Persona Help Center
Articles
Community
Academy
Developer Docs
System Status
Go to Dashboard
Articles
Getting started
Dynamic Flow (Inquiries)
Introduction
Features
Legacy Documentation
FAQ
Verifications
Accounts
Transactions
Reports
Cases
Workflows
Graph
Marketplace and 3rd-Party Integrations
Other Platform Products
Admin
For end users
Get help now
Submit a request
Dynamic Flow (Inquiries)
Collect and verify information with custom flows.
Introduction
Key Concepts
Learn about the key concepts, models, and vocabulary around Dynamic Flow and Inquiries
Inquiries Overview
An Inquiry flow
Steps Overview
Using Inquiries
Understanding how to use Dynamic Flow (Inquiries)
What is Dynamic Flow?
Getting started with your Dynamic Flow Template
Test your Inquiry Template
Verification check attributes
Behavior signals in an Inquiry
Edit text on your Inquiry screens
Edit translations for your Inquiry
Tutorial: Design and Edit Screens with Flow Editor
Tutorial: Configure a Theme with Theme Editor
Collect Passports and other IDs using NFC
NFC technology and benefits
Preview an Inquiry
Tutorial: Create a test Inquiry
Inquiry Analytics in the Dashboard
Exporting data from the Dashboard
Features
Collecting and capturing personal information and images
Understand features that allow you to collect your user's sensitive personal data and information
Screen Steps
Components inside Flow Editor
Capture Methods: configure how users upload images
Autoclassification
Document AI
Building dynamic user experiences
Understand features that allow you to create and maintain sophisticated user experiences that route users based on information collected, known attributes, risk signals, and/or Verification results
Action Steps
Branching Steps
Screen Steps
Inquiry flow connectors
Inquiry flow modules
Simulate
Tailoring user experiences with custom design & language features
Understand features that allow you to customize the flow's look & feel, localized language, and on-brand text & visuals
Screen Steps
Translations / Localizations
Analytics and Exports
Learn about Inquiry Analytics and Exports
Exporting data from the Dashboard
Inquiry Overview Export
Legacy Documentation
Inquiries 2.0
Legacy articles, references, and documents covering Inquiries 2.0
Configuring your Theme (version 2.0 - legacy documentation)
FAQ
Integrating, creating, and resuming inquiries
The most frequently asked integration and inquiry lifecycle questions asked by Persona Community members
When does a link to an Inquiry expire?
How do I resume an expired Inquiry?
How do I create an Inquiry? The "Create inquiry" button is disabled.
Can I download information provided by end users (e.g. name, DOB, address)?
Which API endpoints can I use to download user information from an Inquiry?
Why are my user’s seeing a message that says “You need to enable JavaScript to use the Persona Inquiry flow”?
Is it possible to receive an email when someone completes an Inquiry?
Template management
The most frequently asked Inquiry template management questions asked by Persona Community members
Inquiries Access by Plan
Documents Access by Plan
What is a Dynamic Flow Inquiry Template?
I'm in the Startup Program, how do I add an Inquiry template?
How do I tell if I'm using a Dynamic Flow Inquiry Template?
How do I rename an Inquiry Template?
How to revert to a previously published Inquiry Template Version or Workflow Version
Modify your Inquiry template to collect the user’s Selfie even after a GovID failure
Where can I see a coverage map of which countries Persona can support?
Modules and screens
The most frequently asked module and screen configuration questions asked by Persona Community members
How do I configure country options for a Country Select screen?
Theming and styling
The most frequently asked theming and styling questions about Inquiries asked by Persona Community members
How do I change the colors, fonts, logo, and other styles of an Inquiry?
How do I remove the Persona logo at the bottom of the Inquiry flow?
Reference: Hint text that helps users submit images