Inquiries

Collect and verify information with custom flows.

Introduction

35 articles

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 Configuring your Inquiry 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 How to copy an Inquiry template Utilizing Inquiry Analytics Utilizing the native mobile app verification Building a confirmation screen Controlling when Inquiries expire Editing logic within a Branching Step

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

Understanding Signals

Learn about understanding Signals

Interpreting Signals How to Use Signals

Features

54 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 Inquiries Branching Steps in Inquiries Connector Steps in Inquiries Screen Steps in Inquiries Modules in Inquiries Simulate in Inquiries

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 Overview Understanding Behavior Signals in an Inquiry

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 Simulate in Inquiries Inquiries Field Editor NFC technology and benefits Configuring Inquiry screen sizes

Analytics and Exports

Learn about Inquiry Analytics and Exports

Exporting data from the Dashboard Inquiry Overview Export

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 Inquiries: Document Home Collection module Inquiries: Phone Number Verification Module Inquiries: Document AI Module Inquiries: Selfie Verification Module Inquiries: Email Address Verification Module Inquiries: AAMVA Verification Module Inquiries: Database Verification module Inquiries: Government ID Verification module Inquiries: Government ID Verification (with autoclassification) module

Legacy Documentation

1 articles

Inquiries 2.0

Legacy articles, references, and documents covering Inquiries 2.0

Configuring your Theme (version 2.0 - legacy documentation)

FAQ

36 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?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?Why did an Inquiry pass if it failed a few verification checks?Does Persona support the Flutter SDK?How do I find Non-Latin Inquires?

Verifications within an Inquiry

Frequently asked questions about how Verifications and Inquiries work together

What is a Required Verification Check?How can I modify an Inquiry template to collect the user’s Selfie even after a GovID failure?Why should I disable image uploads?Why did an Inquiry pass if it failed a few verification checks?How can I see which verification checks are "Required" for an Inquiry?

Managing PII

Frequently 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 management

The 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 to revert to a previously published Inquiry Template Version or Workflow Version How can I modify an 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?Why should I disable image uploads?How do I display the maximum allowable size of documents that users can upload?

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?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?Finding Inquiry UI feedback messages

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 update the logo on my Inquiry template?Reference: Hint text that helps users submit images How do I configure the default country for the phone number component in flow editor?