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.

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Process Breakdown

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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.

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2. Onboarding Businesses

The onboarding process supports two distinct approaches:

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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

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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.

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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.