Workflow Builder is a comprehensive orchestration tool for building visual flows for user and business verification. 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.
With this tool, you can:
- Set up complicated flows without coding.
- Speed up your checks by having a trigger for auto-decline, switching between verification levels, and delegation.
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. Setting the order allows you to build multifaceted flows with no-code.
You can build flows consisting of the following nodes:
|Level step node||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.|
|Conditional node||Define conditions to determine when particular verification levels should be triggered.|
|Action node||Automatically assign applicants a risk level, apply tags, and add notes based on specific conditions.|
|Terminal step||Configure rules to automatically block applicants or assign them for manual review.|
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 adjusted settings becomes available in the Dashboard and is ready for use.
Updated 5 days ago