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Step types

Every step you can add to an activity, what participants see, and how to set it up.

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Step Library

Click a step in the Step library to add it, or drag it into the flow.

StepUse it toVitals
QuestionCollect answers or agreements, without the camera.No
OverviewIntroduce the activity and set expectations.No
InstructionGive participants guidance before the next step.No
CaptureTake a camera-based vitals reading. See Capture step.Always
Breathing exerciseGuide participants through a breathing pacer.Always
StreamStream video and vitals live to a specialist in Liveline.Always
SummaryShow results and completion actions.No

Capture, Breathing exercise and Stream always collect vitals from the camera. To run a program without vitals, build it from Question, Overview, Instruction and Summary steps.

Question

Ask one or more questions on their own screen, with no camera. Use it for surveys, check-in items, or an agreement participants must accept before they continue.

  • Question label and Question or agreement text: the short name and the full wording.
  • Response type: Yes/No, Text, Scale, Number, Choice or Slider.
  • Display as (Yes/No only): Two buttons or a Checkbox with your own Checkbox label, such as "I agree".
  • Answer requirement: Optional or Required answer. Yes/No can also require Must answer Yes to continue (buttons) or Must be checked to continue (checkbox).
  • Add repeating group: repeat a set of questions.
  • Show this question: Always show, or Show only if... an earlier answer meets a condition, so follow-ups appear only when they apply. Pick the earlier question, a comparison such as equals, is one of, is greater than or is between, and a value. Text questions can't be used as the trigger.

Question step with a required agreement checkbox and its preview

An agreement that must be checked to continue

See Consent before using a Question step to collect consent.

Repeat Rule

Most steps have a Repeat Rule that controls how often the step appears: Always, Once per Session or Once per Activity.

Overview

The first screen of an activity. It sets expectations with a title, a short message and a list of what’s coming.

  • Title and Message: for example "Calm Under Pressure" and "Three short rounds. About 5 minutes."
  • Instructions: click Add Instruction for each item. Each has a label and an icon name, such as leaf-outline.

Overview step settings and preview

Overview step

Instruction

A single screen of guidance, such as how to do a task before a reading.

  • Title and Message: what to do.
  • Continue Button Label: for example "I'm ready".

Instruction step

Instruction step

Breathing exercise

A paced breathing guide. The camera measures vitals the whole time. The pacer uses the activity’s button color.

  • Breathing Pattern: Inhale, Hold after Inhale, Exhale and Hold after Exhale, in seconds. Box breathing is 4, 4, 4, 4.
  • Duration (seconds): how long the exercise lasts. Defaults to 180.
  • Visual Mode: Guide (paced breathing) or Belly (free pace).
  • Visual style: Orb, Ripple or Tide (a rising wave).
  • Show camera thumbnail by default and Show live vitals by default: both are off unless you turn them on. Participants can show or hide them during the exercise.
  • Results: later steps can show this step's results. The builder manages the output name; Advanced output override lets you change it.

Breathing exercise settings with the Tide visual style in the preview

Breathing exercise with the Tide style

Capture

A camera reading of pulse, breathing and related signals, with optional prompts, videos and questions during the reading. It always collects vitals. It has its own page: Capture step.

Stream

A live session between the participant and a specialist. Coherence shows the participant a room code. The specialist enters it in Liveline and sees the participant’s video and vitals in real time.

  • Save recording to cloud: records the live session so it can be replayed in Playback.
  • Min Duration and Max Duration (seconds): defaults are 30 and 3600.
  • Metrics and Mesh Mode: which vitals cards and face mesh the participant sees.
  • Self-view: let the participant hide their own feed, or start with it hidden.

Stream step settings with recording options and a live preview

Stream step

Audio is off at launch. A Stream shares the participant’s video and vitals without sound.

Summary

The last screen. It shows results from earlier readings and can ask for a rating.

  • Title and Subtitle: optional, for example "Your Pressure Profile".
  • Aggregator: which readings to combine, for example All.
  • Measures to Display: which results to show, such as pulse and breathing.

Summary step

Summary step

Search guides for the Console, Coherence and Liveline.