Guides

Guides is your on-demand resource center, giving you instant access to interactive, step-by-step walkthroughs organized by topic and tailored to your role. Whether you're getting started on the platform for the first time or looking to get the most out of a specific workflow, Guides is there when you need it.

How to access

Click the Guides icon in the top-right corner of the platform to open the widget. Browse the available walkthroughs and select the one that fits your needs.

How it works

Once you select a walkthrough, the platform will navigate you to the relevant page automatically (if you're not already there) and the tour will begin. You can exit a tour at any time by clicking the X.

What's available

Walkthroughs are organized by use case and role. Current guides cover onboarding flows to help you get up and running quickly. New guides are added continuously as features evolve.