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A workflow is a reusable onboarding flow. The list shows each workflow’s app, status (Published or Draft), session count, estimated cost, and creation date. Select + Create Flow to start a new one — from a pre-built template (Lending, Crypto, Digital Biz, BNPL) or from scratch. A second tab, Verification links, tracks individual links you’ve shared. The EasyOnboard workflows list
A workflow is tied to an app — its branding and verification data run under that app’s keys. Pick the app when you create the flow. See Apps for how apps work.

The workflow builder

Open a workflow to edit it in the builder — a two-panel view with a live phone preview on the right, so you see exactly what users will. Work is organised across five tabs: Appearance, Steps, Fraud Check, Settings, and Integration. Save your work as a Draft and Publish when it’s ready. The EasyOnboard workflow builder showing steps and a live preview

Appearance

Brands the widget so it matches your product. Settings here drive the live preview.

Steps

The verification steps in the flow, in order. Add them from a catalogue: Each step shows its own cost, and the builder totals an estimated cost per verification as you go.

Fraud Check

Under Fraud Rules you switch on checks that watch for suspicious activity as a user goes through the flow. Each rule is toggled on or off, and you choose what happens when it triggers — Pending (flag the session for your review) or Fail (reject it automatically).

Settings

Controls how verifications are reviewed, who’s notified, and where the flow runs:

Integration

How you take the flow live. Once a workflow is published, the Integration tab gives you a Shareable Link — a hosted verification page you can send straight to users — plus a link to the SDK & API reference for embedding the same flow in your own web or mobile product. The EasyOnboard integration tab with a shareable link and SDK docs