Build a Workflow

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

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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.

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

1

Open Workflow Builder

Log in to your tenant as a community administrator, navigate to the Workflows menu, and click Create new.

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.

2

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.

3

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.

4

Configure nodes in node editor

Select a node on the Canvas to open its Node Editor modal, then update its content and settings.

5

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)

6

Preview the workflow

Click Preview to simulate the verification journey. See Preview and test.

7

Save the workflow

Enter a workflow name in the header and click Save.