DocumentationAPI Reference
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Inquiry Templates


Inquiry templates house the configuration for a single use case by defining the screens, verifications, decisioning, and theming. An inquiry template version snapshots an instance of the configuration that could be live in production for your customers.

You'll create inquiries from inquiry templates, and these inquiries will be locked to the current active inquiry template version.

Configure inquiry templates in Dashboard > Inquiries > Templates.

Platform Interoperability

These objects can be created and used within Dynamic Flow inquiry templates:

  • Accounts congregate data across your entire relationship with a customer.
  • Cases allow your team members to decision across a use case.
  • Reports provide supplemental data on a customer.
  • Verifications determine if collected data is verified.

Dynamic Flow vs. Legacy Templates


Legacy Template deprecation

As of December 31, 2022, Legacy Templates are considered deprecated.

If your template ID starts with itmpl_, then you are using a Dynamic Flow Template. Dynamic Flow Templates allow for greater flexibility in data collection by allowing custom UIs and collection fields along with dynamic friction.

If your template ID starts with tmpl_, then you are using a Legacy Template. Legacy Templates do not support dynamic logic and are limited to being linear flows.

Migrating to Dynamic Flow

  • If you are using our SDKs, you must migrate to v4 for the JavaScript SDK, or v2 for the iOS and Android SDKs.
  • If you are using webhooks or the API and are trying to access the template from a serialized Inquiry response based on the type field, you will need to look for the type inquiry-template instead of template.