Overview
Guided Tours are interactive tutorials inside the platform itself. They highlight interface elements step by step (with a spotlight) and can include short videos to explain each feature, speeding up team onboarding without leaving the screen.
Tours are modular and role-aware: each person sees the tour suited to their context, and progress is remembered per user (you resume where you left off).
Prerequisites
- Guided Tours is an optional feature and must be enabled for your account. If you don't see tours, they may not be active — talk to an administrator.
- To attach or replace the video for each step, you need platform administration (super admin) access. The sequence and highlighted controls follow the installed product version.
- Being signed in: tour progress is saved on your user.
Step by step
For the user (take a tour):
- Open Guided tours in the sidebar footer (or search for a tour in the command bar).
- Choose Start, Resume or Replay. A first-visit tour can also open automatically when autoplay is enabled for the account.
- Follow the highlighted steps on screen; go forward, back or skip as needed. Multi-page tours navigate to the correct screen or tab for you.
- Watch the short videos where available.
- On completion, the tour is marked as seen for your user.
For the administrator (manage content):
- Enable the guided tours feature for the account.
- In the platform administration panel, manage the per-step videos by their media key.
- Publish and validate the experience from an agent's point of view.
Settings & options
- Role-aware: the displayed tour adapts to the user's context.
- Permission-aware: management-only steps, such as gateway settings and reconciliation, appear only to people who can open those screens, including matching custom roles.
- Per-user progress: each person resumes where they left off.
- Steps with video: the administrator can attach short videos to each step.
- Per-account opt-in: the feature is enabled by the account, not on by default.
Catalog, Payments, Orders and Sales recovery each have their own tour. Together they cover the native lists, import/synchronization ledgers, plans, offers, subscriptions, reports, gateway connections, messages and reconciliation surfaces available to the current user.
In the Catalog tour, the variants step opens the detail of a product already available to the current user and highlights the native variants panel. It does not create a product or contact an external provider. When no accessible product is loaded, the tour remains on the product list and shows the same guidance in a centered card.
Use cases
- Speed up onboarding of new agents without in-person training.
- Introduce a new module to the team with a focused tour.
- Reduce repeated questions by showing "where to click" right on screen.
Tips, limits & best practices
- Keep tours short and focused — a few steps per tour work best.
- Use brief videos; they complement, not replace, the highlighted steps.
- Re-present a tour after major interface changes.
Troubleshooting
- I don't see any tour: the feature may not be enabled for the account — talk to an administrator.
- The tour doesn't resume where I left off: confirm you're signed in with the same user.
- A step's video doesn't appear: the administrator needs to attach the video to that step in the platform panel.