The product tour

On a first visit to the dashboard — whichever screen that lands on — a small card docks bottom-right: New here? Fancy a look round? Show me around begins the tour; No thanks stops it displaying and gets rid of it.

Seven stops to a working agent

The tour helps you build an agent in the same order as the Quickstart recommends:

1. Knowledge — a look at what the agent already knows. The stop's copy reflects the actual crawl state — queued, in progress, pages read, declined at signup. While a document is still missing it rings Add knowledge, offers to open that panel for you, and asks for the part a website can't tell an agent: a policy, price list or staff manual (Website knowledge).
2. New agent — press New agent and describe the job.
3. Test agent — say hello on a browser test call. A quiet stop: no callout, just the checklist ticking.
4. Add number — buy a fresh number or add one from a trunk; either completes the stop. Pointing the number at the team happens back in the Builder (Connect a phone number).
5. Deploy — press Go live on the draft bar (Drafts, versions & going live).
6. Calls — open the row the first call made (Finding calls).
7. Inspect — the call drawer's data pane, ending on the Fix with AI hand-off back to the Builder (Inspecting a call, Troubleshoot a call with AI).

How the tour advances

Each stop draws a ring around the real control and gently dims the rest of the screen; the stop's copy — a step label like 1 / 7 · KNOWLEDGE, a progress bar, a Skip link — lives in a docked card at the bottom right, never covering the content it talks about.

On the wrong screen, the callout attaches to the sidebar instead — Next stop: Numbering with Take me there →. Stops completed out of order are skipped past — the tour never asks for work to be redone.

Esc or Skip pauses rather than abandons — the tour waits in Help.

The YOUR FIRST AGENT checklist

While a tour is in progress or paused, a docked card tracks six milestones with a progress bar: Check what it knows, Describe the job, Say hello — test call, Connect a number, Deploy to callers, Listen back in Calls. It reflects reality, not tour order, and it is honest about skips: a step that was skipped is marked as skipped, not ticked, and stays a live to-do — pressing it takes the tour back to that step. Once a revisited step is done, the tour returns to where it left off, or ends if everything else was already finished.

Hide — it waits in Help puts the card away; the Help menu's Getting-started checklist row, showing the n/6 count, brings it back.

First-visit hints

After a declined or finished tour, four screens teach themselves on first visit: Agents, Calls, Numbering and Knowledge each show one docked card with a short explainer and, usually, a button that performs the screen's first action. While a hint is showing, the topbar wears an amber FIRST VISIT · HINTS ON chip.

A hint clears on Got it, on using its button, or on simply doing the thing anyway — and each shows once, ever. The First-visit hints switch in the Help menu turns them off wholesale; switching back on revives only hints not yet seen.

Pausing, resuming and retaking

The ? button in the dashboard topbar is the tour's permanent home. Its Product tour row adapts: START · 7 STOPS before a first run, RESUME · n/7 while paused, and TAKE IT AGAIN after a finish.