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Onboard / Invite a Customer

As a verified Sevi Agent, you can onboard new buyers, start earning incentives and be able to withdraw your balance.

Follow these steps:

1. Open Customers Screen​

From your Agent Accounts, tap on Customers.

Agent Home

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

Location access requestAgent 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 accessAgent All buyers list

2. Add a New Buyer​

On the Customers screen, tap Add Customer a new screen will appear.

Fill in the buyer’s details:

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

Buyer invite verification screen 1Buyer invite verification screen 1
  • ✅ 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 completed, the buyer will appear in your Customer List with PENDING VERIFICATION status as shown below.
  • Our verification team will visit the buyer to verify the business as per the set business location.
Customer All Buyers List Status

6. ✅ Incentive Earned​

After successful verification:

  • The buyer’s account will become ACTIVE (Available).
  • You’ll earn KES 600 for this buyer once the buyer places the First Order.
  • Incentives are stored in your wallet account and become withdrawable once you are approved.