## 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

- [Notifications and preferences](/hc/ajuda/articles/administration-notificacoes-en)
- [Account, agents and teams](/hc/ajuda/articles/administration-conta-agentes-equipes-en)
- [Whitelabel (your own brand)](/hc/ajuda/articles/administration-whitelabel-en)
- [Administration overview](/hc/ajuda/articles/administration-overview-en)