Guides
Build interactive, multi-step workflows that walk users through structured experiences.
Guides are interactive, multi-step workflows that your companion can present to users. Think of them as structured walkthroughs - troubleshooting wizards, onboarding flows, product tours, or any scenario where you want to lead someone through a sequence of steps rather than a freeform conversation.
Each guide is made up of steps, and each step contains blocks - text, images, videos, documents, questions, actions, and more. Question blocks support branching, so the path a user takes can change based on their answers.
How Users Experience Guides
Users don't launch guides from a dedicated button anymore - a guide is the first tab of the companion's info popup, which opens from the Resources pill in chat. From there they can browse and start any published guide.
How a guide runs depends on how it started:
- Opened from the info popup - the guide takes over as a full-screen overlay, and the companion's mic and inactivity timer pause for the duration.
- Offered by the companion mid-conversation - the guide runs as an inline card right in the chat transcript. The mic stays live and users can keep talking while the guide is up, and they can skip out of it at any time.
Where to Find Guides
Guides live under each companion. Open any companion and click Guides in the navigation drawer to see all guides belonging to that companion.
The guides view displays your guides in a grid layout. Each guide card shows the guide's name, description, step count, and a status badge (Draft or Published). You can drag and drop guide cards to reorder them, and use the search bar to find a specific guide by name.
What You Can Do
- Create guides manually - build step-by-step workflows with a visual editor
- Generate guides with AI - let AI create guide steps from your uploaded resources
- Add branching logic - use question blocks to route users down different paths
- Create support tickets - use action blocks to escalate issues to your CRM
- Share publicly - generate shareable links with optional password protection and expiration
- Track performance - view detailed analytics on how users interact with your guides
Creating a Guide
Build a guide from scratch with the visual editor.
Blocks
All eight block types and how to use them.
AI Generation
Auto-generate guide steps from your resources.
Publishing & Sharing
Publish guides and share them via public links.
Guide Analytics
Track runs, outcomes, ratings, and user paths.
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