KYC Getting Started – Workflow Builder

Learn how to create, test, and customize workflows that make your KYC process faster, clearer, and more consistent

Here’s what we'll cover in our 30-minutes Session:

• What workflows are and how to use them effectively
• Workflow modes: Active, Test & Example
• Building a workflow from scratch with conditions for manual review
• Editing templated workflows to assign tags or adapt logic
• How to use Client List effectively

This session is part of our webinar series for customers beginning their journey with Sumsub