Inquiries · Persona Help Center

Introduction

Key Concepts

Learn about the key concepts, models, and vocabulary around Dynamic Flow and Inquiries

Reference

Look up the text Persona shows end users on an Inquiry screen

Reference: Hint text that helps users submit images1 min

Designing Inquiries

Understanding how to manage and design Inquiry experiences by configuring Inquiry Templates

See all articles in Designing Inquiries

Generating Inquiries

Understanding different methods and nuances of generating Inquiries for your users

Reviewing and Managing Inquiries

Understanding information captured and verified within an Inquiry, and how to manage Inquiries that are in progress or in a terminal state

Understanding Signals

Learn about understanding Signals

Features

Step Types

Understand the various step types that you can use in the Flow Editor to create and maintain sophisticated user experiences.

Action Steps in Inquiries Branching Steps in Inquiries Connector Steps in Inquiries Screen Steps in Inquiries Modules in Inquiries

5 articles

Screen Components

Understand the components that you can use on within Flow Editor's screen editing view to customize the look & feel, collect information, and create high quality user experiences.

Screen Step components in Inquiries Inquiries: Text component Inquiries: Text Area form component

31 articlesExplore

Signals

Learn about Signals

Signals Overview Behavior signals in Inquiries

2 articles

Configurations

Understand the various configurations you can use to further personalize and customize screens, steps, and more within the Flow Editor for a specific Inquiry Template.

Capture Methods Autoclassification Translations / Localizations Document AI in an Inquiry Inquiries Field Editor NFC technology and benefits Configuring Inquiry screen sizes

7 articles

Analytics and Exports

Learn about Inquiry Analytics and Exports

Inquiry exports Inquiry Overview Export

2 articles

Pre-configured Modules

Understand the various pre-configured modules you can use to further add screens, steps, and more within the Flow Editor for a specific Inquiry Template.

Inquiries: New screen module Inquiries: Country Select module Inquiries: Country Select with branching module

12 articlesExplore

Legacy Documentation

Inquiries 2.0

Legacy articles, references, and documents covering Inquiries 2.0

Configuring your Theme (version 2.0 - legacy documentation)

1 article

FAQ

Integrating, creating, and resuming inquiries7 questionsThe 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?Why is the "Create inquiry" button disabled?Why are my users 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?Does Persona support the Flutter SDK?How do I find Non-Latin Inquires?

Verifications within an Inquiry2 questionsFrequently asked questions about how Verifications and Inquiries work together

How can I modify an Inquiry template to collect the user’s Selfie even after a GovID failure?Why did an Inquiry pass if it failed a few verification checks?

Managing PII4 questionsFrequently asked questions about managing PII

How do I manually redact PII from a Persona Account or Inquiry?How do I redact data, or set up a redaction policy?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?

Template management6 questionsThe most frequently asked Inquiry template management questions asked by Persona Community members

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 do I revert to a previously published Inquiry Template Version?How do I display the maximum allowable size of documents that users can upload?

Modules and screens4 questionsThe most frequently asked module and screen configuration questions asked by Persona Community members

How do I configure country options for a Country Select screen?How do I configure the default country for the phone number component in flow editor?Why does the address input component only accept US addresses?Where do I find user-facing Inquiry UI feedback messages?

Theming and styling2 questionsThe 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 update the logo on my Inquiry template?