Getting started
Checklists, key concepts, and tutorials to help you learn, explore, and integrate Persona.
For end users
Overview
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What is Persona?
Persona provides a powerful, secure platform to help organizations collect, verify, store, and analyze the identity of any individual in ...
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Checklist: Set up your first identity verification flow
Overview Welcome to Persona—we are so excited to have you on board! This guide takes you through the steps to set up your first identity...
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FAQ: Inquiries & Verifications
See our dedicated FAQ section for common questions. See our Product guides to learn more about each product: Inquiries product guides ...
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Report an issue with an Inquiry
Overview To report extraction errors, suspected fraud, or any other issues related to an Inquiry to Persona, use the "Report issue" bu...
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How do I contact Support?
You can get in touch with Support in a number of ways: Email support@withpersona.com. Select the Contact Support link in this Help Cente...
Key concepts
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Key concepts: Inquiry, Verification, and other terms
Overview This guide defines key concepts that help you understand Persona. It covers: Inquiries, Verifications, and attempts Accounts an...
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Required and non-required Verification checks
The ability to configure Verification checks is available on paid plans. If you're on the free plan and want to upgrade, reach out to sal...
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Verification check states
Overview Within an Inquiry Template, every Verification check can be described as: Enabled or disabled Required or non-required Enabled...
Using the Persona Dashboard
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Add a solution
Overview A solution is a set of Persona products preconfigured to solve a specific use case. Use cases include age verification, KYC, KYB...
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Inquiry details in the Dashboard
Overview This guide explains where to find information about your Inquiries in the Persona Dashboard. Prerequisites This guide will be mo...
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Sandbox vs. Production Environments
Sandbox Environment Sandbox is a limited version of the full Persona platform where you can to test your end-user flow and application in...
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Exporting data from the Dashboard
This article describes how to export data from the Persona Dashboard. See the developer docs to learn how to export data via API. Overvie...
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Tutorial: Understand Verification results for an Inquiry
Overview To understand why an Inquiry completed or failed, you can use the Persona Dashboard to inspect the result of each Verification a...
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Sign in to the Persona Dashboard
Overview The Persona Dashboard is your central location for reviewing Inquiries, setting up automated decisioning rules, grabbing your AP...
Integration
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Choosing your implementation method
There are a wide range of options for implementing Persona — from our no-engineering-required Hosted Flow option to fully embedding Perso...
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Hosted flow (verify by link)
Overview Hosted Flow (aka verify by link) lets you implement Persona with little to no engineering effort. With Hosted Flow, you send use...
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Create an Inquiry link for an end user
Overview If you choose to integrate Persona via the Hosted flow (verify by link) integration method, you can share the Hosted flow link d...
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Embedded Flow (Web SDK)
About Embedded Flow With Persona's Embedded Flow integration method (also known as Web SDK), your end users can verify themselves without...
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Troubleshoot Embedded Flow
Overview This guide covers common issues you may have when integrating Persona via Embedded Flow. Error messages Common error messages ar...
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Mobile SDKs
iOS and Android native SDKs If you have a native Android or iOS app, you can integrate the Persona inquiry flow directly in your app with...