In-app guidance

Guide every user without waiting on a release.

Build tours, checklists, surveys and announcements in a visual editor, target them precisely, test and translate them, and see which ones help.

Guide types

Every kind of guidance. One editor.

From a first-run tour to a quarterly NPS survey, everything you show inside your product is built, targeted and measured in the same place.

Tours that walk people through real work

Multi-step flows mixing modals, tooltips, popovers, spotlights, slideouts and banners. Branch on what users do, and span multiple pages.

Tooltips & hotspots

Point at the exact button that matters, anchored by selectors that survive redesigns.

Checklists

Tasks that tick themselves off when an event fires, a guide completes or a page is visited.

Surveys

NPS, CSAT, ratings and free text, with follow-ups that only appear when an answer calls for one.

Banners & announcements

Tell everyone about what's new — or just the accounts it's relevant to.

An in-app Resource Center

Articles with images, videos and PDFs you page through inline, nested collections, FAQs and recommended guides in one help panel. Show each article only to the audiences it's for.

Start from a template

Ten proven starting points, each one ready to edit.

  • Onboarding tour
  • Feature discovery
  • Setup wizard
  • Form helper
  • Workflow walkthrough
  • Announcement
  • Contextual tooltip
  • Product update banner
  • Onboarding checklist
  • NPS survey

On brand from the first step

Set your colors, font, corner radius and logo once — or paste your website's address and Guidely picks them up for you. Every guide, checklist and the help center use them, and any guide can still override.

How it works

Live in an afternoon. Changed in a minute.

Engineers install Guidely once. After that, product, success and support teams ship in-app experiences on their own.

  1. 1

    Install the SDK once

    Add a provider, a script tag or a mobile SDK with your environment's key. The dashboard flips to “SDK connected” the moment your app loads it.

  2. 2

    Build it visually

    Open your app in authoring mode, click the elements you want to point at, and write the content. Preview the draft in place — nothing ships until you publish.

  3. 3

    Target, publish, measure

    Choose who sees it and when, publish to Development first, then promote to Production and watch completion in real time.

  4. Pick elements in your app
    Autosave with undo
    Desktop, tablet & mobile preview
    Branching steps
$ npm install @guidelytech/react
import { GuidelyProvider } from "@guidelytech/react";

export function App({ children }) {
  return (
    <GuidelyProvider projectId="pk_live_…" environment="production">
      {children}
    </GuidelyProvider>
  );
}

Your dashboard generates this snippet with your real key already filled in.

Targeting

The right guide. The right person. The right moment.

Trigger on page loads, URLs, app screens, clicks or your own events. Target by plan, role, account, behaviour or saved audiences. Then decide how often — so help never turns into noise.

  • AND / OR rule groups
  • Reusable audiences
  • Percentage rollouts
  • Frequency caps & cooldowns
  • Priority when guides compete
  • Never-together rules
  • Platform & app-version rules
  • Screen-based triggers in apps

Guides at scale

Test, translate and schedule every guide.

Find the guide that works with A/B tests, show it in every language your customers speak, and keep launches calm with schedules, throttling and approvals.

  • A/B test any guide

    Split people between guide variants, or hold a control group back, and compare completions, events or page visits. Declare a winner and the other variants come down.

  • In your users' language

    Translate guides, the resource center and articles by hand, through XLIFF or CSV files, or with machine translation. Each person sees their own language.

  • Launch on schedule

    Publish and unpublish at a set time, or show a guide only inside a date window.

  • Never one after another

    A project-wide throttle spaces out guides that start on their own, so help never turns into a queue of pop-ups.

  • Approval before Production

    Optionally require a teammate to approve the exact draft before it reaches customers. Every decision lands in the audit log.

  • What's new in the resource center

    Post announcements next to your help articles, with an unread badge that clears once people have seen them.

  • Accessible and on brand

    Built to WCAG 2.1 AA: keyboard navigation, focus that returns where it was and readable contrast on your colors. Add scoped custom CSS, and code blocks if your admins allow them.

Guide analytics

Know which guides actually help.

Views, completions, step drop-off, checklist progress and survey results — every number computed from real events your app sends, never estimated.

Onboarding tour
Production · Last 30 days
Sample data
Completion rate
69%
+8 pts
Users reached
12,480
+14%
NPS
+42
+5
Step completion
  • Welcome
    100%
  • Create a contact
    86%
  • Add a deal
    74%
  • Invite a teammate
    69%

How-tos · Step-by-step docs & videos

Show how it's done, without writing it up.

Record a task in your own product and Guidely turns it into a step-by-step guide with annotated screenshots and a short video, ready to share, embed or play back as a live tour.

  • Do the task once, get the doc

    Press Record and click through your app. Every click, field and choice becomes a step with a screenshot and an instruction written for you.

  • Private details stay private

    Passwords, payment fields and anything you mask are blurred in the browser before upload. Blur more by dragging a box; the original is deleted.

  • Polish in minutes

    Reword steps, reorder by dragging, add tips, alerts and headings, zoom in on the element, or let AI write the title and summary.

  • Share it anywhere

    A public link, an embed for Notion or Confluence, a PDF, Markdown or a standalone HTML file. See how many people opened it.

  • Or as a video

    One click turns a how-to into a short video in your brand color: each step's screenshot, the highlight easing in, the instruction as a caption. Download it, or play it on the share page and in the messenger.

  • From doc to walkthrough

    Turn a how-to into an interactive tour that points at the same elements live in your app, or into a help article Scout answers from.

Publishing

Ship with confidence. Undo in one click.

Every project has Development, Staging and Production. Test a guide where it can't reach customers, then promote it when it's right.

Separate environments

Each with its own key and its own published guides.

Immutable versions

Publishing snapshots the guide. Roll back to any earlier version instantly.

Roles that fit your team

Editors build and test. Admins decide what reaches Production.

Viewer
Reads everything
Editor
Builds & publishes to test
Admin
Publishes to Production
Owner
Everything

Help every user find their way.

Install once. Ship your first tour today, and watch how people use it tomorrow.

In-app guides · Guidely