day + Time configuration is done.

• You can disable the feature completely from the feature-sets you want or your entire account.

• You have to setup at least one operational business if the operational Hours have been configured.

• Operational Hours - Min and Max:

  • You are allowed to configure slot selections of up to a maximum of 24 hours.

  • The minimum operational time duration for Call Me Back is 2 hours.

• Based on your operational hours, your customers will see slots in 30-minute intervals.

  • For example, if your business operating hours are set to 10:00 am to 02:00 pm, then your customers will see slots like 10:00-10:30 am, 10:30-11:00 am, and so on.

• You are allowed to setup one specific time zone for your Call Me Back configuration. Your customers will see time slots as per their device's time zone.

  • For example, suppose you have set up business operational hours as 10:00 am to 02:00 pm in the India Standard Time (GMT+5:30) time zone in your Call Me Back configuration. Now, suppose the customer you are calling is in Gulf Standard Time(GMT+4:00). Then they will see time slots like 08:30-09:00 am, 09:00-09:30 am, and so on.

For Truecaller Users on android version below 14.36.8 :

• The time slots displayed on the after-call screen are - Evening, Tomorrow, and Weekend.

• To enable these time slots, note the following conditions:

  • Evening: If a call is made during the day before 12 PM, the call back will reflect for the same day unless businesses have disabled the evening time slot on your self-serve dashboard.

  • Tomorrow: If a call is made today[Monday]; let us suppose we have activated Tuesday, so the call-back request will be automatically set for Tuesday. In case Tuesday is not selected on the business console, the next day of the week that's selected will be set. So if it's Wednesday, Thursday, or Friday, whichever date is next selected will be auto-assigned for a callback.

  • Weekend: If a call is placed on a weekday (Mon - Thursday), and the slot for Saturday or Sunday, or both are enabled from Self-serve, then the weekend slot will be displayed. If a call is placed on Friday/ Saturday, instead of showing a weekend slot, the after-call screen will display the day for which the slot is enabled, i.e., either Saturday or Sunday.

Data is available on the Truecaller for Business console on a real-time basis.

You can only download logs for 7 days at a time.

• To download the callback request logs, click on Call Me Back under the Features section in the console.

• Select the data range for which you wish to download the callback request log. You can select a maximum of 7 days at once.

Yes, customers are allowed to reschedule a call back request. Customers can go to your Business Profile and click on the Reschedule call to action and select a slot convenient for them. There are no limitations set for the number of times a customer can reschedule a call back.

As per Truecaller's privacy policy, the below points can be noted for data that can be processed and shared as logs on Call Me Back for users who have more than one sim on their device:

• The data of users who have more than one active sim on Truecaller app versions 14.25 and below cannot be shared. As a result, these logs will reflect as "Phone number not available".

• When such users update to the latest version of the Truecaller app that allows them to manage their data sharing preferences, Truecaller will be able to collect and share the exact number of the user in line with the latest privacy policy.

• The data of users who only have one active sim which is registered on Truecaller will be available without any impact across all versions of the app.

The data appears in a new line item along with the relevant timestamps and data points on the Call Me Back download report.

Please make sure to optimize your calling workflows to always honor the latest call back request time slots from your customers.

Call Me Back data is available on the Truecaller for Business console on a real-time basis. Businesses can download the logs based on the frequency defined at their end to take action.

The information is shared with a business over an email daily. The email has a daily count of callback requests along with a link to self serve Call Me Back section to download the CSV file.

Note : Data is available only for the past 7 days on the portal

No, you cannot add multiple timezones for your business operation hours.

You are allowed to setup only one specific time zone for your Call Me Back configuration. Your customers will see time slots as per their device's time zone.

• For example, suppose you have set up business operation hours as 10:00 am to 02:00 pm in the India Standard Time (GMT+5:30) time zone in your Call Me Back configuration. Now, suppose the customer you are calling is in Gulf Standard Time(GMT+4:00). Then they will see time slots like 08:30-09:00 am, 09:00-09:30 am, and so on.

Call Me Back takes 2-4 hours to activate and appear for the numbers it is enabled for.

With our User Feedback feature, you can know your customers better and get the best business outcomes. There are two types of User Feedback that you can use to understand brand perception and gain useful insights:

• Call Ratings

• Questions

No, you cannot customize the business operation hours for different days of the week. Once you set your business operating hours, this will apply to all active business days on your Call Me Back configuration.

