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.
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.
Updated 8 months ago