Workflow Builder
Automate your Business verification with Workflow Builder
Follow this interactive guide to streamline your Business verification.
- Select a chapter on the right to start the guide.
- Use the Checklist below to track and apply your learnings.
- Click links to open detailed documentation.
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CHAPTERS
01. Workflows in KYB
Workflow Builder & its use in Auto and Full KYB
- What Workflow Builder is
- And how it simplifies your Business verification
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02. Types of Workflows
Your workflows: active, test, and example
- Learn to navigate the Sumsub Workflow Builder
- And understand what types of workflows there are
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03. Building workflows
Building a new workflow
- Explore the workflow components
- And build a flow routing specific users from AutoKYB to Full KYB
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04. Condition logic
Condition logic: Deep dive
- Understand condition variables
- And build clear workflow branches
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05. Your user’s POV
Test your workflow & check how it looks like for your users
- How to make sure the logic is correct
- And your users' experience is seamless
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06. Editing provided workflows
Editing provided workflows
- Explore our ready-made workflow scenarios
- And learn to adjust them to meet your needs
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07. Workflow’s performance
Reviewing workflow’s performance
- Where to find the workflow path in applicant's profile
- And how to interpret this information
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Go back to KYB home
TipWatch live demos and ask your questions in our product webinars.
Updated 3 months ago
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