Business Info

Business Info$

The business information includes:

the enterprise type and logo,
the billing mode,
the communication address, technical, business, and legal contact details,
the currency, time zone, and language preferences,
the KYC documents include your PAN, TAN, GST identification number, and company identification number, and
the channel types include SMS, Truecaller, RCS, and WhatsApp.

Setup Business Info$

Required Permissions:

Admin/Super Admin

EnterpriseAggregator

To set up your business info,

Login to the Wisely account using a valid username and password.
An onboarding screen appears prompting you to setup your business info.
Select Setup Business Profile and Get Started.
The business info page opens.
In the Legal Business Name field, enter your enterprise name.

Note

Your legal name should be alphanumeric including special characters should not contain any spaces between words and has a length of 100 characters.
In the Industry Type field, select your type of industry from the drop-down menu.

Note

Your enterprise name and industry type must be recognized by the local government.
In the No.of Employees field, select the size of your company from the drop-down menu.
Click the Channels.
A list of channels appear on right of the screen.
Checkbox next to the channel(s) from which you want to send your communication messages.

a. WhatsApp

b. Truecaller

c. RCS

d. SMS - Enter PEID that you obtain from the DLT platform.
Click the Corporate Logo button, then upload or drop your corporate logo from your desktop.

Note

Your logo should be less than 1 MB in size and the accepted formats are .jpeg, jpg, and .png.
Click the Address button, then complete the following fields in the billing and communication address.
- Address Line 1
- Address Line 2
- City
- State
- Country
- Pincode
Note

You can mark the billing address as the communication address.
Click the Contact button, then select any of the following from the drop-down menu.
- Commercial Contact
- Legal Contact
- Business Contact
- Technical Contact
To add any contact from the above list:
1. Click Add.
  The contact details form opens.
2. Fill in the following details:
  - Your Name
  - Designation
  - Email and Phone number with country code
3. Click Save.
  Your contact details will be saved.
Note

You can add a maximum of 3 contact types for your enterprise.
Click the Business Proof Document button.

a. Select Business Type from the following
- Government Entity
- Individual
- Limited Liability Partnership
- Partnership Firm
- Private Limited
- Public Limited
- Sole Proprietorship
- Trust, Association, Society & Club (TASC)
b. Select Type of Document from the following
- Tax Deduction Account Number: A ten-digit alphanumeric number. The first 4 components of the TAN are alphabets, the next 5 are numbers and the last is an alphabet.
- GST Identification Number: A 15-character long alpha-numeric code. The first character should be a digit from 0 to 9 followed by the PAN of the taxpayer (10 characters long) then end with a digit or an alphabet (case-sensitive).
- Company Identification Number: A 21-digit alpha-numeric code issued to companies incorporated within the country.
- Business PAN: A ten-character long alpha-numeric code, first 5 letters should be uppercase alphabets followed by digits 0 to 9 then followed by an uppercase alphabet.
c. Click Add.
- Enter the corresponding unique Identifier in the field based on the type of document.
- Upload the respective document based on the type of document.
Note

Upload file size should be less than 1 MB and accepted formats are .pdf, .jpg, .jpeg.
Click the Preferences button.
A form appears.

a. Select an appropriate time zone from the drop-down menu.

b. Select your desired currency from the drop-down menu.

c. Select your desired language from the drop-down menu.
Click Create.
Your business information will be saved.

To set up your business info,

Login to the Aggregator account using a valid username and password.
An onboarding screen appears prompting you to setup your business info.
Select Setup Business Profile and Get Started.
The business info page opens.
In the Legal Business Name field, enter your enterprise name.

Note

Your legal name should be alphanumeric including special characters should not contain any spaces between words and has a length of 100 characters.
In the Industry Type field, select your type of industry from the drop-down menu.

Note

Your enterprise name and industry type must be recognized by the local government.
In the No.of Employees field, select the size of your company from the drop-down menu.
Click the Channels.
A list of channels appear on right of the screen.
Checkbox next to the channel(s) from which you want to send your communication messages.

a. WhatsApp

b. Truecaller

c. RCS

d. SMS - Enter the TMID that you obtain from the MaaP platform. The length of the ID is in between 12 and 19 digits.
Click the Corporate Logo button, then upload or drop your corporate logo from your desktop.

Note

Your logo should be less than 1 MB in size and the accepted formats are .jpeg, jpg, and .png.
Click the Address button, then complete the following fields in the billing and communication address.
- Address Line 1
- Address Line 2
- City
- State
- Country
- Pincode
Note

You can mark the billing address as the communication address.
Click the Contact button, then select any of the following from the drop-down menu.
- Commercial Contact
- Legal Contact
- Business Contact
- Technical Contact
To add any contact from the above list:
1. Click Add.
  The contact details form opens.
2. Fill in the following details:
  - Your Name
  - Designation
  - Email and Phone number with country code
3. Click Save.
  Your contact details will be saved.
Note

You can add a maximum of 3 contact types for your enterprise.
Click the Business Proof Document button.

a. Select Business Type from the following
- Government Entity
- Individual
- Limited Liability Partnership
- Partnership Firm
- Private Limited
- Public Limited
- Sole Proprietorship
- Trust, Association, Society & Club (TASC)
b. Select Type of Document from the following
- Tax Deduction Account Number: A ten-digit alphanumeric number. The first 4 components of the TAN are alphabets, the next 5 are numbers and the last is an alphabet.
- GST Identification Number: A 15-character long alpha-numeric code. The first character should be a digit from 0 to 9 followed by the PAN of the taxpayer (10 characters long) then end with a digit or an alphabet (case-sensitive).
- Company Identification Number: A 21-digit alpha-numeric code issued to companies incorporated within the country.
- Business PAN: A ten-character long alpha-numeric code, first 5 letters should be uppercase alphabets followed by digits 0 to 9 then followed by an uppercase alphabet.
c. Click Add.
- Enter the corresponding unique Identifier in the field based on the type of document.
- Upload the respective document based on the type of document.
Note

Upload file size should be less than 1 MB and accepted formats are .pdf, .jpg, .jpeg.
Click the Partnership Document button and select the Type of Document for initiating a partnership from the following options.

a. Partnership Agreement: A formal contract between two or more parties who wish to manage and operate a business together with the goal of making a profit.

b. Others: Other documents include a typical contract document.

Note

The partnership document should be less than 5 MB and in .pdf format.
Click the Preferences button.
A form appears.

a. Select an appropriate time zone from the drop-down menu.

b. Select your desired currency from the drop-down menu.

c. Select your desired language from the drop-down menu.
Click Create.
Your business information will be saved.

Update Business Info$

Required Roles:

Admin/Super Admin

EnterpriseAggregator

To update your business info,

Login to the Wisely platform using a valid username and password.
Click Settings on the left menu.
Under the Account details module, click Business Info.
The business info page opens.
Click Update Business Info at the top right corner.
The Update Business Profile form opens.
Modify your business details, such as

a. Billing Type

b. Corporate Logo

c. Channels

d. Address

e. Contact Details

f. Business Proof Documents

g. Preferences
Click Update.
Your modifications will be saved.

To update your business info,

Login to the Aggregator platform using a valid username and password.
Click Settings on the left menu.
Under the Account details module, click Business Info.
The business info page opens.
Click Update Business Info at the top right corner.
The Update Business Profile form opens.
Modify your business details, such as

a. Billing Type

b. Corporate Logo

c. Channels

d. Address

e. Contact Details

f. Partnership Documents

g. Business Proof Documents

h. Preferences
Click Update.
Your modifications will be saved.

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