The product tour

The first time you land on the dashboard Overview, a small card docks bottom-right: New here? Fancy a look round? Press Show me around and the tour begins; press No thanks and it steps aside for good — first-visit hints take over the teaching, and the tour keeps waiting in the Help menu. It never starts itself, and it never blocks the screen.

Seven stops, one working agent

The tour doesn't demonstrate — it has you build the real thing, in the same order as the Quickstart:

1. Knowledge — check what your agent already knows; the website crawl started at signup (Website knowledge).
2. New agent — press New agent together 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 — pick a fresh UK number or link a trunk (Connect a phone number).
5. Deploy — press Go live on the draft bar (Drafts, versions & going live).
6. Calls — open the row your 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).

Finish, and the whole product fits in one line: That's the loop — build, test, deploy, listen, improve.

How the tour advances

Each stop anchors a small callout card — a step label like 1 / 7 · KNOWLEDGE, a progress bar, a Skip link — to the real control, with the rest of the screen gently dimmed. The dimming never blocks anything: everything stays clickable, because doing the thing is how you move on. Task stops have no Next button — the tour advances when the work is really done: the agent exists, the test call ended, the number is linked, Go live was pressed, the call row opened.

On the wrong screen, the callout attaches to the sidebar instead — Next stop: Numbering with Take me there →. Race ahead and do things out of order, and completed stops are skipped — the tour never makes you redo work.

Esc or Skip pauses rather than abandons: no rush — 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 — deploy before you've connected a number and Deploy to callers still ticks. Hide — it waits in Help puts it away; the Help menu's Getting-started checklist row, showing your n/6 count, brings it back.

First-visit hints

If you declined or finished the tour, four screens teach themselves the first time you 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 when you press Got it, use its button, or simply do 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 you haven't yet seen.

Pausing, resuming and retaking

The ? button in the dashboard topbar is the tour's permanent home. Its Product tour row adapts to where you are: START · 7 STOPS if you've never taken it, RESUME · n/7 with "pick up where you left off" while it's paused, and TAKE IT AGAIN once you've finished it.