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Documentation Index

Fetch the complete documentation index at: https://docs.go.gbgplc.com/llms.txt

Use this file to discover all available pages before exploring further.

A journey in GBG GO defines the steps and rules for processing verification workflows. It consists of modules that handle specific tasks such as identity verification, fraud detection, and decision-making. This guide walks you through the process of creating a journey, whether you start from scratch or use a pre-configured template.

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Choose how to create a journey

You can create a journey in two ways:
  • Start from scratch: Build a custom journey by manually adding and configuring each module.
  • Use a template: Select a pre-configured journey template that aligns with your industry or use case.
In the next sections, you’ll learn about each option and how to get started.
Once a journey is created, it remains in draft mode until published.

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Create your journey

There are two ways to create a journey: starting from scratch or using a template.

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Option 1: Start from Scratch

  1. Click the Create a new journey list.
  2. Select API + hosted (latest) to open the Journey builder.
  3. Click the edit icon on the journey name at the top of the editor and enter a meaningful name, for example, “KYC Verification - New Customers”.
  4. Begin adding modules to define the workflow. Refer to Add modules.

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Option 2: Use a Template

  1. Click the Create a new journey list.
  2. Select Explore templates.
  3. Select Browse by industry or Browse all templates.
  4. Use the search capability or Filter by capability options in Browse all templates to find a template based on:
    • Vertical
    • Use Case
    • Country
    • Assurance Level
    • Capability
  5. Review template summary and modules required inputs.
  6. Click Use this template to load it into the editor.
  7. Modify the journey by customizing modules, outcomes, and evaluation steps.
Click on the ”+” or ”-” icon on the lower left side of your Journey builder to enhance or reduce the view of your customer journey workflow.

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Filter and sort existing journeys

You can filter and sort existing journeys in the Journey builder to quickly locate specific ones. Find specific journeys by applying filters based on journey names, and organize them using sorting options.

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Filter journeys

To filter journeys:
  1. Log in to your GO dashboard.
  2. Click the Add Filter button.
  3. Select a filter type from the dropdown menu, for example, Journey Name.
  4. Enter your search keyword in the search field.
  5. Click Add Filter to add additional filter criteria if needed.
  6. Click Apply Filter to view filtered results.
  7. Use Clear All to remove all applied filters and return to the full journey list.

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Sort journeys

You can sort the journey list to organize your journeys in ascending or descending order:
  1. Click the three-dot menu icon on the column header you want to sort by.
  2. Select one of the following options:
    • Sort by ASC: Sorts the column in ascending order (A-Z, oldest to newest, or lowest to highest).
    • Sort by DESC: Sorts the column in descending order (Z-A, newest to oldest, or highest to lowest).
  3. The journey list updates to reflect your selected sort order.
You can also change column visibility:
  • Hide column: Removes the selected column from view.
  • Manage columns: Customize which columns are displayed in the journey list.

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Next steps

Once your journey is created, you need to configure it by adding modules, defining decision logic, and setting routing conditions.