Guides&Checklist

If you are looking for a way to enhance your template's user experience, the setup checklist is a great option to consider. By default, templates come with an automatically generated guide named "untitled" when you record a demo. However, if you want to add new guides and provide users with the option to choose their own experience, follow these simple steps.

Add Guides

1. First, click on the guide name to open the guide list.

2. You will then see a popup of the guide list, where you can click on the "+" button at the bottom to add new guides to your template.

Setup Checklist

1. Click on the guide name to open the guide list.

2. Then, click on the Checklist option located on the top right-hand side of the screen.

3. Click on Configure button to activate the Checklist and access various options.

  • Customize the title and description of the checklist pop-up

  • Show the checklist in the beginning

  • Expand it to the middle of the screen,

  • Upload images

  • Customize the launch button with additional features

By using the setup checklist, you can group multiple guides together and give users the freedom to choose their own experience. Your template's user experience will improve, which can help increase engagement and satisfaction.



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