Self-serve · Guided walkthroughs

Show them where it is,instead of explaining.

Step-by-step guides that run inside your product and point at the real thing on screen. Launch one from a conversation or the help center, and see where people stop.

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app.northwind.app/overview
Example data

Stop writing directions.Point at the button.

The answer to "where do I find that?" becomes a walkthrough on the real screen, not a paragraph they have to translate.

Shown, not explained

Show customers where things are instead of explaining. Each step points at the real control on screen.

"click the gear, then the third tab…"

Launched where they ask

Start a walkthrough from a conversation or from a help center article, at the moment someone is stuck.

pasting a link to a long article

Steps that don't break

Steps are built from stable parts of your product rather than brittle guesses, so a restyle doesn't strand them.

screenshots that go stale every release

See where people stop

Every walkthrough is tracked, so you can see which step people fall out at and fix that screen.

guessing why set-up stalls

From the questionto the right button.

Real screens

Every step points at the real thing.

A walkthrough is a short list of steps, each anchored to an actual control in your product. Steps attach to stable parts of the page, not to pixel positions, so they keep pointing at the right place as the design moves on.

  • Steps that point at the real thing on screen
  • Anchored to stable components, not brittle guesses
  • A short title and one line of help per step
Walkthroughs · Schedule an export
Example data
Northwind Analytics · 4 stepsanchored
1
Open Reportsnav · reports
found
2
Press Exportreports · export button
found
3
Choose Schedule weeklyexport panel · schedule
found
4
Save the scheduleexport panel · save
found

Launch it anywhere

Straight from the answer.

When a customer asks where something is, the reply can carry a walkthrough instead of directions. Help center articles can carry one too, so a reader goes from "how" to doing it in one click.

  • Launched from a conversation in the chat widget
  • Launched from any help center article
  • Runs inside your product, where the customer already is
See the help center
Chat widget · Help center
Example data
How do I invite my team?
From Settings, then Members. Want me to show you?
Show me
or from an article
Help center · AccountInvite teammates

Admins can invite people by email and choose their role.

Show me in the app

Tracked

See the step where people stop.

Each walkthrough records how far people get. When most of them stop at the same step, that screen is the problem, and now you know which one.

  • Starts, completions and the step each person stopped at
  • Per walkthrough and per product
  • Fix the screen, then watch the drop-off change
Walkthroughs · Schedule an export · last 30 days
Example data
people reaching each stepof 240 started
1 · Open Reports240
2 · Press Export221
3 · Schedule weekly130
4 · Save121
Most people stop at step 3. The schedule option may be hard to spot.
2places to launch one: a conversation or a help center article
1 clickfrom "show me" to the first step, inside your product
Every stepanchored to a real control on screen
Per steptracking of where people stop

Next time they ask where,show them.

Build your first walkthrough from the screens you already have, and launch it from the next conversation that needs it.

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