About this guide

Every screen in this guide was performed on a working system, not described from a specification. The worked example runs end to end: a rate card, a question bank, a two-question questionnaire, two published versions, and a completed enquiry read back in Customer answers.

The agency name, prices and enquiries in the screenshots are invented. Your own account shows your agency's name in the same places.

Not covered here

These exist in the product, but the worked example did not need them, so they are not yet documented:

• Sections — grouping related questions together in a longer questionnaire.
• Handoff to a person — passing a traveller to your team mid-conversation.
• Email verification — turning it on is covered in Ways a traveller can answer; what the traveller then sees is not.

If you need one of these, ask whoever set up your account.