Onboarding & Consent Overview

Configure the multi-step gated flow participants complete before joining your quest.

The onboarding system is a multi-step gated flow that participants complete before they can access a quest’s prompts and experiments. It handles informed consent, eligibility screening, and baseline intake before the participant is enrolled into the quest.

Onboarding Flow

When a participant opens a quest URL, here’s what happens:

Participant opens quest URL
  → Check if already joined
    → Already joined (not kiosk mode) → Skip to quest content
    → Already joined (kiosk mode) → Re-show onboarding
    → Not joined → Continue to onboarding
  → Step 1: Study Overview / Consent Document (if configured)
    → Must check "I have read and understand" → Continue
  → Step 2: Onboarding questions (if any)
    → Server-side validation of question guards
      → Failed → Show rejection messages, block access
      → Passed → Continue
  → Save onboarding responses (free — not billed)
  → Join quest (billed to org — see [Pricing](https://usefusion.ai/pricing))
  → Quest content (prompts, experiments)

Components

The onboarding system has four configurable components:

Component	Required?	Description
Full-Text Overview	Optional	Study overview / consent content with mandatory acknowledgment
Onboarding Questions	Optional	Screening questions (5 response types supported)
Question Guards	Optional	Server-side validation rules to block ineligible participants
Kiosk Mode	Optional	Re-show onboarding every session for shared devices

A quest can have none, one, or all of these configured. If neither the overview nor questions are set, participants join the quest directly.

Key Facts

• Onboarding responses are saved as a dataset with type onboarding_responses
• Onboarding responses are free — they are not billed
• Question guard validation is server-side — it cannot be bypassed
• Onboarding response types match prompt response types: text, yesno, number, numberRange, customOptions
• After onboarding passes, the participant joins the quest and appears in the participant roster for researcher operations

Explore

Full-Text Overview

Informed consent language shown before questions.

Questions

Screening questions with 5 response types.

Question Guards

Server-side eligibility validation rules.

Kiosk Mode

Re-show onboarding for shared devices.