Pakati Connect

Pakati

About this app

Digital Agent Onboarding
Capture agent information, upload required identity documents, and collect consent for police clearance; all in one guided digital flow.

Integrated LMS & Assessments
Assign training modules per product. Agents must complete courses and pass assessments before the system permits them to make a single sale.

Sign on Glass
Agents sign their employment or contractor agreements digitally within the app. No paper, no chasing, no gaps in the audit trail.

FSCA Registration
For financial service products, Pakati Connect automatically registers the agent with the FSCA; keeping your organisation fully compliant from day one.

Offline-First Mobile App
Field agents work in shopping malls, rural areas, and anywhere in between. The app captures every sale reliably and syncs automatically when connectivity returns.

Facial Recognition Login
Only the FSCA-approved, registered agent can log in. Facial recognition at login prevents friends or colleagues from selling under another agent's credentials.

Real-Time Sales Integrations
During the sales process, trigger OTP verification of the customer's phone number, AVS bank account verification, credit checks, and more; mid-flow, without leaving the app.

Geo-Locking & Time Restrictions
Lock agents to approved geographic zones and permitted selling hours. The system enforces these rules automatically; no manual policing required.

SMS, WhatsApp & Email
Send OTPs, confirmations, policy documents, and follow-ups via SMS, WhatsApp, and email; all integrated directly into the sales and compliance workflow.

Full Conversation Recording
Every sale is recorded from start to finish; pitch, disclosure, consent, signing. The recording is the evidence your compliance team and the FSCA can rely on.

Agent Ratings via QR Code
After every sale, the client scans a QR code on their own phone to rate the experience. Supervisors scan the same code and are presented with a separate set of structured performance and compliance questions. Both feed into the agent's profile automatically.

What’s new

General UI and layout improvements.
Improvements to login tracking.
General security and performance enhancements.