Summy AI Level Builder

Set up verification levels in a single step with Summy AI Copilot.

Level Builder is an LLM-based level configuration tool built into Summy AI. Describe your requirements in plain language, and Summy generates complete verification workflows or individual levels.

Level Builder is available to all Dashboard users at no additional cost and requires no configuration. Open Summy AI, enter a prompt, and get a ready-to-use verification flow in seconds.

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Note

  • You cannot create or edit Applicant action levels.
  • You cannot edit verification levels created more than 24 hours ago.
  • Verification levels created with AI require human review to minimize errors before use.

Create verification levels with Summy AI

To add a new verification level with Summy AI Level Builder:

  1. In the Dashboard, navigate to Summy AI Copilot.
  2. Select the + icon in the message composer and click Verification level builder.
  3. Enter a creation request with all relevant details. For example: "Create an identity verification level for European countries."
  4. Wait a few seconds for Summy's reply, which includes a brief description and a link to the created level. For workflow requests, the reply also shows an Open workflow builder button that opens the workflow builder Test page.

Edit verification levels with Summy AI

You can also edit existing verification levels with Summy AI Level Builder.

To update a verification level:

  1. In the Dashboard, navigate to Summy AI Copilot.
  2. Select the + icon in the message composer and click Verification level builder.
  3. Enter the name of the verification level and describe the required changes. For example: "Exclude country X from verification level X.".
  4. Wait for a reply confirming the applied changes, with a link to the updated verification level.
  5. (Optional) Click Edit level to review the level settings and make further adjustments.

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