Loading integration
Enterprise access
Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.
Agent Serve · Security integration
Verify identities with Persona
Persona is a Security integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Persona integration provides 26 Persona tools that AI agents can use inside Agent Serve's visual workflow builder. Persona connects with an API key. Explore deployment options with the Agent Serve team.
Last updated
Integrate Persona identity verification into the workflow. Manage the full inquiry lifecycle (create, update, approve, decline, review, resume, expire, redact), generate one-time verification links and PDF summaries, manage accounts including CSV bulk import, run watchlist and adverse media reports, review cases, retrieve verifications and documents, and discover inquiry templates.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a Persona block onto the workflow builder, and paste in your Persona API key.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Persona automation is live.
26 Persona tools available in Agent Serve.
Create a new identity verification inquiry from an inquiry template. Returns the created inquiry, which can then be completed by the individual via a one-time link.
Retrieve a single identity verification inquiry by ID, including its status, collected fields, and decision timestamps.
List identity verification inquiries, optionally filtered by status, account ID, reference ID, or creation date range. Results are cursor-paginated.
Update an inquiry’s note, fields, tags, or redirect URI. Only the provided values are changed.
Approve an identity verification inquiry. Approving prevents further progress on the inquiry and triggers any associated workflows and webhooks.
Decline an identity verification inquiry. Declining prevents further progress on the inquiry and triggers any associated workflows and webhooks.
Mark an identity verification inquiry for manual review, moving it to the needs_review status.
Resume a pending or expired inquiry, creating a new session so the individual can continue verification. Returns a session token.
Expire an in-progress inquiry, invalidating its sessions and one-time links so the individual can no longer continue it.
Generate a one-time link for an inquiry that the individual can open to complete their identity verification.
Download a PDF summary of an inquiry, including its collected information and verification results.
Permanently delete all personally identifiable information collected by an inquiry, for example to honor a data deletion request. This cannot be undone.
Create an account that represents an individual in Persona. Accounts consolidate inquiries, verifications, and reports for the same person.
Retrieve a single account by ID, including its reference ID, fields, tags, and status.
List accounts in your Persona organization, optionally filtered by reference ID. Results are cursor-paginated.
Update an account’s reference ID, country code, fields, or tags. Only the provided values are changed.
Bulk-import accounts into Persona from a CSV file. Returns an importer whose status can be polled until processing completes.
Permanently delete all personally identifiable information stored on an account, for example to honor a data deletion request. This cannot be undone.
List manual review cases, optionally filtered by status, account ID, or reference ID. Results are cursor-paginated.
Retrieve a single manual review case by ID, including its status, resolution, and assignee.
Run a screening report (watchlist, adverse media, or politically exposed person) against an individual by name or search term.
Retrieve a single screening report by ID, including its status, match results, and full type-specific attributes.
List screening reports, optionally filtered by account ID or reference ID. Results are cursor-paginated.
Retrieve a single verification by ID (government ID, selfie, document, database, and more), including its status and the checks that ran.
Retrieve a single document by ID (government ID, generic document, and more), including its processing status and uploaded files.
List the inquiry templates in your Persona organization, to discover template IDs for creating inquiries. Results are cursor-paginated.
Ready-to-use templates featuring Persona. Click any to build it instantly.
Agent Serve's Persona integration adds 26 Persona tools to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Verify identities with Persona. Teams often pair Persona with Affinity and Rippling in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Persona agents, connections, and team access your process needs.