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Dashboard platform administration · Review Verification Sessions

Review Verification Sessions

Sessions represent completed Onboardings or Authentications.

The Sessions page in Dashboard shows you all completed Sessions in a table. This table includes details about the Session, such as the Session ID, the user's Name, timestamps, the final Score, and more.

Sessions page table showing Session ID, CURP, Name, Phone Number, Flow, and Started At columns, with an Add Filter button.

On this page, you can:

  • Filter the Sessions that are shown
  • Configure the view of the page
  • Click a Session to enter single Session view, which provides detailed data for the Session
  • Start a new manual Session
  • Export the Sessions list

Filter Sessions

You can filter the list of Sessions by one or more criteria to find the Sessions you need.

  1. In the left menu, click Sessions.

  2. Click Add Filter in the top left.

  3. Select the filter you want to add.

    Sessions filter panel with criteria organized by category, including Session Data, Identification, Device Data, and eKYB.

  1. Depending on your selection, configure the filter.
  2. Press Enter or click Apply. The table displays the Sessions that fit your criteria.
  3. Repeat these steps to add any additional filters.

Configure Sessions View

You can change the view of the Sessions table by hiding or reordering columns. Changing the view only affects your own account; it doesn't change how others see this page.

  1. In the left menu, click Sessions.
  2. Click the three-dot menu (⋮) in the top right.
  3. Select Table Settings.
  4. In the Configure Table View panel:
    • Click the eye icon next to a column to show or hide it.
    • Drag a column by its handle (⋮⋮) to reorder it.
  5. Click Save View to apply your changes. This view of the page is shown on future visits, even after logging out.

Start a Manual Session

Manual sessions allow you to initiate verification directly from Dashboard by sending an SMS link, rather than triggering it from your application. This is typically used in agent-assisted scenarios such as call center support, in-branch verification, or re-onboarding a user who needs to redo their verification.

  1. In the left menu, click Sessions.

  2. Click the three-dot menu (⋮) in the top right.

  3. Select New Manual Session.

  4. Enter the customer's phone number. Change the country calling code if needed.

  5. Use the Flow Type drop-down to select either Flow or Workflow.

  6. Use the second drop-down to Select Session Flow or Workflow, depending on your Flow Type.

  7. Click Send SMS.

Export Sessions

Exporting a session creates a shareable record of verification outcomes outside Dashboard, useful for compliance archiving, audits, or sharing with stakeholders who lack Dashboard access.

  1. In the left menu, click Sessions.
  2. Click the three-dot menu (⋮) in the top right.
  3. Select one of the following:
    • Export to CSV: Prepares a CSV file. The system shows a notification when the file is ready to download, and another when it has successfully downloaded. Find the file in your computer's default Downloads folder.
    • Export to CSV with PDF links. Prepares a CSV file with links to customers' CURPs (Mexico only) or Names, depending on what you select in the dialog. Paste the values in the dialog, then click Submit.

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