Sending an onboarding link directly via dashboard

Last updated: January 10, 2025

AiPrise offers the ability to generate a standalone verification link for your Know Your Customer (KYC & KYB) flow. This feature allows you to send users a direct link to complete the KYC process outside of the embedded widget, which can be useful for scenarios such as verifying users before making changes to their personal data.

Generating the Verification Link

To generate a standalone verification link:

  1. Log in to your AiPrise dashboard

  2. Navigate to the Template Page to view the template you want to use that support client UI

  3. Look for the "Generate Verification Session Link" button (screenshot below)

  4. Click the button to create a unique verification link and cop

Screenshot 2025-01-10 at 1.19.37 PM.png


Using the Verification Link

Once generated, you can send this link directly to users who need to complete the KYC process. When the user clicks on the link, they will be taken through onboarding SDK that you have configured on the template and the session will be generated accordingly.

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