Design the journey. Ship it the same day.
Compose onboarding flows visually from a library of ready-made steps, collect exactly the data you need, and deliver a branded, magic-link journey — all without an engineering ticket.
Drag steps onto a canvas. That's the build.
A START → steps → END canvas with a step library grouped into Onboarding, Identity, Compliance and Decision. Over 20 ready-made blocks, each configurable.
Steps
KYC Check
Manual review
Identity provider
Passport · Selfie
Onboarding
- Welcome
- Registration
- Mobile OTP
- Email Verification
- Terms & Consent
- Document Upload
Identity
- KYC Check
- KYB (Business)
- Directors & UBOs
- Liveness Check
- Address Verify
- Bank Account Verify
Compliance
- AML Screening
- PEP Screening
- Sanctions Check
- Questionnaire
- Risk Assessment
- Compliance Review
Decision
- Auto Approval
- Manual Review
- Auto Rejection
- CRM Push
Configure a step without touching code.
Required or optional
Toggle whether each step must complete before the applicant can move on.
On-failure handling
Choose what happens when a step fails: retry (3×), auto-reject, send to manual review, or skip.
Linked forms & documents
Attach a form to collect data, and a document checklist from a canonical set (passport, proof of address, incorporation cert, source of funds…).
Branching conditions
Field / operator / value rules that skip a step, make it required, auto-reject, send to review, or jump to another step.
Form Builder
Collect exactly the data you need.
A three-panel builder — field types, canvas and properties. Add validation (min/max length, regex), edit options, and show or hide fields conditionally. Export the form as a JSON schema.
Basic
- Text
- Number
- Phone
- Date
- Long Text
Selection
- Dropdown
- Multi Select
- Radio Buttons
- Checkbox
Advanced
- File Upload
- Signature
- Address Lookup
Business onboarding (KYB)
Verify the company and everyone behind it.
Look up a company, capture its directors, UBOs, shareholders and secretary, and run per-officer KYC — resending invites where an individual needs to complete their own verification.
One journey, every channel.
Send a branded, magic-link journey wherever your applicants are. The hosted portal runs every step — from OTP and documents to liveness — and the link expires in 72 hours.
Email & SMS
Send the journey link straight to the applicant.
Reach applicants on the channel they already use.
Copy link
Drop a magic link anywhere — portal, chat or your own app.
Mobile SDK
Embed the hosted journey in iOS and Android apps.
Versioned & safe
Journeys move draft → active, publish into immutable version snapshots, and clone in a click — so you can iterate without breaking what's live.
Start from a template
Spin up common journeys and tailor them to individuals or businesses.
Build your first journey with us.
We'll design a live onboarding flow for your product on the call.