Generating shareable verification links

You can generate shareable, one-time-use verification links directly from SEON. These links enable you to initiate verification sessions for specific users without requiring them to go through your application’s standard workflow integration.

Shareable verification links are ideal for scenarios such as manual onboarding, re-verification requests, customer support-initiated verifications or internal testing.

Shareable verification links are ideal for teams that need to initiate verification sessions without a full technical integration. Common use cases include:

• Manual customer onboarding: Operations teams can send verification links directly to new customers.
• Re-verification requests: Trigger additional verification for existing users flagged for review.
• Customer support scenarios: Support agents can generate links during calls or chat sessions.
• Testing and QA: Quickly test workflow configurations without building test harnesses.

For teams with developer resources who want to automate link generation, SEON also provides a Workflow API for creating verification sessions programmatically.

When you generate a shareable verification link:

1. A unique session is created tied to a specific workflow and pre-populated with user data you provide.
2. The link opens a SEON-hosted verification page where the user completes the workflow steps.
3. The session appears in Workflow runs immediately, allowing you to monitor progress.
4. Results are delivered via webhooks and visible in SEON once the user completes the flow.

Each link can only be used once. After the user completes or abandons the session, the link becomes invalid.

1. Head to the Transactions page in SEON.

2. Navigate to the Workflow runs tab, where all workflow sessions are displayed, including those initiated via shareable links.

3. Click Create verification link.

4. Select the workflow template you want to use for this verification session.

• Available workflow templates can be configured in the Workflows page. Only active, published workflows appear here.
• You must select a workflow before proceeding. Attempting to create a link without selecting a workflow displays a validation error.

5. Provide required user information.

6. Click Create link. The link is automatically copied to your clipboard, and a confirmation message appears.

Once you select a workflow, the form dynamically displays fields based on the workflow’s configuration. Required fields are marked with an asterisk (*). The required information varies depending on your workflow configuration.

Common fields include:

SEON only requests the information necessary for the selected workflow to complete successfully. This ensures you provide exactly what is needed without collecting unnecessary data.

• One-time use: Each shareable verification link can only be used once. After a user opens the link and either completes or abandons the session, the link becomes invalid and cannot be reused.
• Expiration: Verification links remain valid for one week from the time of creation. After this period, the link expires and the user cannot access the session.
• Retry limits: Users are allowed a maximum of five retries within the same session before it is invalidated. This prevents abuse while allowing users to recover from temporary issues such as poor lighting during document capture.

Tip: Need a different expiration period or retry limit? Contact your Customer Success representative to adjust the settings for your account.

Session visibility in workflow runs

Sessions created via shareable links appear in the Workflow runs list immediately after the link is generated, even before the user opens it. This allows you to:

• Track when links have been created
• Monitor whether users have started or completed their verification
• Identify abandoned sessions that may require follow-up

Session status indicators

Partial session data

Before the user completes the verification, you can view the pre-populated data and any partially completed steps in the session details. This helps you understand where a user may have dropped off if they abandon the session.

If a shareable verification link is lost before being shared with the user, you can retrieve it from the session details page:

1. Navigate to the Transactions -> Workflow runs.
2. Locate the session in the list (it will show as Pending if the user has not yet started).
3. Click on the session to open the details page.
4. Copy the verification link from the session details.

This allows you to recover and share the link without needing to create a duplicate session.

• Pre-populate accurate information: Ensure the user information you provide matches what the user will present during verification. Mismatches between pre-populated data and submitted documents or database records may result in failed checks.
• Communicate expiration to users: When sharing the link, inform users that it expires in one week and can only be used once. This helps prevent confusion if they attempt to access an expired or already-used link.
• Monitor pending sessions: Regularly review sessions in Pending status to identify links that were generated but never used. Consider following up with users or investigating potential delivery issues.
• Use descriptive user IDs: When populating the User ID field, use a consistent identifier from your system (such as a customer ID or account number) to easily correlate SEON sessions with your internal records.

With the Workflow API, you can automate verification link creation. This is useful when you need to:

• Generate verification links at scale as part of an automated process
• Integrate link generation into your existing CRM, support ticketing or back-office systems
• Trigger verifications based on specific events in your platform without manual intervention

The API allows you to create workflow sessions and retrieve shareable verification URLs programmatically, with the same one-time-use and expiration behavior as links created through the SEON UI.

Tip: If you don’t have developer resources available, you can access the same funtionality through the SEON UI without requiring any code.