How-to guides, reference & explanation

How to edit, delete, enable, or disable members within an Truora platform account

Learn how to create and access your Truora account.

Recover your abandoned users with our automatic and user-activated recovery methods

Activate your line for WhatsApp in Truora

Allows you to add validation of face, document or both to the end of the signed document

Learn about the Advanced Blocks available in the Flow Builder to create powerful identity verification flows

Learn how agents can start or reconnect conversations

Optimize flows by identifying dropouts, failures, and bottlenecks.

API integration step by step

How to generate API Keys to perform the integration with Truora

Get explicit authorization for using personal data and others from your users

Learn to set up SSO authentication using Azure as an identity provider.

Learn how to submit a Background Checks Batch via API

Learn how to configure Background Checks global settings and create custom check types through the dashboard

Create a Background Check via dashboard

How to use the Continuous Checks and the Status Monitor

How to access features such as PDF, Variables, and Attachments, through the API or the Dashboard.

Learn how to get Campaigns Results

Explore the intricate journey of a background check, considering various factors impacting execution.

Guide for common errors in Truora's identity verification process.

How to use the Validators Config via API

How to check and configure Background Checks settings

Learn to use custom integrations with external services inside our flow builder

Learn to use custom integrations with external services inside our flow builder

Manage and organize your contacts in Truora's WhatsApp platform

Learn more about the Conversations and Agents Management

How to create and include a dynamic template in your flows using a ZapSign ID

Learn to configure a rule for any event and trigger actions such as Webhooks.

Quickly create a Web flow to use it in any app

Learn how to create a WhatsApp <> Zendesk integration

Quickly create a WhatsApp flow to use it in any app

Learn how to generate an account_id in Truora´s system to link processes by user and store user data.

Allows you to create custom forms to use in identity flows

Learn how to create custom forms to collect user data and use them in WhatsApp Flows

Create Massive WhatsApp Campaigns

Learn how to add new members and assign roles in your Truora account.

Learn to initiate a background check using our API, with essential prerequisites included.

Learn how to configure and manage your credit history credentials for Mexico directly from the Truora platform

Truora follows United Nations ICCS categories for crime, simplifying global crime description standardization

Learn to configure a custom integration with an external service to later use it in your Web flows

Learn to configure a custom integration with an external service to later use it in your WhatsApp flows

Getting started with WhatsApp customer engagement

How to configure the behavior and appearance of a web flow

Discover essential concepts like datasets, scores, and types within the context of background checks.

Detailed explanation of reasons for declined document validations by Truora's API

Get to know the core concepts of Digital Identity on Truora's platform.

Create Digital Identity Flow

How to use the Document and Face Validation in Dashboard

How to use Document Validation in Dashboard

Learn to perform a Document Validation using our API.

How to use the Document Validator Config via API

How to download an Identity Process as a PDF

Explains how to download Digital Identity Process Data (Self-serve).

Provides a link for performing electronic signature on online document and validates whether the person signed it or not.

Customize your ZapSign colors and branding

Manage electronic signature templates and forms

Validate the email address of your end users with OTP (One-Time Password)

Learn to perform an Email Validation using our API.

How to use the Email Validator Config via API

Detailed explanation of reasons for expired validations by Truora's API

Learn to perform a Face Re-Validation using our API.

How to use Face Recognition of Dashboard

Learn to perform a Face Validation using our API.

How to use the Face Validator Config via API

About Truora´s "similarity" and "liveness detection" methods and how to activate them

Visualize the path taken by a process and review the inputs, outputs, and events of each block.

Obtain the real geographic location of your users

How to bring the results of whatsapp chatbot processes

New to Truora? This guide explains what we do and helps you find the right product for your needs, in simple language.

A simple glossary of Truora terms explained in plain language for non-technical users.

Learn to set up SSO authentication using Google as an identity provider.

How to search and retrieve Processes and Validations results

Learn more about the acquisition methods for WhatsApp lines.

Create a custom background check for more accurate results

Learn how to add variables in your massive campaigns for personalized communication.

Carry out Batch Background Checks

How you can use the Dashboard

Use identity Validators with WhatsApp

Learn how to verify your Facebook business account with Truora to boost credibility.

Step-by-step guide on integrating HubSpot with Truora´s platform

Learn how to manually change the final status of an identity process when needed - Authorization required.

How to integrate with Truora using Iframes

How to set and use inbound messages with Truora's Dashboard

How to use the responses obtained within the flow

Explains how to use the form block in an identity flow

How to integrate Electronic Signature in Web flows

How to integrate Electronic Signature in WhatsApp flows

Labels provide a way to filter Background Checks information using rules.

Add an extra layer of security to your whatsapp flow by using the live capture for image inputs

Manage fixed documents for electronic signature

Manual review from the Truora platform

Learn more about the WhatsApp lines migration.

Learn how Meta WhatsApp usernames and BSUID affect Flowbuilder phone variables, and how to capture phone numbers explicitly in your flows

Migrate to new production environment

Learn how to view, create, and configure roles and permissions from your Truora dashboard.

How to create and send an outbound message with Truora´s Dashboard

Validate the phone number of your end users with OTP (One-Time Password)

Learn to perform a Phone Validation using our API.

How to use the Phone Validator Config via API

How to use preconfigured lists as options in List, Checkbox, and Radio questions in the form builder

Learn how to manage your Truora profile settings, including password reset, language, 2FA, and linked accounts.

How to read file-type answers via the Forms API, resolve media IDs with the Account media API, and use uploads in flows

Ensure security in your requests with signed and encoded JWT through Truora

Learn to use our API to trigger automated WhatsApp conversations

Learn how to Configure a webhook to receive the results of Web flows processes.

Learn how to Configure a webhook to receive the results of Customer Engagement processes.

How to test your WhatsApp - HubSpot integration within Truora´s WhatsApp Flows

Useful tips to capture good document photos for smooth and successful validations

Identify and block fraudsters faces with TruFace validation.

How integrate face validation solution with Registraduria for secure and efficient user validation.

Learn how to set up Two-step verification on your Truora account using an authentication app or SMS.

Learn how permissions, roles, and members are structured in Truora — and what you can manage directly from the dashboard.

Understand how Background Checks works

Learn how to use a Custom Integration to get user uploaded images from your flows

How to use the Check Type Company in a Background Checks

How to use the Check Type Person in a Background Checks

How to use the Check Type Vehicle in a Background Checks

Create smart business rules using Decision Variables based on user history and contextual data

Integrate Truora Validations (Document/Face) into your Android app using the native SDK.

Integrate the Truora Validations native SDKs into a Capacitor or Ionic app using a local plugin.

Run Document validation and Face validation as a single user experience using the same userId and an extracted reference face.

Integrate Truora Validations into your Flutter app using the official Flutter plugin.

Integrate the Truora Validations native SDKs into any hybrid framework using the native-bridge pattern.

Integrate Truora Validations (Document/Face) into your iOS app using the native SDK.

Integrate Truora Validations into your React Native app using the official React Native plugin.

Shared concepts for all Truora Validations SDK integrations: API keys, userId, language, and UI customization.

Understanding validation steps in Truora

Get to know the core concepts of Validators on Truora's API.

Learn how verify process steps using Truora's API Verify Identity endpoint, for custom front-end solutions

How to verify your products usage

How to generate tokens to integrate via Web

Learn about available events and variables useful in the Webhooks service

How to integrate with Truora using WebView

Get to know the core concepts of Whatsapp Customer Engagement in Truora

Essential META information for Truora Customer Engagement setup.

Learn the key rules for managing WhatsApp lines and best practices for effective messaging.