Getting started

Prerequisites to create no-code configurations.

To start using No-code configurations, follow these steps to ensure a smooth setup and deployment:

Ensure you have the right permissions

Before using No-code configurations, make sure you have the necessary access:

• This feature is only available for the Administrator role. (Refer to the User roles overview for more details.)

• If you don’t have the required permissions, contact your system administrator or reach out to our support team for assistance.

• If you are an Administrator but the + New configuration button is unavailable, your account may be on a trial plan. In this case, please contact us to enable full access.

Navigate to the configurations section

• Log in to your dashboard and go to Settings in the navigation menu. Locate and click on the Configurations section.

• Click on + New configuration to start building your workflow.

• If this is your first time using the feature, review the interface and available options. You can create unlimited configurations—this feature is free to use on all paid plans.

Choose a verification type

Before selecting individual steps, choose the verification type for your workflow:

• KYC (Know Your Customer) – Designed for verifying individual users. Supports personal identity documents, liveness checks, video calls, and other individual-focused verification steps.

• KYB (Know Your Business) – Designed for verifying legal entities and organizations. Enables business document verification and related checks specific to companies and their representatives.

The selected verification type determines which steps are available in the workflow.

Review available verification steps

Explore the verification steps available for your workflow, including:

• ID verification – Users submit identification documents for validation.

• Liveness check – Ensures the user is present and real during verification.

• Video call – Conducts live video-based verification sessions.

• Proof of Address – Includes verification of proof of address and analysis of other document types.

Create your first configuration

• Finalize your flow by dragging and dropping or selecting the necessary verification steps.

• Define key settings to match your verification requirements, such as:

  • Required document types (e.g., passport, ID card, driver’s license)

  • Liveness retry limits to control the number of user attempts

  • Redirect URLs after successful or failed verification

  • Allowed document countries to specify accepted regions

• Once all settings are in place, save your configuration to make it available for use.

Test before going live

• Run sample test sessions from the dashboard to validate the workflow's behavior. You can create a test session by selecting your configuration and clicking Generate link.

• Check for:

  • Proper step execution and flow

  • Accurate verification results

  • Expected redirections and notifications

• Make necessary adjustments based on test results.

Deploy and monitor

• Once your configuration is finalized, deploy it by:

  • Creating a new session from the dashboard

  • Using the Configuration ID in API requests

    • Your Configuration ID is available on the configuration detail page.

  • Sharing the Public URL for end-user access

• Once deployed, monitor verification results and session statuses from the Dashboard.