Overview

Design, test, run, and manage identity verification journeys with a visual, drag-and-drop Workflow Builder, no backend development required.

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Workflows define the structured sequence of steps a user follows during identity verification, letting organizations design tailored verification journeys. A journey can include welcome screens, consent forms, document capture, selfie and liveness checks, and authenticity validations.

The Workflow Builder makes designing those journeys simple and intuitive: a visual, drag-and-drop interface where administrators build and customize workflows directly from the admin platform. It pairs a Node Library of predefined steps with a Canvas for arranging and connecting them, plus a workflow header to name, save, preview, and configure each workflow. The result is seamless, compliant, and flexible verification experiences built without backend dependencies.

Key capabilities

Capability	What it does
No code workflow creation	Build workflows by dragging and dropping nodes from the Node Library onto the canvas.
Flexible flow design	Connect nodes with handlers and edges to define sequential or conditional paths.
Node configuration	Configure each node's elements, transitions, and settings through the Node Editor.
Workflow preview	Simulate the user journey directly from the UI before deploying.
Workflow import	Import existing workflows via JSON to replicate or migrate across environments.
Branding customization	Customize header content, footer content, and global CSS.

Core concepts

The Workflow Builder is a visual canvas for designing verification journeys. You add nodes from the left panel and configure each one as part of the flow. The interface has five primary areas plus the connectors that join nodes.

Area	Purpose
Node Library	All available workflow components, grouped by category (Pages, Verification steps, Failed Verification handlers, Utilities). Drag nodes onto the canvas.
Connection Guide	Visual reference for the handler types used to connect nodes.
Canvas	The workspace where nodes are arranged and connected to define sequential steps and conditional branches.
Node Editor	Configure the selected node's properties, settings, and elements.
Workflow Header	Name and edit the workflow, save, preview, and open additional settings.

Two elements connect the flow:

• Connectors — Dotted lines that represent the transition from one step to the next.
• Handlers — Connection points (dots) on each node that define outcomes or paths (for example, Success, Failure, or Error) and connect to subsequent nodes.

Connection guide

The Connection Guide is a visual reference for the handler types that connect nodes. Handlers define how a workflow transitions based on user actions or verification outcomes.

Handler	Description
Input	Indicates the incoming connection to a node.
On Next / On Success	Represents the transition when a step completes successfully.
On Check Resolution Fail	Triggered when the device camera resolution does not meet the requirement.
On Fail	Represents the path followed when verification fails.
On Error	Triggered when a system or processing error occurs.
Default	The default transition when no specific condition is defined.
Disabled	An inactive handler that cannot be used.

Example workflow

A typical verification journey connects a consent/instructions page to document and selfie capture, then routes to an outcome screen based on the result.

This diagram is an illustrative example using real Workflow Builder nodes and handlers. Your actual journeys can be simpler or more complex, including components.