1. After setting up your Verified Business Caller ID, you can enable User Feedback in your feature set.

2. Click on the User Feedback toggle to activate it.

3. If you have an older User Feedback campaign, you can select it or you can create a new one.

4. Start by giving a name to your campaign (max 50 characters).

5. Add a description of the campaign within 255 characters.

6. Select when the campaign should be triggered - when a customer answers your call or when a customer misses your call or rejects your call.

To access your available list of campaigns, click on the User Feedback under the Features section in the left hand side panel of the console.

1. Post this, you can need to further configure your user feedback by clicking on the “+” sign to add individual questions as feedback cards.

2. Select the type of question you wish to add - Call Ratings or Question.

1. Your User Feedback campaign goes live when you publish your feature set.

2. Click on the Publish button to publish your feature set.

3. Then, click on the edit icon to set the date range for your User Feedback campaign.

4. Your User Feedback campaign should have at least one feedback question (call ratings or question) to be made live.

5. Click on Schedule once you have selected your date range.

Businesses can set up user feedback campaigns in two formats:

1. Call Ratings: Available only on Answered calls to gauge the quality of the call. This helps businesses to optimize calling efficiency and performance.

2. ​Questions: Available on Answered, Missed and Rejected Calls to ask qualitative questions from users, helping drive business insights.

This feature takes the guesswork out of customer feedback. With User Feedback, businesses get a quick and easy way to gather valuable insights and opinions from their customers after each call.

User Feedback not only helps businesses understand customers better, but it also boosts the post-call engagement and builds trust.

1. Enter the statement/question for rating a call.

2. The feedback type is a rating system between 1 to 5 stars and cannot be changed.

3. Click on “Save” to save your Call Rating as a feedback card. To add more Feedback Cards, click on the “+” sign below an existing feedback card.

4. The order in which the feedback cards are being displayed, is the same order that your customer will see the Call Ratings/Questions after answering/missing/rejecting your call.

5. If you wish to reorder your feedback cards, simply drag a feedback card above or below another existing feedback card.

A maximum of 3 feedback questions can be added to a user feedback campaign. These can be a combination of Call Ratings and Questions [Multi-choice short, Multi-choice long, and Free Text] or either of them.

1. Click on the "+" sign and select "Questions" from the Add New menu displayed.

2. Type the question that you want your customers to answer as a part of the campaign. The question can be of 100 characters maximum.

3. There can be three types of feedback questions - Multi choice short, Multi choice long, Free Text. Select the feedback type from the drop down menu after typing the question.

   • For Multi choice short questions, there can be a minimum of 2 options and a maximum of 3 options.

   • For Multi choice long questions, there can be a minimum of 2 options and a maximum of 4 options.

4. Each option can be 15 characters maximum.

5. Click on “Save” to save your Question as a feedback card.

1. To add more Feedback Cards, click on the “+” sign below an existing feedback card.

2. The order in which the feedback cards are being displayed, is the same order that your customer will see the Call Ratings/Questions after answering/missing/rejecting your call.

3. If you wish to reorder your feedback cards, simply drag a feedback card above or below another existing feedback card.

Once you click on User Feedback in the left hand side panel, you can view the total responses and unique responders for each of your User Feedback campaigns.

Currently, businesses can create campaigns with the following call types:

• Missed / Rejected Calls: Campaign to gauge feedback from users who missed/rejected the call from your verified business.

• Answered Calls: Campaign to gauge feedback from users who answered the call from your verified business.

• The campaign name should be easily identifiable with the purpose of the feedback campaign being setup.

• The campaign name is a mandatory step in creating a user feedback campaign.

• You can give a campaign name with a limit of 50 characters.

Only the last 7 days data will be available for download.

No, you cannot edit a User Feedback campaign once it is live.

Yes, feedback questions order can be changed only while creating a new campaign. Drag and drop the campaign cards to shuffle the order of questions.

As per Truecaller's privacy policy, the below points can be noted for data that can be processed and shared as logs on User Feedback for users who have more than one sim on their device:

• The data of users who have more than one active sim on Truecaller app versions 14.25 and below cannot be shared. As a result, these logs will reflect as "Phone number not available".

• When such users update to the latest version of the Truecaller app that allows them to manage their data sharing preferences, Truecaller will be able to collect and share the exact number of the user in line with the latest privacy policy.

