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Onboard / Invite a Customer

As a verified Sevi Agent, you can onboard new buyers and start earning incentives.

Follow these steps:

1. Open Customer Management​

From your Agent Accounts, tap on Customers.

Agent Home

On the first instance it will showcase request for location access to display Buyers Near you on your route if you maybe need them:

Agent Customers Buyer Near You Location access Location access request Agent Customers Buyers Near You

You can switch to view All Buyers list if you want to view all customers you have onboarded as shown below.

Agent Customers Buyer Near You Location access Agent All buyers list

2. Add a New Buyer​

On the Customers screen, tap Add New Buyer a Modal will slide up.

Fill in the buyer’s details:

  • Shop Name → The name the shop is commonly known by.
  • Phone Number → The main phone number used for the business.
  • Select Seller → The seller who will fullfill the orders.
Add Buyer Form Select Seller Modal

3. Send Invitation​

Tap Start Onboarding to complete.

  • The buyer will receive an SMS invitation with a link to download and join Sevi.
Add Buyer Form Filled

4. Complete Buyer Account Setup​

After sending the invitation, you’ll be taken to the Account Verification screen.
Here, help the buyer complete their details:

Verfiy Buyer Form
  • ✅ Phone Number → Already captured.
  • ✅ Business Name → Already captured.
  • ✅ Seller Account → Already captured.
  • 🔑 Set Access PIN → Ask the buyer to set their PIN either via:
    • USSD: *789*7788#
    • The Sevi app.
  • 📍 Business Location → Enter the buyer’s business location.
  • 📜 Agree to Credit Terms → Ask the buyer to confirm the terms via:
    • USSD: *789*7788#
    • The Sevi app.

5. Verification by Sevi​

  • Once initial details are complete, the buyer will appear in your Customer List as WAITING ON.
  • Our due diligence team will visit the buyer to verify the business.
Customer All Buyers List Status Customer All Buyers List Status 2

6. ✅ Incentive Earned​

After successful verification:

  • The buyer’s account will become Active.
  • You’ll earn KES 300 for this buyer.
  • Incentives are stored in your wallet account and become withdrawable once activated by your seller.