This sequence diagram demonstrates the efficient business onboarding process facilitated by Worth UI, where invitations are sent to businesses, guiding them through a seamless registration and onboarding experience via the platform.

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Process breakdown

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1. Onboarding API calls

  • Authentication:
    Upon accepting initial invitation or signing in, the customer receives the following tokens:
    • access token: used for purposes like logout, update password etc.
    • id token: used for secure api communication. (recommended for all api calls.)
    • refresh token: to renew Access and ID token.
    Note: always use the id token for secure api communication. see this page for more info.
  • Invite Business:
    The customer provides business information in the following structure:     
      {
      "business": {
          "name": "Business Name",
          "mobile": "+11234567890"
      },
      "applicants": [
          {
              "first_name": "Abc",
              "last_name": "Xyz",
              "email": "abc@xyz.com",
              "mobile": "+19876543210"
          }
      ]
  }
    This triggers email to applicant to complete the onboarding process. See Invite Business documentation for further information.

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2. Worth AI System Actions

Upon sending invite, an email with invite link will be sent to the applicant on the email provide. Once the applicant submitted the onboarding you can retrieve the business information using this APIs. Also you can use webhooks to get the business status and information.

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3. Retrieve Data

To fetch all businesses: The following endpoints allow you to fetch data for a specific business:
Send invitation to business and let them onboard using Worth UI!!