DocsBuilding tours

The walkthrough editor

A tour of the four-tab editor: setup, carousel, steps and review.

Open Your Tours → your site → Walkthroughs and click a walkthrough, or create a new one. The editor is split into four tabs you can move between freely — nothing is saved until you click Save.

The four tabs

TabWhat you set there
Step 1: Tour SetupTour name, page path or screen, display options, launch behaviour and the welcome card & launcher.
Step 2: Splash CarouselOptional intro slides shown before the tour (More and Too Many plans). See Splash carousel.
Step 3: Tour StepsThe steps themselves — title, description and target for each. See Steps.
Step 4: ReviewA read-only summary of every setting, to check before you save.

Editing on the preview

The welcome card, launcher and step cards in the editor are drawn with your site’s styles, and you type straight onto them — click the title on a step card to edit the title, click the emoji on the welcome card to pick a new one, and so on. What you see is close to what visitors get.

Saving

A walkthrough needs at least:

  • a tour name,
  • a page path (web) or screen (apps),
  • and at least one step with both a title and a target.

If something’s missing, a banner lists what to fix and links to the right tab. Steps with no title or no target are left out when you save. Leaving the page with unsaved changes asks you to save first.

Note
Walkthroughs created in the dashboard are active (live) as soon as you save them. Walkthroughs created by an AI agent over MCP start inactive so you can review them first.
Plan
Your plan sets how many walkthroughs you can have in total, across all sites: 1 on Nothing, 5 on Something, 10 on More and 30 on Too Many.

Visual Editor and device capture

  • On web sites, the ✦ Visual Editor button opens your site with the Chrome extension so you can click elements to build steps.
  • On app sites, Capture from device buttons next to the screen field and each step open the Visual Inspector.
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