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About Persona

Persona is an identity verification and compliance platform that helps organizations verify user identities, prevent fraud, and meet regulatory requirements. Connecting Persona to Serval enables automated identity verification workflows, compliance checks, and fraud prevention directly from your service desk.

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What the Persona integration enables

CapabilityDescription
Identity VerificationCreate and manage identity verification inquiries for users
Automation workflowsAutomate KYC/KYB processes, compliance checks, and fraud prevention workflows
Anything defined in the Persona API can be accessed through Serval.

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Persona Configuration

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Prerequisites

Before connecting Persona to Serval, you’ll need:
  • A Persona account
  • Appropriate permissions to create and manage API keys in Persona

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Step 1: Log in to Persona Dashboard

  1. Navigate to the Persona Dashboard
  2. Sign in with your business email
  3. Complete any onboarding steps if this is your first time accessing the dashboard

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Step 2: Create an API Key

1

Navigate to API Keys

In the Persona Dashboard, navigate to API → API Keys
2

Create a new API key

Click Create API key to generate a new key for your Serval integration.
3

Select API version

During the API key creation process, you must select the API version.Important: Select API version 2025-10-27 to ensure compatibility with Serval.
Choosing the wrong API version may cause integration issues. Always select version 2025-10-27 when creating API keys for Serval.
4

Configure permissions (optional)

By default, API keys have full permissions. You can optionally restrict permissions based on your security requirements.
API permissions are not limited until you explicitly configure restrictions. Review the Persona API Key documentation for detailed permission settings.
5

Copy your API key

Once created, click the Copy button to copy your API key to your clipboard.
Store your API key securely. Persona will not show the full key again after you leave this page. Never commit API keys to version control or share them in publicly accessible locations.

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Serval Configuration

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Connect Persona to Serval

1

Navigate to Applications

In Serval, navigate to Applications → Available and locate Persona.
2

Click Connect

Click Connect to begin the integration setup.
3

Enter your API credentials

In the configuration modal, provide your API Key by pasting the API key you created in Persona.
Serval will automatically validate your API key. If successful, the connection status will show as Healthy.
4

Save the configuration

Click Save to complete the integration.

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Building Workflows

Once connected, you can build workflows using Persona in the Workflow Builder:
  1. Navigate to Workflow Builder in Serval
  2. Create a new workflow or edit an existing one
  3. Add Persona actions such as:
    • Creating identity verification inquiries
    • Retrieving inquiry status
    • Managing verification reports
    • Updating inquiry information
Start by creating a simple workflow that creates an inquiry to test your integration. You can use the inquiry template ID from your Persona Dashboard (starts with itmpl_).