• The data of users who only have one active sim which is registered on Truecaller will be available without any impact across all versions of the app.

The analytics dashboard updates every 24 hours. There is a latency of 24 hours like any other standard analytics product/module available in the market.

You can click on “Analytics” in the left navigation menu to access calling insights.

You can see how often customer perform meaningful actions, monitor growth of key calling cohorts and know how current trends compare to previous results.

1. Reports can be downloaded by clicking on the three-dot menu in the right-hand corner of the dashboard.

2. The Download option will be available in PDF and CSV format.

The analytics dashboard has multiple reports enabled based on the features that are linked to your plan, each covering comprehensive insights to help you up your calling game. ​

• Performance Metrics: In this report, get a snapshot of your overall performance like:

  • Listed numbers

    • Verified Numbers: Phone numbers with Verified Badge

    • Priority Numbers: Phone numbers with Priority Badge

  • KPIs of last 7 days

    • Total outgoing calls: Calls made from business number to Truecaller users

    • Unique Users CPR: Unique User Call Pick Up Rate (Percentage of calls answered by unique users to total unique user count)

    • Calls per user

    • Avg call duration (in seconds)

  • KPIs of selected date range

    • Total outgoing calls: Calls made from business number to Truecaller users

    • Unique Users CPR: Unique User Call Pick Up Rate (Percentage of calls answered by unique users to total unique user count)

    • Calls per user

    • Avg call duration (in seconds)

  • Monthly consumption status of last 3 months (showing a comparison of total outgoing calls and total answered calls)

  • Daily trend of all calls (showing total outgoing calls, total answered calls and unique receivers)

  • Average Call Duration

  • Unique Call Pick Up Rate (CPR)

  • Time slot analysis

    • Slot analysis of calls (Calls made vs Calls answered)

    • Call pickup rate (CPR) vs time slots comparison

    • Daily trend (Calls made vs time slot)

    • Daily trend (CPR vs time slot )

  • Lead Performance

    • CPR and Lead performance

• Detailed Report: This report gives you an in-depth analysis of your calling performance at the number level, such as:

  • Spam Report

  • Call Pickup Rate

  • Average Call Duration

  • Time Slot Analysis

  • Lead Performance

  • Label Performance

• Call Reason Performance: This report provides insights on how people are responding to the context you set for your calls, such as:

  • Total Call Reasons Set

  • CPR vs Call Reason Comparison

  • Unique Call Reason Performance

  • Average Call Duration on Call Reason

  • Number level analysis of Call reason

• Video Caller ID Performance: This report will give you an overview of how people are engaging with your branded video, such as:

  • Total/Avg. Watch time

  • Number Level Video Performance

  • Daily & Average Trends of Videos

  • Videos Played by Badge

• User level data: You can analyze aggregate user level information like demographics, device and lead management. Some analytics available to you include:

  • State wise analysis

  • User Device / Price Brackets

  • City Wise Analysis

  • Effectively Engaged Audience

  • Minimally Engaged Audience

  • CPR - Attempt Wise Analysis

• Call management API: Delve deeper into Call Management APIs performance with rich calling performance insights like:

  • API Calling Overview

  • API Calling Trends

  • Valid API Requests Overview

  • Invalid API Requests Overview

1. Reports can be scheduled by clicking on the three-dot menu in the right-hand corner of the dashboard.

2. While scheduling reports, options are available to:

   • Set Frequency: Report frequency can be set as daily, weekly, monthly, hourly, or custom.

   • Set Time: Specific time can be selected to schedule the report.

   • Set Receiver Email: You can add the email addresses of every recipient who should receive this report. You can also add people not added as users on your account.

3. Report Format: Reports are available in three formats:

   • PDF

   • CSV

   • PNG image file

All the new and upcoming features will only be supported on the new console and the support for old portal will be deprecated in near future.

Here's a sneak peek inside some of our brand new features:

• Number Management APIs to automate your number management.

• Role based access controls to define better controls over:

  • Numbers and their configurations

  • Analytics

  • Feature management.

• Personalized communication spaces for meaningful engagements with Truecaller users.

This guide is your go-to resource, packed with everything you need to know for a hassle-free transition to the new Truecaller for Business console. Let's make your move both exciting and efficient!

Here's a quick guide on the entire migration process.

• How long will Truecaller for Business offer support for its migration portal?

