Collect and verify information with custom flows.
About Inquiries Collect and verify information, securely and cross-platform Persona's Inquiries product lets you securely collect a wide ...
Inquiry flow overview
Overview An Inquiry flow is what the end user sees when they go through an Inquiry. You can view and edit an Inquiry flow in the Flow Ed...
Inquiry flow screens
Overview A screen is a single page of UI that an end user sees in an Inquiry flow. Screens are just one type of building block in an Inqu...
Inquiry flow steps
Overview Steps define the logic and actions that occur between screens of an Inquiry flow. Steps are just one type of building block in a...
Capture Methods: configure how users upload images
Overview Some Verification types require the end user of your Inquiry to submit an image or live camera capture—of themselves, an ID, or ...
Inquiry Analytics in the Dashboard
Overview This guide explains which analytics are available for Inquiries, and how to view them in the Persona Dashboard. About Inquiry An...
Configuring your Inquiry Template
What is an Inquiry Template? The Inquiry Template defines the flow shown to end users. This includes the theme, screens, Verifications, a...
How to preview an Inquiry
Overview After you configure an Inquiry Template, you can preview the Template to experience and test out what the end user sees. Real Ve...
How to edit text for your Inquiry screens
Overview You can edit the text on each screen of an Inquiry. The screen text is defined in the Inquiry's Template. Steps To edit the text...
How to edit translations for your Inquiry
Overview Persona provides default translations for the default text in each step of an Inquiry. You can edit these translations using the...
How to configure country options for the Country Select screen
The ability to configure the Country Select screen is available on paid plans. If you're on the free plan and want to upgrade, reach out ...
Tutorial: Create a test Inquiry
Overview This tutorial explains how to create an Inquiry for testing purposes. You can use this Inquiry to test what your end users see i...
Tutorial: Configure a Theme with Flow Editor
Overview A theme defines the overall look-and-feel of the UI of an Inquiry. A theme includes settings for colors, fonts, borders, and mor...