Handoff is the process where the application is handed off from one entity to another during any stage of the onboarding journey. It can be from merchant(DIY) to 

, RM to merchant(DIY), backops to RM, and so on. There can be one or more than one handoff in a single journey.

For instance, in an onboarding journey, an RM fills up all the details of the onboarding 

, and then the application is handed off to the Backops user for 'partial 

'. (The application can also be handed off back to the RM if the details are not correct to fill in the correct information again). The Backops user after checking all the details hands off the application to the merchant, who then signs the contract. The signed application is then handed off to the 

Select 'RM' from the 'Select Role' dropdown.

Select 'email', 'sms', and/or 'whatsapp' from the 'Notification' dropdown by clicking on the checkbox(es).

Select 'Yes' from the 'Is Handoff' dropdown.

Select 'Merchant' from the 'Select Role' dropdown.

Select email/sms/whatsapp page from the dropdown.

Select email/sms/whatsapp variable from the dropdown.

Select 'Backops' from the 'Select Role' dropdown.

Choose 'RM'/'Merchant' from the 'Select handoff from backops role' dropdown.

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Learn how to navigate the handoff process in the onboarding journey of an application with this comprehensive document. It outlines step-by-step instructions and includes screenshots and gifs for each role involved: RM, Merchant, and Backops. Whether you'

API Based Conditions

Handoff

Themes

Generic Onboarding

No Code Platform (GO)

Overview

Creating Pages/Screens

Making the Flow

Setting the Rules

Create Merchant in Back Office

Create Your First Onboarding Journey

Untitled

Journey Builder

Creator Module

Password Management

Manager

Auditor

Back Office Module

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