> For the complete documentation index, see [llms.txt](https://docs.1kosmos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.1kosmos.com/workflow-builder/build-a-workflow.md).

# Build a Workflow

Build an identity verification workflow end to end on the canvas — add nodes, connect them, configure settings, preview, and save.

***

## Overview

The Workflow Builder lets administrators create identity verification workflows using a visual drag-and-drop interface. For background on the interface and concepts, see the[ Workflow Builder overview.](/workflow-builder/overview.md)

Community administrators can build workflows end to end on the canvas.

{% stepper %}
{% step %}

#### Open Workflow Builder

Log in to your tenant as a community administrator, navigate to the **Workflows** menu, and click **Create new**.&#x20;

The **Create Workflow** dialog appears, letting you start with a pre-built template or build from scratch.

* **Use a template** — Browse the catalog of ready-made workflow templates (for example, **ID Document Verification** or **SSPR via ID Verification**), or use the search bar to find one by keyword. Click **Use Template** on a card to load it.
  * If a Workflow Copilot agent is configured for your community, **Use Template** opens the Copilot assistant pre-primed with the selected template. Keep chatting with the assistant to refine the workflow before it renders on the canvas.
  * If no agent is configured, the selected template is loaded directly onto the canvas.
* **Start from scratch** — Click **Create new** on the "Start from scratch" card to open a blank canvas, as in previous releases.

The Workflow Builder page appears with your chosen starting point.
{% endstep %}

{% step %}

#### Add nodes

Click the **+** icon within the Canvas to display the Node Library, then click a node (such as Form, Photo ID, or Selfie Capture). The node appears on the Canvas. For all available nodes, see the [Node Library Reference.](/workflow-builder/node-library.md)
{% endstep %}

{% step %}

#### Connect nodes

Hover over a node's handler (dot) until the **+** icon appears, then click and drag from the handler to another node to create an edge (connection). This defines the workflow sequence.&#x20;
{% endstep %}

{% step %}

#### Configure nodes in node editor

Select a node on the Canvas to open its **Node Editor** modal, then update its content and settings.
{% endstep %}

{% step %}

#### Configure workflow settings

Click the three-dot menu (⋯) in the Workflow header to open **Workflow Settings**, then configure options such as:

* Wallet enablement
* Direct Access Code generation
* Verification Journey selection (required for Photo ID and Selfie Capture nodes — see [Associate a Verification Journey](/identity-verification/core-concepts/verification-flow.md))&#x20;
  {% endstep %}

{% step %}

#### Preview the workflow

Click **Preview** to simulate the verification journey. See [Preview and test. ](/workflow-builder/customize-preview-and-save.md)
{% endstep %}

{% step %}

#### Save the workflow

Enter a workflow name in the header and click **Save**.
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.1kosmos.com/workflow-builder/build-a-workflow.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
