Workflow Builder
Overview
The Workflow Builder is a visual tool on the HV One Platform for creating and managing onboarding workflows. A workflow is a set of modules combined with conditions that clients use to onboard their customers.
- Modules are blocks that perform one specific activity (e.g., selfie capture, ID card validation)
- Conditions help branch a workflow (e.g., if selfie passes → face match, otherwise → decline)
This page contains ~15 video walkthroughs covering every aspect of the Workflow Builder. Videos are pending migration — see the original Notion page for all video content.
Getting Started
Login and Create a Workflow
- Log in at https://beta.dashboard.hyperverge.co/
- Click on the Workflows tab to see the list of workflows
- From here you can: search workflows, copy workflow IDs, rename workflows, import workflow configs, or create new workflows
Video: Login and Create Workflow Walkthrough — pending migration
If you don't have credentials, raise a request on #permissions on Slack.
Workflow Properties
Workflow properties affect the workflow as a whole (vs. module properties that affect one module). Key properties:
- Redirect to Mobile —
optional(default),yes, orno - Resume Workflow — enable/disable with duration in hours
- Return Partial SDK Response — internal technical feature
Video: Workflow Properties Walkthrough — pending migration
Modules and Conditions
Adding and Editing Modules
Video: Modules Walkthrough — pending migration
Configuring Conditions
Simple and complex conditions can be configured to branch workflow logic.
Video: Conditions Walkthrough — pending migration
Deleting Modules/Conditions
Dependency checks prevent accidental breakage when removing modules.
Video: Deletion and Dependency Checks — pending migration
Module Versions
Video: Module Versions Walkthrough — pending migration
Workflow Inputs, Outputs & Conditional Variables
Workflow Inputs
Video: Workflow Inputs — pending migration
Workflow Outputs / SDK Response
Video: Workflow Outputs — pending migration
Conditional Variables
Video: Conditional Variables — pending migration
Dynamic Form Module
Using Dynamic Forms
Video: Dynamic Form V1 — pending migration
Complex UI and Copy Across Forms
Video: Complex Dynamic Forms — pending migration
Generic API and Webview Modules
Video: Generic API & Webview Walkthrough — pending migration
Advanced Properties
Video: Advanced Workflow Properties — pending migration
Trying Workflows
Try on Web and Hunter
Video: Try on Web/Hunter — pending migration
Adding Logos and Branding
Video: UI Customization — pending migration
Publish to Production
See Publish to Production Documentation for the API details.
FAQs
Q: I can't see the "Create Workflow" or "Import Workflow" button. A: You might be on the wrong link. Check if you're logged into https://beta.dashboard.hyperverge.co/ and not https://dashboard.hyperverge.co/.
Q: Why can I edit Dynamic Form modules but not Bank Account Verification modules? A: Dynamic Form modules allow full customization, but "super modules" like Bank Account Verification have limited UI editing to prevent disrupting internal functionality.
Q: I imported an API module but it shows as a different module type. Why?
A: The Builder uses the module's subType to determine display. Change the subType manually, or remove and re-add the module on the builder.