Workflows

Estimated reading time: less than 1 minute

Workflows provide access to workflow execution results and verification details.

Each workflow processes user data through a sequence of verification steps (e.g. identity, age check, document validation) and produces a structured output that can be consumed by your system.

🎯 Introduction

This section covers how workflows are structured, how to interpret their outputs, and how to retrieve results for integration into your system.

⚙️ Workflow Overview

After you complete the onboarding survey (business type, verification needs, expected volume, etc.), the Workflows page opens with a "Recommended for your setup" section – up to three templates that best match your answers.

Unlike before, the workflow list itself starts empty. There is no default workflow anymore – every workflow you see in the list is one you (or your team) explicitly created and published.

Click "Use this" on any recommended card. This takes you straight into the workflow canvas with that template pre-filled, so you can review and adjust every step to match your needs.

The workflow only appears in your Workflows list once you click Publish Changes on the canvas. Until then, it's just a draft you're editing – nothing is created or activated yet.

Creating a new workflow

Click "+ Create Workflow" to open the Choose a workflow modal:

From here you can either:

OptionResult
Pick any template card and click "Use this"Opens the canvas with that template pre-filled
Click the blank "Create Workflow" cardOpens an empty canvas with just a Start node
Click "Learn more" on any cardJumps to that template's detailed guide (see Pre-built Workflow Templates)

🤖 Build a workflow with AI

New feature: instead of dragging nodes manually, you can describe the verification flow you want in plain language and let the assistant build it for you.

Click "Build With AI" in the canvas toolbar to open the panel:

Try prompts like:

  • "Create an eKYC workflow with ID document scan and liveness check"
  • "Verify the user is over 21 and email me the results"
  • "Add a watchlist screening after the personal info step"

If something is missing (a destination email, a webhook URL, a minimum age, etc.), the assistant asks a follow-up question before building. Once it has enough information, it applies the workflow directly to the canvas:

You can keep chatting to refine it further (e.g. "send the data to my backend via HTTP webhook instead"), then click Publish when you're happy with the result, or Not Now to keep editing manually.

Here is the demo how to use the AI builder:

Import / Export as JSON

Every workflow can be exported to a JSON file and imported again later – useful for backing up a configuration, moving it between Sandbox and Production, or sharing it with another teammate or organization.

ButtonDescription
Import JSONUpload a previously exported workflow JSON file to recreate it on the canvas
Export JSONDownload the current workflow as a JSON file
RevertDiscard unpublished changes and reload the last published version
Publish ChangesSave and activate the workflow – this is also what makes it appear in your Workflows list

Custom banner & message for your end users

Click the gear (⚙) icon next to the workflow name to configure a custom banner or message shown to your end users during the data-sharing flow – one message before they start sharing (e.g. explaining what will be requested and why) and one after they finish (e.g. a thank-you or next-steps note).

Once published, workflows show up in your list with their live status:

End-to-end sharing flow

Once a workflow is published, the way your end users interact with it – and the way you receive their data – hasn't changed:

Step 1
Step 2
→
Step 3
→
Step 4

🔧 Workflow Actions

Each workflow row includes an action menu with the following options:

ActionDescription
✏️ EditModify and customize the workflow using the visual editor. Configure verification steps, logic (IF/ELSE), and delivery methods such as HTTP, email, or Google Drive.
🕐 HistoryView the history of successful data shares for each run of this workflow – who shared, when, and the result of each execution.
📄 DuplicateCreate a copy of an existing workflow to reuse its structure and adapt it for new use cases.
📌 PinMark important workflows for quick access.
⛔ DeactivateTemporarily disable a workflow without deleting it.
▶️ Run WorkflowOpens the live web app where the workflow is hosted, so you can try your own configured flow exactly as your end users would.
🗑 DeletePermanently remove a workflow.

The editor supports drag-and-drop workflow design with configurable nodes such as capture, verification, logic, and delivery.

🧩 Pre-built Workflow Templates

Why This Matters

Pre-built workflow templates enable you to quickly set up and test verification flows without building from scratch.

They allow you to:

  • Launch verification flows in minutes
  • Test end-to-end scenarios via QR code
  • Receive structured results via HTTP (webhook), email, or Google Drive
  • Understand how verification steps, logic, and outputs are connected

These templates also serve as a foundation for further customization based on your business requirements. Clicking "Learn more" on any template card in the web app takes you directly to its section below.

There are currently 9 pre-built templates:

#TemplateSummary
1Age VerificationBlock users under a minimum age
2eKYC BasicGovernment ID verification only
3eKYC Basic + AddressID + proof of address
4eKYC + SelfieID + selfie liveness check
5eKYC + Age Verification (legacy eKYC Low)ID + selfie + age gate
6eKYC + PEP + AML + SelfieFull compliance check for regulated finance
7eKYC + Age Verification + Address + Watchlists (eKYC Medium)Most comprehensive KYC flow
8eKYC Exchange + Watchlists + SelfieBuilt for crypto exchanges (NFC passport + AML/sanctions)
9eKYC + Mobile 2FA + SelfieID + selfie + SMS OTP phone verification

1. Age Verification

Explanation: Automatically block users who don't meet your minimum age requirement. Simple, fast, and configurable to any age threshold.

