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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 Home, tap on Customers.

Agent Home Customers List

2. Add a New Buyer​

On the Customers screen, tap Add New Buyer.

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.
Add Buyer Form

3. Send Invitation​

Tap Onboard New Buyer to complete.

  • The buyer will receive an SMS invitation with a link to download and join Sevi.
Onboard New Buyer

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.
  • 🔑 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 List Status

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.