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
Why join?
- Ask your questions live
- Learn practical, real-life techniques
- Avoid common workflow mistakes
- Get a certificate for attending
This session is part of our webinar series for customers beginning their journey with Sumsub