  • Age verification: configurable minimum age (e.g. Age ≥ 18)

2. eKYC Basic

Explanation: Verify government-issued IDs – including passports, national ID cards, and driver's licenses – with automated checks across 193+ countries. Best for low-friction onboarding where speed matters.

  • Identity document: Government IDs
  • Personal Information: First Name, Last Name, Email (required)

3. eKYC Basic + Address

Explanation: Verify government IDs and confirm where your users live with proof of address. Ideal when location verification is required alongside identity.

  • Identity document: Government IDs
  • Personal Information: First Name, Last Name, Email, Address
  • Other Identification Documents: Proof of Address

4. eKYC + Selfie

Explanation: Verify a government ID and confirm it belongs to the right person with a selfie liveness check. Reduces fraud while keeping the user experience smooth.

  • Identity document: Government IDs
  • Personal Information: First Name, Last Name, Email
  • Require a liveness check

5. eKYC + Age Verification (legacy eKYC Low)

Explanation: Verify identity with a government ID and selfie, and automatically decline anyone under 18. The go-to workflow for platforms with age restrictions.

  • Identity document: number, photo, expiry date (Passport or Driving Licence)
  • Personal Information: Full name, Date of birth, Age, Country
  • Age Verification: Age ≥ 18
  • Add-ons: PEP check

6. eKYC + PEP + AML + Selfie

Explanation: Full compliance check: verify identity with ID and selfie, then screen users against global AML and PEP watchlists. Built for regulated financial services.

  • Identity document: Government ID
  • Personal Information: First Name, Last Name, Email, Address
  • Add-ons:
    • AML check
    • PEP check
  • Require a liveness check

7. eKYC + Age Verification + Address + Watchlists (eKYC Medium)

Explanation: The most comprehensive KYC flow: identity, age gate, proof of address, and global watchlist screening. Designed for financial platforms with strict compliance requirements.

  • 1st Identity document: Passport – number, photo, expiry date
  • 2nd Identity document: ID or Driving Licence – number, photo, expiry date
  • Age Verification: Age ≥ 18
  • Other Identification Documents: Proof of Address – issue date, photo, within 3 months
  • Add-ons: PEP check

8. eKYC Exchange + Watchlists + Selfie

Explanation: Built for crypto exchanges: verify identity with NFC passport and secondary ID, selfie liveness check, and screen users against AML, sanctions, and crypto-specific watchlists.

  • 1st Identity document – Passport NFC
  • 2nd Identity document – ID or Driving Licence
  • Age verification: exact value ~ Date of Birth
  • Personal Information: First name, Last name, Email, Nationality, Gender, Address
  • Custom value questions, e.g.:
    • What is your contact address in Thailand?
    • What is your occupation?
    • What is your company name?
    • What is your company address?
  • Add-ons:
    • AML check
    • Sanctions check
  • Require a liveness check of users before they share information

9. eKYC + Mobile 2FA + Selfie

Explanation: Verify identity with a government ID and selfie, then confirm the user owns their phone number via SMS OTP. Adds an extra layer of trust for onboarding flows.

  • Identity document: Government ID
  • Personal Information: Email address, Phone number (verified), Country, First name, Last name, Photo, Nationality, Place of birth, Gender, Address
  • Require a liveness check

This template is coming soon

Sample walkthrough – Age Verification workflow

This workflow validates whether a user meets a minimum age requirement.

To receive verification results via HTTP (webhook), configure the delivery step:

  1. Open the Age Verification workflow (from a template or your published list) and click Edit
  2. Open the Workflow Editor
  3. Select the Delivery HTTP component
  4. Enter your webhook URL – this is where results will be sent

Once configured:

  • A conditional check evaluates the result
    • If passed → data is delivered to your webhook endpoint
    • If failed → the workflow is rejected
Click on Delivery HTTP component
→
Input a URL to receive the output

Click the Delivery HTTP node to configure your endpoint for receiving verification results.

For a complete end-to-end walkthrough, including QR code scanning, refer to the demo video.

📡 Querying Workflow Results

Verification results can be delivered wherever fits your integration best:

Delivery methodDescription
URL (API webhook)Results are POSTed as JSON to a URL you configure. You can also generate a signature signing token and optionally enable OAuth authentication (Client ID + Secret) to authenticate outgoing requests.
EmailResults are emailed directly. Fully customizable – subject line, email body/content, and CC / BCC recipients.
Google DriveResults (and any submitted documents) are auto-uploaded to a folder you choose.

A typical API response includes:

  • Workflow status (passed / failed)
  • Step-level outputs
  • Metadata (timestamps, inputs, verification results)

These results can be used to:

  • Drive business decisions
  • Trigger downstream processes
  • Store verification records