Skip to main content

Introduction

There are multiple ways to integrate your onboarding flow to give your users a seamless verification process. All of the options described here require little to no code and even the least technical clients will be able to integrate their onboarding processes easily. Let’s take a look at the options that Incode provides in further detail.

This is the most simple and straightforward option to integrate. Inside Incode Omni, you can simply click on the link icon to the right of your flow and send it to your users. You can send them the link in any way you choose, for example via email or SMS:

Copy Flow Link

Your end users will then simply click on the link and be sent directly to your verification/authentication flow.

Send an SMS​

Clients can also send an SMS to their users which will have a link to their onboarding flow. The difference with this integration option is that the link will have a 15 minute expiration window. If the user does not complete the onboarding within 15 minutes, the link will expire, and the user will not be able to onboard. This is another no-code solution to integration.

Copy Flow Link

iframe Integration​

With the iframe integration option, onboarding can be embedded within an application or website. Incode will host the onboarding and generate the code needed for it. The code provided by Incode can contain a URL with a parameter called externalId, which is a unique customer identifier. This is another convenient way to integrate since the client will only need to copy and paste the Incode-generated code into their web application.

<iframe
    title="onboarding"
    src="INCODE_HOSTED_URL"
    allowusermedia
    allow="geolocation; microphone; camera;"
    style="position: absolute; top: 0; left: 0; right: 0;bottom: 0; height: 100%; width: 100%;"
  >
</iframe>

3-step Low Code API Integration​

Finally, Incode offers its clients the option to integrate via the API in three steps. This option requires only a little coding on the client’s part and will also give the client the ability to customize the look and feel of the onboarding for the end user.

Integration Steps​

  1. Start onboarding – This will return a token that is used in the X-Incode-Hardware-Id in future API calls for that session.
  2. Fetch onboarding URL – This API will give the link to distribute to users.
  3. Listen for webhooks – Wait for a webhook that has the onboardingStatus equal to ONBOARDING_FINISHED. This indicates the user completed the flow and then you can fetch scores, fetch OCR, and fetch images as mentioned above. If you do not receive the ONBOARDING_FINISHED status within your specified amount of time, then it is considered a drop-off.