How to Configure Onboarding Tours

This guide helps admins set up guided onboarding tours in Skill Studio AI to teach new users key platform features. Use it when launching tours for first-time logins or feature access to boost adoption.

Before You Start

• Admin access to Skill Studio AI with permissions for Settings → Onboarding Tours.

• Identified key UI elements and features for your target users (e.g., dashboard, course builder).

• Branding assets like colors, logos, and fonts ready for customization.

• List of user segments (e.g., L&D admins, compliance teams) and trigger events (e.g., first login).

• Defined success metrics like tour completion rates for tracking.

Steps

1. Access Onboarding Tours settings — Navigate to Settings → Onboarding Tours in the admin dashboard to open the configuration panel.

2. Create a new tour — Click "Add New Tour," name it (e.g., "New Hire Onboarding"), and set basic options like auto-start on first login or specific pages.

3. Define tour steps — Add steps with titles, descriptions, and pointers to UI elements like buttons or menus; include images or interactive hotspots for clarity.

4. Configure triggers and targeting — Set when tours appear (first login, feature access, role-based) and target specific user segments for personalization.

5. Customize appearance — Match branding by uploading logos, selecting colors, and adjusting fonts; preview to ensure it aligns with your platform style.

6. Enable completion tracking — Turn on analytics to monitor user progress, completion rates, and drop-offs; set options to reset tours for refresher training.

7. Test the tour — Preview in a test account, simulate user flows, and use controls like Next/Skip to verify smooth navigation and interactions.

8. Activate and deploy — Save, publish the tour, and monitor initial usage via real-time analytics for quick iterations.

Tips & Best Practices

• Keep tours concise (5-8 steps) with interactive elements like quizzes to maintain engagement and reduce drop-off.

• Start with high-value features and use clear, jargon-free language tailored to user personas.

• Make tours skippable and add feedback prompts at the end to gather insights for improvements.

• Personalize by role (e.g., compliance tour for ops teams) and track metrics like time-to-value.

Troubleshooting

Tour doesn't appear on trigger

Check targeting rules, user roles, and page-specific settings; ensure "Show on all pages" is adjusted or shortcode added if needed.

Steps misalign with UI elements

Verify selectors for UI pointers in step config and re-test after platform updates.

Low completion rates

Shorten steps, add interactivity, or analyze drop-off points in analytics to refine flow.

Tour repeats unexpectedly

Review completion tracking settings and reset options; disable "Show only once" for testing only.