Core Questions: Give the AI Context That Carries Forward
Mark a supported step question as Core when its answer should become context for every step the user completes afterward. File Upload questions can't be Core Questions.
A core question is an ordinary step question whose answer travels forward. OBIE gives that answer to the AI in every later step the user completes, even across journeys, so users don't need to repeat foundational information.
Mark a question as core
Core Questions are set on the question itself:
- Open the step that contains the question, then open Questions.
- Add or edit a question.
- Select Core Question.
- Save the question.
You can also select Required Question when the user must answer before moving on. Core and Required are independent for supported question types.
File Upload is the exception: a File Upload question can't be marked as Core. Ask for the lasting fact in a text or choice question instead, and use File Upload only to collect the document.
See every Core Question
Open Hub Settings → Core Questions. The page lists every Core Question by journey, milestone, and step. Select a question to open its step's question editor.
The page is read-only. Change the question or its Core setting in the step editor.
Choose Core Questions carefully
Use Core Questions for the few facts that should shape everything afterward, such as the user's audience, offer, goal, role, or hard constraints.
Keep the set small. Every Core answer is added to later AI context, so a long list can crowd out the step's immediate work. Three to six strong Core Questions is usually enough.
Avoid marking facts that change often or matter to only one later step. Ask those where they're needed instead.
Check the result
Use Preview as User, answer the Core Questions, and move to a later AI-generated step. Confirm the response reflects those answers. If it doesn't, check Hub Settings → Core Questions and make sure the later step's prompt doesn't conflict with the carried context.
Frequently asked questions
- Are Core Questions asked when a user first enters the hub?
- No. They're ordinary questions inside steps. The answer begins carrying forward only after the user reaches and answers that question.
- What's the difference between Core and Required?
- Required blocks progress until the question is answered. Core makes the answer available to AI in every later step. A supported question can be either, both, or neither.
- Can a File Upload question be Core?
- No. File Upload questions can't be marked as Core. Collect the lasting fact in a supported text or choice question instead.
- Do Core Questions work across journeys?
- Yes. Once answered, Core context is available to later steps throughout the same hub.
Related help articles
What Base Prompts Do and How to Set Them
Base Prompts is where you tell the AI who your hub is for, what result it produces, and how it should sound. The Step Base Prompt is prepended to every step generation, and the fields below it are background context reused across steps, offer pages, and offer chat.
Read moreEdit Steps and Questions
Open a step to choose its type, edit its name and prompt, add questions, and control visibility. OBIE supports Regular, Fixed Guidance, Timeline, Option, and Deliverable steps, plus six question types.
Read moreCustomize Your Hub
Open **Hub Settings** to control your hub's name, appearance, content, emails, AI behavior, access, login experience, domains, and analytics. **General** holds the logo and background; **Customize** holds the layout, theme, style, labels, badge, and default content colors.
Read more