Workflow Builder
Build unique verification flows with fully automated decision-making processes.
Workflow Builder is a comprehensive orchestration solution for building visual verification flows code-free. It simplifies and speeds up the process of creating custom verification logic, allowing you to work with clients from multiple countries, staying compliant and keeping conversion high.
Easily tailor and run applicant onboarding flows with our intuitive no-code engine in the Dashboard.
How Workflow Builder works
The entire visualization is based on a set of nodes that are placed upon the canvas and tied up among each other in the right sequence. You can build flows consisting of the following nodes:
| Node | Description |
|---|---|
| Level step | Automatically switch between different verification levels based on specific scenarios and events, such as different countries, risk levels, email or phone scoring, and many more. |
| Condition | Define conditions to determine when particular verification levels should be triggered. |
| Action | Automatically assign applicants a risk level, apply tags, and add notes based on specific conditions. |
| Review step | Configure rules to block applicants automatically or assign them for manual review. |
Note
- You can manage verification flows on your own or request a ready-made flow setup by contacting your Customer Success Manager or our support team. Once configured, the established flow with the adjusted settings becomes available in the Dashboard and is ready for use.
- Verification level steps that include Selfie with a document, Web camera photo, or Video ident will be run on WebSDK 1.0 regardless of the selected SDK version.
No code
Updated about 2 months ago