Session Link Invite

A clean entry point for video verification

The Session Link Invite is the link your customer opens to begin a remote identity check in a guided video session. It is used when an account, policy, wallet or service needs a face-to-face check without asking the customer to travel to a branch in Johannesburg, Pretoria, Cape Town, Durban or Gqeberha.

The link opens a controlled session where the customer is prompted to show an ID document, position the camera correctly, and complete the steps a trained verifier needs for face comparison and liveness checks. The process supports general FICA customer due diligence and consent-based record keeping under POPIA, while your own onboarding team keeps control of the workflow. It is practical for bank-style onboarding, credit applications, telecom account opening, insurance intake and other customer journeys that need a stronger identity step than a basic form.

• Single-use or session-specific link format
• Web-based access on mobile or benchtop browsers
• Guided prompts for document capture and face capture
• Suitable for live agent review during the session

Where the invite fits in the onboarding flow

Most businesses use the invite after an application has been opened and before the account is fully activated. That keeps the identity step in the right place, instead of asking the customer to jump between messages, forms and separate verification portals.

It suits customer journeys where the detail already collected on the form needs to be matched to the person on camera and the document shown. In practice, that means a cleaner handoff for your operations team and less manual chasing between departments. The invite can be used for new customers, higher-risk profiles, profile refreshes and any case where the verification step must be visible, traceable and easy to repeat through a controlled process.

• Account opening workflows
• Profile refresh and due diligence reviews
• Remote onboarding for national customer bases
• Higher-risk or exception cases that need live review

Options for different onboarding patterns

Not every business sends the same invite in the same way. Some need a plain session link that opens the verification flow, while others need a more structured invite with branding, session instructions, reference fields and routing rules. For businesses with several product lines or branches, the invite can be mapped to different customer groups, escalations and script sets.

PersonVideo ID supports workflow mapping, integration planning and API coordination so the link fits your existing onboarding stack. That includes support for staff training, agent script design and pilot launch support where the client team wants to trial the invite with live cases before rolling it out fully across South Africa. If your process changes, change request support and go live stabilising help keep the invite aligned with how your operation actually runs.

• Plain link format or branded invite flow
• Different routes for branches, products or risk levels
• API-led handoff into onboarding systems
• Training and script updates for internal teams

Session setup, checking and record handling

The invite itself is only one part of the service. Behind it sits the live verification session, where an agent checks the identity document, compares the face on camera, and watches for signs that the session is genuine. The same session can include consent capture, escalation steps and recording controls suited to your internal file keeping.

For clients who need operational oversight, quality monitoring and escalation design are part of the service structure. That helps support a consistent standard across teams in Johannesburg, Rosebank Base and the rest of the country. The goal is not to complicate the process, but to keep the session clear for the customer and auditable for the business. Recorded evidence, where used, should be stored under your own retention and access rules. Clean record handling matters when your compliance team later reviews a file or resolves a customer query.

Details to line up before you order

Before a Session Link Invite is configured, your team should be clear on the journey it must serve. The link is shaped around your workflow, so the practical details matter more than a generic template. A few inputs help the session land in the correct place and avoid confusion for the customer.

Confirm the onboarding stage, the reference fields that need to travel with the session, and whether the invite will be used for one product line or several. If your operation needs internal handoff notes, decide where those notes should appear and who receives escalation output. You should also define whether training is needed for customer-facing staff, operations staff, or both, because the invite works best when everyone understands the sequence.

• Onboarding stage and trigger point
• Customer reference fields and routing logic
• Whether one or several business units will use it
• Training needs for the people who send or review invites

Care, updates and working life of the invite

The invite should be checked whenever your onboarding journey changes. If your form fields change, your escalation rules move, or your team adds a new approval step, the session link should be updated so the customer never lands in the wrong process. That is especially useful for clients with operations in Sandton, Midrand and across Gauteng, where internal workflows often shift as volumes grow.

Care is mostly operational rather than physical. Keep the invite text current, review the route behind the link and make sure your staff know which version is live. Where reporting is part of the package, the output helps your team track completed sessions, exceptions and any points where the customer needed extra guidance. It is a small tool, but it carries a critical part of the onboarding experience.