When you open a flow inside an activity, you will either be working with a script or an assessment.
Understanding the difference between the two will help you feel more comfortable using the platform.

A script is a guided conversation tool. It feels like a back-and-forth dialogue and is designed to help you adjust your conversation depending on what the member says. For example, if a member says they need help with food, a script might automatically suggest a referral to a food pantry. Scripts can also trigger other actions, like creating a goal or starting a follow-up task.

Scripts are flexible. They are great for conversations where the member's needs might change or where you might need to respond differently depending on the answers you hear.

An assessment, on the other hand, is more like a standard questionnaire. It shows a set of questions all at once, and you simply work through them one by one. Assessments are best used when you need to gather information in a very consistent and structured way—such as when using tools like the PHQ-9 depression screening or the PRAPARE social determinants screening.

Assessments do not trigger actions based on answers. They are mainly for collecting information that stays the same across all members and all staff.

In short:

• Use a script when the answers might lead to different actions.
• Use an assessment when you need to collect standard information the same way every time.

If you're ever unsure which one to use, your Customer Success Manager will usually guide you by setting up the right type in your activity template.