IDVIA Agent

The AI agent that walks every customer through onboarding

Where digital onboarding breaks

An agent that explains, guides, retries and closes

Completing a digital sign-up is still the point where most customers drop off. They don’t understand what is being asked, the selfie comes out wrong, the document gets rejected and nobody tells them what to do next.

IDVIA Agent solves that stretch. It is a multi-tenant platform that deploys an AI agent on your conversation channels and puts it to work doing what a silent form used to do: explain, accompany, retry and close.

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Configured by goals, not diagrams

You declare the outcome. The agent finds the way.

There is no flowchart to draw with every branch and exception. The business owner declares what the onboarding must produce, and the agent decides how to get there: in what order to ask, which method to use, how to recover from a failure and when to hand over to a person.

Onboarding outcomes

  • Identity verified
  • Document data extracted
  • Contract signed
  • Consent confirmed

The AI chooses the path. The guarantees don’t depend on it.

IDVIA Agent keeps the rigour that legal identity demands.

Verified by the provider

A result only counts once the verification provider confirms it. The agent never declares a verification on its own.

Legal data never retyped

Data with legal value is carried by the engine, end to end. The AI model never transcribes it.

Only what you have contracted

The agent can only use the verification methods your organisation has enabled. Nothing else is on the table.

Key benefits

Convert more

  • Less abandonment. Nobody is left staring at a screen without knowing what to do next. The agent explains, warns, reminds and retries.

  • Onboarding where your customer already is. WhatsApp, Telegram and a web chat you can embed on any page with one line of code, including a conversational avatar with voice.

  • Automatic error recovery. If a verification method fails, the agent tries another one you have available instead of ending the session in a dead end.

  • Automatic multi-language. The conversation starts in the visitor’s own language.

Stay in control

  • Configured by goals, not diagrams. You declare the outcome and the AI builds the path. Adding a requirement does not mean redesigning the whole process.

  • Admin console. Design onboarding processes, monitor sessions in real time, keep an auditable log and manage users.

  • Human escalation and retention policy. Automatic reminders, escalation to a person when needed, and data deletion in line with your defined policy.

Secure and scalable

  • Verification with legal backing. All evidence and verdicts come from a certified identity verification provider. The agent never makes up a verification.

  • Multi-tenant by design. Each client has its own processes, channels, credentials, branding and AI model, with strict data isolation.

  • Cloud-native. Serverless architecture that scales to zero when there is no traffic and absorbs peaks without any intervention.

How it works

  1. 01

    Declare the onboarding

    In the console, choose which outcomes the process must produce and how they depend on each other.

  2. 02

    Publish the channel

    Paste the widget into your website, or connect your WhatsApp number or Telegram bot.

  3. 03

    The agent does the rest

    It talks, verifies, retries and reminds, then hands you the completed onboarding with all the associated evidence.

Who it’s for

Organisations that already verify identity but lose customers along the way, or that want to move onboarding to conversational channels without building the orchestration from scratch.

  • Banking
  • Insurance
  • Fintech
  • Telecommunications
  • Real Estate
  • Healthcare
  • Corporate onboarding
  • Any regulated digital onboarding

Put an agent on your onboarding

Talk to us and see IDVIA Agent guiding your customers from the first message to a verified sign-up.

Digital network visualisation with interconnected customer icons glowing in blue tones
IDVIA Agent · Live Demo

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