This page outlines a structured process for onboarding businesses using Worth AI’s APIs and tools. The flow supports two main approaches, allowing flexibility in how businesses are onboarded and scored.


Process Breakdown

1. Customer Interaction

  • The process begins with customers receiving an invitation to onboard. Upon acceptance, they proceed to log in.
  • After authenticating, they are issued three tokens:
    • Access Token: Used for purposes like logout, update password etc.
    • ID Token: Always used for secure communication.
    • Refresh Token: Used to renew Access and ID token.
  • It is recommended to prioritize the use of the ID Token for all API calls.

2. Onboarding Businesses

The onboarding process supports two distinct approaches:

Approach 1 - Instant Onboarding: Provide All Business Data at Once

  • In this approach, the user provides all the required business data upfront. The system processes the following tasks automatically:
    • Business Search
    • Business Verification
    • Fetching Public Records
    • Fetching Website Metadata
    • Owner’s Identity Verification
    • Business Scoring

Approach 2: Invite Businesses via Worth UI

  • Businesses are invited to onboard themselves through the Worth AI User Interface (UI).
  • This approach provides a self-service option where businesses can complete the onboarding process independently.

Implementation Recommendations

  1. Streamlined Process:

    • Approach 1 is designed for simplicity and efficiency, handling all onboarding tasks with minimal user input.
  2. Flexibility:

    • Approach 2 caters to businesses with custom onboarding requirements or those preferring a self-service model.

This documentation serves as a guide to understanding and implementing the processes outlined in the flow diagram using Worth AI’s APIs. For more details, refer to the API Reference.

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