Why Upgrade to Pro?
Step-by-Step Upgrade Guide
1
Open the Upgrade to Pro Drawer
In your workspace dashboard, click the Upgrade to Pro button in the left sidebar navigation panel.
2
Select Your Virtual Phone Number & Credits
- Choose a Telephone Number: Browse the live list of available virtual numbers and select the one you want for your business.
- Choose Call Credits: Select a prepaid call credit preset or enter a custom amount for your outbound and inbound voice calls.
- Telephony Line: Includes your monthly virtual line subscription.
- Click Continue to Documents.
3
Upload Mandatory KYC Documents
Telecommunications regulations require business identity verification before virtual numbers are activated. Upload the following documents:
- Registration / Incorporation Certificate: Certificate of incorporation, MSME / Udyam registration, or partnership deed (PDF, PNG, or JPG).
- GST Certificate: Official GST registration certificate for your business entity.
4
Review Summary & Complete Payment
Review your transparent cost breakdown:
- Call Credits (100% usable for outbound & inbound minutes)
- Telephony Line Subscription
- Applicable Taxes (GST)
- Total Payable
5
Verification & Automatic Activation
Once payment and documents are submitted:
- Your upgrade request status will update to Under KYC Review.
- The Trikon compliance team verifies your uploaded documents and provisions your chosen phone line.
- Your workspace is upgraded to Pro, and your dedicated telephone line is automatically linked to your AI Voice Bots!
Frequently Asked Questions
How long does KYC verification take?
How long does KYC verification take?
KYC document verification is typically processed within 1 to 4 business hours. Once approved, your phone number and Pro plan are activated automatically.
Will I lose any existing bots or leads when upgrading?
Will I lose any existing bots or leads when upgrading?
No. All your existing AI voice bots, system prompts, knowledge bases, CRM leads, and call histories remain 100% intact.
Can I change my requested phone number after submitting?
Can I change my requested phone number after submitting?
If you need to change your chosen number before approval, contact support through the dashboard or reach out to your Trikon Voice account manager.
How do call credits work?
How do call credits work?
Call credits are prepaid and deducted as your AI bots make and receive real calls. You can top up additional credits at any time from Settings > Phone Numbers.
