The challenge
A generic walkthrough explains the interface, but users still need help applying it to their own task. Live guidance works best when it follows the product's actual workflow.
A possible workflow
Choose an outcome
Define the first useful task: configure a workspace, review a document, or complete an approval.
Start a contextual session
Let the user meet a guide without moving the whole workflow into another application.
Use a focused set of tools
Combine communication with shared document context, a whiteboard, or approval cards as the task requires.
Return to independent work
Close the session once the user has completed the task and knows how to repeat it.
Measure the product outcome
Track completion of the task and the points where users need help. Your application owns these product metrics; an embedded session is one part of the experience.
Make guidance part of your application
Follow Get Started and choose the widgets that fit your onboarding flow. For origin setup and common problems, see Troubleshooting.