🆕 Online Onboarding - Ask AI Prompts

Ready-Made Prompts for Online Onboarding

We know your time is precious. Use these out-of-the-box prompts with Ask AI to explore Lemonway’s Online Onboarding quickly. Click a topic to expand.

Lemonway | Online Onboarding – Ready-Made Ask AI Prompts
Ask AI • Online Onboarding

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with Ready-Made Prompts

We know your time is precious. Paste any of the prompts below into Ask AI on Lemonway Docs to explore Online Onboarding—from API details to process best practices—in seconds.

What this page is

These ready-made prompts are designed for Lemonway’s Ask AI. Copy any prompt and paste it into Ask AI on our documentation site. Because Ask AI is grounded on the Lemonway docs (API reference, guides, and how-tos), it interprets your prompt, searches the most relevant pages, and returns a concise answer with pointers back to the source. The prompts are grouped by API and Process to help you ask precise, high-signal questions that lead to faster, more reliable results—without leaving the docs.

How to use

Copy a prompt → paste into Ask AI on our docs → (optional) add specifics like environment, account type, or target field.

Tip

Include the object or endpoint name (e.g., /onboardings/individual) to focus the answer.

Online Onboarding — API

Prompts — Getting Started & Environments2 prompts
  • “Give me the prerequisites and auth requirements to call the Online Onboarding endpoints.”
  • “Explain sandbox vs production behavior for Online Onboarding and how test data differs from live data.”
Prompts — Data Models, Validation & Formats4 prompts
  • “List the required vs optional fields to start Individual Online Onboarding and show a minimal JSON example.”
  • “List the required vs optional fields to start Legal Entity Online Onboarding and show a minimal JSON example.”
  • “What are the validation rules (lengths, enums, formats/regex) used in Online Onboarding for personal and company data?”
  • “How do I localize key fields (names, addresses) and handle international formats in the payload?”
Prompts — Payloads & Update Flows4 prompts
  • “Show a complete payload example for creating an individual onboarding, with inline notes on each field.”
  • “Show a complete payload example for creating a legal entity onboarding, with inline notes on each field.”
  • “Show how to update an in-progress onboarding (patching missing fields) and confirm which fields are immutable.”
  • “How do I upload documents (KYC) via the API and retrieve their processing status for an onboarding?”
Prompts — Status, Webhooks & Sequencing4 prompts
  • “How do I retrieve status for an onboarding (individual/legal), and what status values should I handle?”
  • “Describe the webhooks related to Online Onboarding (events, sample payloads, and signature verification steps).”
  • “Provide a step-by-step sequence of API calls to create, update, and finalize an Online Onboarding.”
  • “How do I link an onboarding record to a wallet/account identifier, and what are the best practices?”
Prompts — Reliability, Errors & Rate Limits5 prompts
  • “Return the typical HTTP response codes for Online Onboarding requests and how the client should react to each.”
  • “What error model does the API return for Online Onboarding and how do I surface clear messages to end-users?”
  • “What are the rate limits for Online Onboarding, and what retry/backoff strategy do you recommend?”
  • “Explain idempotency for Online Onboarding requests and provide a request/response example using an idempotency key.”
  • “Give me a troubleshooting checklist for common API integration issues (invalid data, missing docs, webhook not firing).”
Prompts — Security & Compliance (API)1 prompt
  • “What security practices apply to Online Onboarding (PII handling, encryption, masking) and what must the client do?”

Online Onboarding — Process

Prompts — Overview & Go-Live3 prompts
  • “Give me a high-level overview of Lemonway Online Onboarding and where it fits in the customer journey.”
  • “What are the go-live essentials (configuration, data, checks) before launching Online Onboarding?”
  • “Give a launch checklist for product/ops: configurations, test cases, monitoring, and rollback steps.”
Prompts — User Experience & Completion4 prompts
  • “How does Save & Resume work, and what should we tell users who come back later to finish onboarding?”
  • “What are recommended UX best practices to increase completion rates for Online Onboarding?”
  • “How do we design for accessibility and mobile users to minimize friction?”
  • “Provide copy guidelines for explaining sensitive topics (KYC, UBOs, proof of address) in plain language.”
Prompts — Documents & Compliance2 prompts
  • “Explain the differences between Individual vs Legal Entity onboarding in steps and required information.”
  • “What documents are typically required for different legal forms (company, association, foundation, self-employed)?”
Prompts — Status, Screening & Outcomes3 prompts
  • “List the status values a user may see and what each status means.”
  • “How do we handle screening or review outcomes (accepted, pending, rejected) and communicate next steps?”
  • “What are typical rejection reasons and how should support teams guide users to resolve them?”
Prompts — Support Handoffs & SLAs3 prompts
  • “Give me a handoff playbook between onboarding and support/compliance when manual review is needed.”
  • “What SLA expectations apply to document review and overall onboarding, and how do we track SLA breaches?”
  • “Outline a dispute/remediation process for users who believe their onboarding was incorrectly rejected.”
Prompts — Operations, Monitoring & Internal Readiness4 prompts
  • “What dashboards or reports should we monitor to track throughput, fallout, and completion times?”
  • “How should merchants prepare internal documentation (FAQs, SOPs) to support Online Onboarding at scale?”
  • “List the edge cases we should plan for (multiple UBOs, cross-border addresses, name changes, minors, proxies).”
  • “Where can developers find troubleshooting tips specific to Online Onboarding integrations?”
Prompts — Policy & Privacy1 prompt
  • “What are the privacy and data retention considerations related to onboarding data and documents?”