---
title: "Step types"
description: "Every step you can add to an activity, what participants see, and how to set it up."
---

> eSSESSMENT docs. Web page: https://presagetech.com/docs/essessment/step-types
> Index of all pages: https://presagetech.com/docs/essessment/llms.txt

# Step types

## Step Library

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

<div class="tw">

| Step | Use it to | Vitals |
| --- | --- | --- |
| [Question](https://presagetech.com/docs/essessment/step-types#question) | Collect answers or agreements, without the camera. | No |
| [Overview](https://presagetech.com/docs/essessment/step-types#overview) | Introduce the activity and set expectations. | No |
| [Instruction](https://presagetech.com/docs/essessment/step-types#instruction) | Give participants guidance before the next step. | No |
| [Capture](https://presagetech.com/docs/essessment/step-types#capture) | Take a camera-based vitals reading. See [Capture step](https://presagetech.com/docs/essessment/capture-step). | Always |
| [Breathing exercise](https://presagetech.com/docs/essessment/step-types#breathing-exercise) | Guide participants through a breathing pacer. | Always |
| [Stream](https://presagetech.com/docs/essessment/step-types#stream) | Stream video and vitals live to a specialist in Liveline. | Always |
| [Summary](https://presagetech.com/docs/essessment/step-types#summary) | Show results and completion actions. | No |

</div>

<div class="note">

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.

</div>

## 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.

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

<figure class="shot">

![Question step with a required agreement checkbox and its preview](https://presagetech.com/docs/essessment/assets/step-question.jpg)

<figcaption>An agreement that must be checked to continue</figcaption>
</figure>

See [Consent](https://presagetech.com/docs/essessment/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.

<ul class="set"> <li><b>Title</b> and <b>Message:</b> for example "Calm Under Pressure" and "Three short rounds. About 5 minutes."</li> <li><b>Instructions:</b> click <b>Add Instruction</b> for each item. Each has a label and an icon name, such as <code>leaf-outline</code>.</li> </ul>

<figure class="shot">

![Overview step settings and preview](https://presagetech.com/docs/essessment/assets/step-overview-v3.jpg)

<figcaption>Overview step</figcaption>
</figure>

## Instruction

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

<ul class="set"> <li><b>Title</b> and <b>Message:</b> what to do.</li> <li><b>Continue Button Label:</b> for example "I'm ready".</li> </ul>

<figure class="shot">

![Instruction step](https://presagetech.com/docs/essessment/assets/step-instruction-v3.jpg)

<figcaption>Instruction step</figcaption>
</figure>

## Breathing exercise

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

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

<figure class="shot">

![Breathing exercise settings with the Tide visual style in the preview](https://presagetech.com/docs/essessment/assets/step-breathing-v2.jpg)

<figcaption>Breathing exercise with the Tide style</figcaption>
</figure>

## 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](https://presagetech.com/docs/essessment/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](https://presagetech.com/docs/essessment/run-session) and sees the participant's video and vitals in real time.

<ul class="set"> <li><b>Save recording to cloud:</b> records the live session so it can be replayed in <a href="https://presagetech.com/docs/essessment/playback">Playback</a>.</li> <li><b>Min Duration</b> and <b>Max Duration (seconds):</b> defaults are 30 and 3600.</li> <li><b>Metrics</b> and <b>Mesh Mode:</b> which vitals cards and face mesh the participant sees.</li> <li><b>Self-view:</b> let the participant hide their own feed, or start with it hidden.</li> </ul>

<figure class="shot">

![Stream step settings with recording options and a live preview](https://presagetech.com/docs/essessment/assets/step-stream.jpg)

<figcaption>Stream step</figcaption>
</figure>

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.

<ul class="set"> <li><b>Title</b> and <b>Subtitle:</b> optional, for example "Your Pressure Profile".</li> <li><b>Aggregator:</b> which readings to combine, for example <b>All</b>.</li> <li><b>Measures to Display:</b> which results to show, such as pulse and breathing.</li> </ul>

<figure class="shot">

![Summary step](https://presagetech.com/docs/essessment/assets/step-summary-v3.jpg)

<figcaption>Summary step</figcaption>
</figure>
