Create Your Agent

Set up what your applicants need to provide — no code required.

An agent is the onboarding flow your applicants go through. You build it once in the portal, and the widget always shows the current version — no redeploy on your side when you change it.

1. Sign in to the portal

Go to api-portal.prestatech.com and sign in (or register your company). Open the Agents section and choose Create agent.

2. Choose what to collect

Pick the pieces your flow needs — for example:

• Documents — bank statements, payslips, IDs, checked automatically as they're uploaded.
• Bank connection — let the applicant link a bank account via open banking; eligible accounts are pulled in for you.
• Credit check — run a credit report once the applicant's inputs are in.
• Identity & cashflow checks — verify the applicant as part of the same flow.

Turn items on or off any time.

3. Decide what's required — groups

Groups let you say which inputs an applicant must provide and how they combine, using simple AND / OR logic. A group is just a set of requirements:

• AND — everything in the group is required (e.g. "a bank statement and an ID").
• OR — any one of them satisfies the group (e.g. "connect a bank or upload a statement").

Add as many groups as you need. The widget shows the applicant a live checklist built from your groups and only lets them continue once every group is satisfied — so you always get a complete submission.

4. Save and grab the Agent ID

Save the agent. Each agent has a unique Agent ID — you'll use it when you start a session and embed the widget.

Next

• iFrame Integration — embed with an <iframe> tag.
• SDK Integration — embed with the <presta-agent-widget> element.