Inquiries

Collect and verify information with custom flows.

Introduction

37 articles

Key Concepts

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

What are Inquiries/Dynamic Flow?5 min read Inquiry Template Versions and Change Management3 min read Inquiry Template Steps5 min read Inquiry flow2 min read The Inquiry Lifecycle Model3 min read Inquiry Templates in Platform Connections2 min read Inquiries Enhanced Features2 min read Simulate in Inquiries5 min read

Designing Inquiries

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

Getting started with your Dynamic Flow Template7 min read Configuring your Inquiry Template10 min read Testing your Inquiry Template11 min read Editing text on your Inquiry screens1 min read Editing translations for your Inquiry2 min read Designing and editing screens with Flow Editor3 min read Configuring a Theme with Theme Editor3 min read Collecting Passports and other IDs using NFC1 min read Previewing an Inquiry1 min read Creating a test Inquiry2 min read How to copy an Inquiry template3 min read Utilizing the native mobile app verification3 min read Building a confirmation screen8 min read Controlling when Inquiries expire3 min read Editing logic within a Branching Step3 min read Removing a verification from an Inquiry template7 min read Understanding the External Display Name field1 min read

Generating Inquiries

Understanding different methods and nuances of generating Inquiries for your users

Creating an Inquiry2 min read Using Inquiry Prefill5 min read Sending an Inquiry Link by email at Inquiry Creation1 min read

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

Reviewing an Inquiry4 min read Understanding Inquiry details5 min read Using filters and saved views of Inquiries4 min read Understanding Behavior Signals in an Inquiry2 min read Viewing Capture Method analytics2 min read Utilizing Inquiry Analytics8 min read Exporting data from the Dashboard3 min read

Understanding Signals

Learn about understanding Signals

Interpreting Signals5 min read How to Use Signals3 min read

Features

50 articles

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 Inquiries3 min read Branching Steps in Inquiries3 min read Connector Steps in Inquiries2 min read Screen Steps in Inquiries3 min read Modules in Inquiries3 min read

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.

Signals

Learn about Signals

Signals Overview2 min read Behavior signals in Inquiries3 min read

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 Methods2 min read Autoclassification5 min read Translations / Localizations2 min read Document AI in an Inquiry4 min read Inquiries Field Editor4 min read NFC technology and benefits2 min read Configuring Inquiry screen sizes2 min read

Analytics and Exports

Learn about Inquiry Analytics and Exports

Inquiry exports2 min read Inquiry Overview Export3 min read

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.

Legacy Documentation

1 articles

Inquiries 2.0

Legacy articles, references, and documents covering Inquiries 2.0

Configuring your Theme (version 2.0 - legacy documentation)1 min read

FAQ

26 articles

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?2 min read How do I resume an expired Inquiry?3 min read How do I create an Inquiry? The "Create inquiry" button is disabled.1 min read Why are my user’s seeing a message that says “You need to enable JavaScript to use the Persona Inquiry flow”? 1 min read Is it possible to receive an email when someone completes an Inquiry?3 min read Does Persona support the Flutter SDK?1 min read How do I find Non-Latin Inquires?1 min read

Verifications within an Inquiry

Frequently 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?9 min read Why did an Inquiry pass if it failed a few verification checks?1 min read

Managing PII

Frequently asked questions about managing PII

How do I manually redact PII from a Persona Account or Inquiry?4 min read How do I redact data, or set up a redaction policy?3 min read Can I download information provided by end users (e.g. name, DOB, address)?1 min read Which API endpoints can I use to download user information from an Inquiry?1 min read

Template management

The most frequently asked Inquiry template management questions asked by Persona Community members

What is a Dynamic Flow Inquiry Template?1 min read I'm in the Startup Program, how do I add an Inquiry template?1 min read How do I tell if I'm using a Dynamic Flow Inquiry Template?1 min read How do I rename an Inquiry Template?1 min read How do I revert to a previously published Inquiry Template Version?2 min read How do I display the maximum allowable size of documents that users can upload?1 min read

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?1 min read How do I configure the default country for the phone number component in flow editor?2 min read Why does the address input component only accept US addresses?5 min read Finding Inquiry UI feedback messages2 min read

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?1 min read How do I update the logo on my Inquiry template?1 min read Reference: Hint text that helps users submit images1 min read