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Guided Tours

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

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 edit the videos/steps of each tour, you need platform administration (super admin) access.
  • Being signed in: tour progress is saved on your user.

Step by step

For the user (take a tour):

  1. When a tour is available, it's offered in the matching area of the platform.
  2. Follow the highlighted steps on screen; go forward, back or skip as needed.
  3. Watch the short videos where available.
  4. On completion, the tour is marked as seen for your user.

For the administrator (manage content):

  1. Enable the guided tours feature for the account.
  2. In the platform administration panel, manage the per-step videos of each tour.
  3. 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.
  • 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.

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.

See also