Creating a Regulatory Bundle for a Registered Business

Instructions for Regulatory Bundle
  1. Start by selecting 'Settings' located on the left-hand side of the GenieAI screen.
  2. Scroll down the options listed until you locate 'Phone Numbers'; click on it.
  3. Once you've clicked, there should be more options across the top of the screen and click on 'Regulatory Bundle and Address Bundle'.
  4. Click on the "Create" button and select "Regulatory Bundle".
  5. Choose the country of operation (e.g., UK) and business type (registered business).
  6. Choose the type of number to use (local, mobile, toll-free). Note that a separate Regulatory Bundle is needed for each type of number.
  7. Click the ‘Next’ button and you should see a form.
  8. Fill in the required fields:
    • Business name needs to be identical to as shown on your business documents (or Gov Companies house if you’re a UK registered business).
    • Registration authority - authority that issued your business registration number.
    • Registration number - identical as shown on your business documents.
    • Business website - the URL needs to include https://
    • Authorised Representative's Name - can be the same as the authorised representative details in the ‘Business Profile’ section.
    • Authorised Representatives Phone Number - needs to have the country code (+44).
    • Authorised Representative's Email - can be the same as the authorised representative details in the ‘Business Profile’ section.
    • Use "N/A" in the comment section and proceed to the next step.
  9. You will need to upload two documents:
  10. Once you’ve uploaded the documents, complete the process by pressing the ‘Submit’ button.
  11. You will now see that the Regulatory Bundle you’ve created is ‘Under-review’.
  12. This process can take up to 1-2 days to validate. If it takes any longer, please raise a support ticket for the team's help.