Overview

Teach Me guides display clickable overlays that direct users through the process step-by-step. Each prompt highlights the exact element users need to interact with.

Steps

Step 1: Start the Guide

Open the Teach Me session for a selected workflow.

Step 2: Enter Guide Variables

A prompt will appear asking you to provide values for any dynamic variables the guide uses. Fill in the required fields and click on the Start Guide button.

Step 3: Follow Highlighted Elements

Click on highlighted fields or buttons as guided.

Step 4: Read Instructions

Each prompt includes detailed instructions or notes.

Step 5: Proceed to Next Step or Back to Previous Step

Click the Next button to proceed to the next step or Prev button if you need to go back to the previous step.

Step 5: Complete the Flow

Once all steps are completed, click Finish to end guide mode.

Tips for Best Results

• Use full-screen mode for better visibility.

• Read prompts carefully before proceeding.