# Configure Flows
Flows are the legacy way to build reusable, linear identity verification journeys. They run modules in a fixed order without conditional logic or branching. Flows will be deprecated. We recommend migrating to Workflows.
Flows are created and configured in Dashboard. In the left menu, click **Flow Builder** > **Flows**.
On this page, you can:
- Search the list of Flows
- [Create](#create-flows) or [import](#import-flows) new Flows
- [View Sessions](#view-sessions-for-a-flow) that used a Flow
- [Copy a Flow URL or ID](#other-flow-actions)
- [Edit](#other-flow-actions) a Flow
- [View a list of modules](#other-flow-actions) in a Flow
- [Pause](#other-flow-actions) a Flow
- [Download the Flow configuration](#other-flow-actions)
- [Delete](#other-flow-actions) a Flow
***
## Create Flows
1. In the left menu, click **Flow Builder** >**Flows**.
2. Click **New**.
3. In the top left, click **Edit**. Enter a name for the Flow and click **Save**.
4. On the Select Modules tab, browse or search for a module you want to add. Hovering over the module name and click **Add**.
5. Hover over the module name and click **Details & Configurations** to open the configuration panel. Each module has its own settings. You can leave the default settings or customize them to meet your needs. Documentation for individual module settings is in progress.
6. Continue adding and configuring modules to complete the Flow. Use the Flow Preview on the right to confirm the modules you added. Hover over module names to edit configurations or remove modules.
7. On the Settings tab, you can customize settings to meet your needs. The default settings work for most cases.
1. If your system is configured with Risk AI Agent or Deepsight, you can enable them for the Flow. Separate licensing is required for each. Contact your Incode Representative for more information.
2. Customize the Session Results settings.
| Setting | Description |
| --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Identity creation** | |
| Session Score: Pass | If the session ends with Pass, you can **Approve** Identity creation or **Send to manual review**. Click **Reset All** to remove a selection. |
| Session Score: Warn | If the session ends with Warn, you can **Approve** Identity creation, **Send to manual review**, or **Fail** Identity creation. Click **Reset All** to remove a selection. |
| Session Score: Failed | If the session ends with Failed, you can **Send to manual review** or **Fail** Identity creation. Click **Reset All** to remove a selection. |
| **Session completion** *Optional* | |
| Mark Verification as Finished On | Use this drop-down to define which milestone ends the Session. You can select from the following options: **ID Validation Finished**, **Face Validation Finished**, **EKYC Validation Finished**, or **Government Validation Finished** |
3. Customize the User Experience settings.
| Setting | Description | Default |
| --------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- |
| **Getting Started** | | |
| Skip intro screen | Sends users directly to verification steps, skipping the launch screen. | Off |
| Create Flow template for Onboarding Optimizer | Automatically generates a reusable template based on this Flow to optimize future setups. | Off |
| Phishing Resistance | Protects against man-in-the-middle phishing attacks using dynamic QR codes and device-session binding. Also enables **Redirect Desktop attempts to Mobile** and its sub-setting **Disable SMS option**. | Off |
| OAuth2 Secured (web only) | Strengthens the security of the user journey against replay attacks with [OAuth2 security protocol](https://developer.incode.com/docs/oauth2-secured-sessions). A **Redirect URL** is required when this setting is enabled. The OAuth clientid is saved in the configuration settings for future reference. | Off |
| Redirect Desktop attempts to Mobile | Redirects users who start the Flow on desktop to continue on their mobile device. You can configure the following sub-settings: **Allow "continue on desktop"** (shows users the option to continue on desktop); **Redirect origin only** (redirects users only at the starting point of the Flow; once they switch to mobile, the Flow ends there); **Display result on desktop** (shows the verification result on the original desktop tab after the mobile Flow completes); **Disable SMS option** (removes the SMS option and shows only the QR code to transfer the Flow to mobile). | Off |
| In person or assisted Onboarding | Indicates that Sessions using this Flow will happen in person or in branch. | Off |
| Hide unsupported browser screen |Lets users continue with any browser. Only Chrome and Safari are officially supported. | Off |
| **After Verification** | | |
| Redirect URL | The URL users are sent to after completing the onboarding Session. This field is required if **OAuth2 Secured (web only)** is enabled. | |
| **Session Control** | | |
| Mark Session as "Expired" | Labels Sessions as expired in Dashboard after the specified time of inactivity. Enter the number of minutes before a Session is marked expired. | Off |
| Allow multiple Onboarding completions |Allows users to complete the onboarding Flow more than once. | Off |
4. Customize the Compliance & Privacy settings.
| Setting | Description | Default |
| --------------------------- | ----------------------------------------------------------------------------------------------------------------------- | ------- |
| **Age Verification** | | |
| Enhanced privacy protection | Shows a privacy-adjusted tutorial. Incode doesn't save any personally identifiable information (PII) except date of birth. | Off |
| **Compliance** | | |
| Require biometric consent | Shows required consent before biometric capture for users in applicable U.S. states. | Off |
| Save verification videos | Merges ID and Face Capture recordings into a single video and stores it with the Session data for audit purposes. | Off |
5. Customize [Cross Checks](https://developer.incode.com/docs/cross-check-dashboard#add-cross-check-to-flows).
6. Customize Verification Rules. {/* TBD: To be documented */}
8. Click **Save Changes**.
***
## Import Flows
1. In the left menu, click **Flow Builder** >**Flows**.
2. Click **Import**.
3. Click **Select Flow Configuration File** and browse to the JSON file on your device.
4. Click **Import**.
***
## View Sessions for a Flow
1. In the left menu, click **Flow Builder** >**Flows**.
2. Browse or search for the Flow you want.
3. Click **Open Sessions**. You are redirected to the Sessions page, filtered to show only Sessions that used that Flow.
***
## Other Flow Actions
1. In the left menu, click **Flow Builder** >**Flows**.
2. Browse or search for the Flow you want.
3. Select from the available options:
- **Copy Flow URL**: Copies the URL needed to start the Flow.
- **Edit**: Opens the Flow for editing.
- **Copy Flow ID**: Copies the unique identifier for the Flow.
- **View Modules**: Hover over this option to see list of modules used in the Flow.
4. Click **Actions **for more options:
- **Pause Flow**: Prevents the Flow from being used in Onboarding. When a Flow is paused, the menu displays **Activate Flow** instead.
- **Download Flow Configuration**: Downloads a JSON file of the Flow configuration.
- **Copy Embed Code**: Copies the iFrame for the Flow to your clipboard.
- **See Log**: Opens a panel showing the change history for the Flow. You can select a date range or view all history.
- **Duplicate**: Makes a copy of the Flow.
- **Delete Flow**: Permanently deletes the Flow. This cannot be undone. In the confirmation dialog, click **Confirm**.