To: Product & Engineering Team Dear Product Team, I am the Lead Systems Architect at FlowBridge Agency, a white-label enterprise deploying autonomous dispatch infrastructure for home service operators. We are actively onboarding multiple client sub-accounts on your platform, and I want to formally request a critical feature enhancement to the current phone number KYC (identity verification) flow. The Operational Bottleneck The current KYC verification process requires identity verification to be completed directly inside the platform's dashboard/chat interface. There is currently no mechanism to: Send a client a secure, external KYC verification link. Trigger an automated, white-labeled invitation email to a client when an agency initiates the process. Allow clients to complete verification independently on their own device. This forces agencies into one of two highly unscalable workarounds: Proxy Verification: Completing KYC on behalf of the client (which raises massive compliance and fraud concerns). Synchronous Friction: Scheduling a mandatory screen-share Zoom session per client just to complete a 2-minute Persona identity verification. For a white-label agency onboarding 10, 20, or 50+ clients a month, this is a severe operational choke point. The Requested Feature: Asynchronous Agency KYC Flow We request a dedicated, asynchronous flow that operates as follows: Agency Initiates: The agency inputs the client's details (Name, Email, Phone) and triggers a KYC invitation from the dashboard. Automated Invitation Fires: The client receives a clean, professional email containing: A brief explanation of why telecom verification is required. A checklist of required documents (e.g., Government-issued ID, selfie). A secure, time-limited verification link (e.g., 72-hour expiry) tied specifically to their sub-account. Client Self-Serves: The client clicks the link and completes the Persona identity flow on their own mobile device at their convenience. Status Webhook/Notification: Once the client completes (or fails) verification, the agency receives an automated dashboard notification and/or webhook with the result. Provisioning Unlocked: If approved, the agency is instantly unblocked to purchase and assign the phone number. Why This Matters (The Business Impact) This feature directly enables white-label agencies to deliver a frictionless, scalable client onboarding experience. Without it, the KYC step remains a manual bottleneck that slows down revenue-generating activations—not just for our agency, but for your platform's overall telecom volume. | Current State | Requested State | | :--- | :--- | | Requires live screen-share | Client self-serves asynchronously | | Agency bears compliance/fraud risk | Client legally verifies their own identity | | Unscalable for 50+ monthly clients | Fully automated, works at infinite scale | We strongly urge the prioritization of this feature in an upcoming sprint. I am more than happy to jump on a product feedback call with your engineering team to elaborate further. Thank you for your time and consideration. regards, Derric Yuh FlowBridge Agency