  • Migration portal will be active till 30th September 2024. Businesses are expected to setup their new structure and list numbers within their respective configurations in the migration portal.

• What happens if numbers are not migrated before the expected deadline?

  • Once you have begun the migration process, however, you will not be able to list new numbers on the older platform. All features in the older console will move to a “view only” state.

  • To list more numbers or configure any features, you will have to use the new console only.

  • We will keep you posted about any changes or deadlines regarding the migration to ensure the smoothest experience.

No, all your business numbers will continue to remain listed with Truecaller verified and priority badges. Alongside the badge, all feature configurations like Call Reason, video caller ID, Call Me Back and User Feedback will continue to function as they do.

• Your Verified Business subscription will not be affected during the migration.

• Your business operations will not be impacted. i.e. your numbers will continue to remain listed, all feature configurations added will be preserved.

No, analytics and reports will continue to be available on the old console dashboard while migration and on the new console dashboard after migration.

• Start by creating a blueprint of how you would like to organize numbers. This means, understanding which operations, processes and configurations you'd want to build. For example: A delivery business has 100 numbers for Order Delivery in equal proportion in 4 regions - North, South, East and West. Their number organization structure would look like : Department - Delivery Business Operation - Order Delivery Processes and number configurations -

  • North (Configuration 1 - 25 numbers),

  • South ( Configuration 2 - 25 numbers),

  • East (Configuration 3- 25 numbers),

  • West (Configuration 4 - 25 numbers)

• Organize numbers in the old console into number groups that resemble configurations of a process.

  • For example, creating a number group like "Sales - Bengaluru" in the older console can help in directly copying number group into a feature-set.

• Post migration, your Call Me Back and User Feedback features will have to be enabled again. Hence, make sure to export the numbers used for 'Call Me Back' and 'User Feedback'. By doing this, you can easily set them up again in the new configuration once your numbers are moved there.

1. On your existing console, click on the orange banner on top to begin the migration.

1. Build your calling operations structure to configure numbers based on their use-case. Refer here to know move about calling operations.

2. Once your calling operations are set, you have to setup a process.

1. Now, you can start configuring your process. You can pick from the suggested number groups or choose from the other existing number groups.

1. Next, start adding numbers to your feature sets.

1. Once all your configurations are done, click on Finish Migration.

You're all set! Welcome to the new console!

The migration support will be discontinued after September 30th, 2024. All listed numbers will be delisted and your account will be moved to the new console.

Please ensure all necessary actions are completed before this date. For any support, write to us at cs@truecaller.com.

All business numbers with verified and priority badges will be delisted, impacting your business operations. You will need to relist them in the portal and redo the configurations accordingly.

Reach out to us at cs@truecaller.com and we will be happy to assist you further.

Reach out to us at cs@truecaller.com to learn more about the migration and the new console.

Depending on the total count of numbers that are listed on your account the time to create calling operations structure can also vary, but once all the numbers are moved the transition to new console is instantaneous.

• Does this affect all my clients?

  • No, it only affects clients that are on the older version of Truecaller for Business console.

• How can I help my customers in making this migration smooth?

  • The new Truecaller for Business console gives customers the capability to set up their ‘Calling Operations’. ‘Calling Operations’ are day-to-day calling use-cases of a business. These are pre-defined on the platform to help businesses with a quick setup.

  • To ensure a smooth migration, you can ask your customers to group all their existing numbers into the pre-defined calling operations available in the new platform. This will ensure that once they migrate, their numbers are already bucketed into the new calling operations, reducing the overall time of the migration process.

  • The calling operations currently on the new Truecaller for Business console are:

    • Sales

    • Support

    • Delivery

    • Call support

    • OTP verification

    • 24h support

    • Maintenance work

    • Product recall

    • File collection

    • Media

    • Scheduling team

    • Estimation call

• To change an existing subscription plan, please reach out to the our team by writing an email to cs@truecaller.com

• Please note that you need to give a prior intimation of 30 days before you downgrade a subscription plan. This information needs to be shared with our team by the 15th of the month, as we will not be able to accommodate your request after that.

We do not have any discount coupons for any of our plans. Please reach out to your sales representative or write to us at cs@truecaller.com for any pricing related queries.

Get answers to all your queries related to account management, subscriptions and billing in this section.

Businesses get the official tax invoice by the 10th-12th of every month.