# Creating an Inquiry from an Account

> Create an Inquiry from an Account to verify or re-verify the individual or business: pick a template, prefill fields, and send the hosted flow link.

Source: https://help.withpersona.com/articles/4D4JLmYPofDJuYQebxRFJ2/
Section: Accounts > Introduction > Using Accounts

## Creating an Inquiry from an Account

## Overview

From an Account, you can create an Inquiry to verify or re-verify the individual or business associated with that Account. Creating the Inquiry generates a hosted flow link that you can send to the person, and the resulting Inquiry is attached to the Account.

## How to create an Inquiry from an Account

1.  Navigate to the Dashboard, and click on **All Accounts**. Open the Account you want to create an Inquiry for.
2.  In the top right of the Account, click **Create Inquiry**.

    ![CreateCaseButton](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/screenshot-2026-06-23-at-12-10-42-pm.png '1443x693')

3.  In the **Create an Inquiry** window, on the **General** tab:

    ![CreateInquirypopup](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/screenshot-2026-06-23-at-12-11-15-pm.png '524x435')
    1.  Under **Select a template**, choose the Inquiry template to use (for example, KYC: GovID + Selfie).
    2.  (Optional) Under **Select a Theme**, choose a theme. If none are configured, this shows "No themes available."
    3.  (Optional) Check **Send email to recipient** to email the hosted flow link directly to the individual.

4.  (Optional) Click the **Fields (optional)** tab to prefill known field values on the Inquiry before creating it.
5.  Click **Create Inquiry**.
6.  In the **View new Inquiry** window, click **Copy** to copy the hosted flow link and send it to the individual, or click **View Inquiry** to open the Inquiry directly. Click **Close** when finished.

![ViewInquiryLink](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/screenshot-2026-06-23-at-12-12-41-pm.png '519x238')

The new Inquiry is associated with the Account and appears in the Account's **Inquiries** list.