Product Guide
Learn more about Persona's product and platform.
Accounts
-
Accounts Overview
What are Accounts? Accounts are a way to represent your individual users within Persona. An individual user may go through multiple flows...
-
Information Comparison and Re-verification with Accounts
Why use Accounts for Information Comparison or Re-verification? When it comes to verifying the identity of an individual, it may not be e...
-
Continuous Reports with Accounts
Accounts unlock the ability to run continuous reports on an Account over time. For example, you could run Watchlist and Sanctions Reports...
-
PII and Information Storage with Accounts
By consolidating multiple Inquiries for given user in a single Account, you can search for all information collected over time as part of...
Advanced Logic
-
Cases
Cases Overview Cases allow your organization to easily organize and manage inquiries that need to be reviewed and resolved for various ...
-
Workflows
About Workflows Workflows allow you to automate manual actions that are triggered by an event and based on a set of if / then conditions....
-
Lists
What are Lists? With Lists, you can create lists of information and easily flag inquiries that match the information found on the list. F...
Notifications
-
Email Notifications using Webhooks and Zapier
Using Webhooks + Zapier to create an Email Integration In the Persona dashboard, you can use a Webhook to have an email sent to you about...
-
Slack Notifications using Webhooks and Zapier
Using Webhooks + Zapier to create a Slack integration In the Persona dashboard, you can use a Webhook to have a notification sent to you...