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Designing Inquiries
Generating Inquiries
Reviewing and Managing Inquiries
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Inquiries
Introduction

Introduction

Key Concepts

Learn about the key concepts, models, and vocabulary around Dynamic Flow and Inquiries
What are Inquiries/Dynamic Flow?
Inquiry Template Versions and Change Management
Inquiry Template Steps
Inquiry flow
The Inquiry Lifecycle Model
Platform Connections
Inquiries Enhanced Features

Designing Inquiries

Understanding how to manage and design Inquiry experiences by configuring Inquiry Templates
Getting started with your Dynamic Flow Template
Testing your Inquiry Template
Editing text on your Inquiry screens
Editing translations for your Inquiry
Design and editing screens with Flow Editor
Configuring a Theme with Theme Editor
Collecting Passports and other IDs using NFC
Previewing an Inquiry
Creating a test Inquiry
Utilizing Inquiry Analytics
Utilizing the Mini App integration method
Building a confirmation screen
Controlling when Inquiries expire

Generating Inquiries

Understanding different methods and nuances of generating Inquiries for your users
Creating an Inquiry
Using Inquiry Prefill
Sending an Inquiry Link by email at Inquiry Creation

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 Inquiry
Understanding Inquiry details
Using filters and saved views of Inquiries
Understanding Behavior Signals in an Inquiry
Viewing Capture Method analytics
Utilizing Inquiry Analytics
Exporting data from the Dashboard